Purchases and Sales Made in Q1 2025 in Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR FLTG RATE NT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.58K+ 15.72% |
$131K - $132K
|
19K
$968K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.58K+ 4.8% |
$131K - $132K
|
56.3K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.56K+ 14.47% |
$130K - $131K
|
20.2K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.4K+ 8.36% |
$122K - $123K
|
31.1K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.27K+ 6.39% |
$116K - $116K
|
37.8K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.11K+ 9.98% |
$107K - $108K
|
23.3K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
2.07K+ 18.94% |
$105K - $106K
|
13K
$662K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2K+ 13.01% |
$102K - $102K
|
17.4K
$886K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2K+ 4.88% |
$102K - $102K
|
43K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.95K+ 4.24% |
$98.9K - $99.4K
|
47.8K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.88K+ 13.33% |
$95.7K - $96.2K
|
16K
$815K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.85K+ 35.89% |
$94.1K - $94.5K
|
7K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.81K+ 6.13% |
$92K - $92.4K
|
31.3K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.73K+ 14.16% |
$88.1K - $88.4K
|
14K
$711K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.72K+ 23.86% |
$87.5K - $87.9K
|
8.93K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.68K+ 8.78% |
$85.5K - $85.8K
|
20.8K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.63K+ 0.98% |
$82.9K - $83.3K
|
168K
$8.57M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.63K+ 0.45% |
$82.9K - $83.2K
|
366K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.61K+ 11.54% |
$82K - $82.4K
|
15.6K
$794K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.55K+ 13.36% |
$79K - $79.3K
|
13.2K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.53K+ 1.86% |
$77.8K - $78.1K
|
83.8K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.52K+ 2.08% |
$77.3K - $77.6K
|
74.4K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.5KNew |
$76.3K - $76.6K
|
1.5K
$76.5K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.5K+ 6.27% |
$76.3K - $76.6K
|
25.4K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.49KNew |
$75.8K - $76.1K
|
1.49K
$75.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.48K+ 22.69% |
$75.3K - $75.6K
|
8K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.45K+ 2.05% |
$73.8K - $74.1K
|
72.4K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.32K+ 1.32% |
$67.3K - $67.6K
|
102K
$5.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.32K+ 165.87% |
$67.3K - $67.5K
|
2.12K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 8.82% |
$64.8K - $65K
|
15.7K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.15K+ 14.25% |
$58.5K - $58.8K
|
9.22K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.13K+ 19.11% |
$57.6K - $57.8K
|
7.06K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.06K+ 9.01% |
$53.9K - $54.2K
|
12.8K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 29.36% |
$53.8K - $54.1K
|
4.66K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
993+ 4.36% |
$50.5K - $50.7K
|
23.8K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
984+ 16.4% |
$50.1K - $50.3K
|
6.98K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
967+ 1.01% |
$49.2K - $49.4K
|
96.9K
$4.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
948New |
$48.2K - $48.4K
|
948
$48.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
946+ 7.54% |
$48.1K - $48.3K
|
13.5K
$688K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
917+ 1.75% |
$46.6K - $46.8K
|
53.2K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
886+ 9.84% |
$45.1K - $45.3K
|
9.89K
$504K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
859+ 10.88% |
$43.7K - $43.9K
|
8.76K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
840New |
$42.7K - $42.9K
|
840
$42.8K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
831+ 0.93% |
$42.3K - $42.5K
|
89.8K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
806+ 5.76% |
$41K - $41.2K
|
14.8K
$755K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
775+ 28.92% |
$39.4K - $39.6K
|
3.46K
$176K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
755+ 3.05% |
$38.4K - $38.6K
|
25.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
741+ 1.63% |
$37.7K - $37.9K
|
46.2K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
718+ 0.61% |
$36.5K - $36.7K
|
118K
$6M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
658+ 0.26% |
$33.5K - $33.6K
|
258K
$13.2M
|