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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
606+ 4.56% |
$30.8K - $31K
|
13.9K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
605+ 0.59% |
$30.8K - $30.9K
|
103K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
600+ 20.07% |
$30.5K - $30.7K
|
3.59K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
600+ 3.83% |
$30.5K - $30.7K
|
16.3K
$828K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
579+ 2.97% |
$29.5K - $29.6K
|
20.1K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
573New |
$29.1K - $29.3K
|
573
$29.2K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
567+ 5.22% |
$28.8K - $29K
|
11.4K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
515+ 0.63% |
$26.2K - $26.3K
|
82K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
510+ 5.28% |
$25.9K - $26.1K
|
10.2K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
492+ 0.63% |
$25K - $25.1K
|
78.8K
$4.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
490+ 242.57% |
$24.9K - $25K
|
692
$35.3K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
479+ 3.46% |
$24.4K - $24.5K
|
14.3K
$731K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
469+ 7.04% |
$23.9K - $24K
|
7.13K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
467+ 4.81% |
$23.8K - $23.9K
|
10.2K
$519K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
419+ 2.08% |
$21.3K - $21.4K
|
20.6K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
417+ 0.77% |
$21.2K - $21.3K
|
54.5K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
414+ 0.23% |
$21.1K - $21.2K
|
178K
$9.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
414New |
$21.1K - $21.2K
|
414
$21.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
400+ 62.5% |
$20.3K - $20.4K
|
1.04K
$53K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
397+ 7.07% |
$20.2K - $20.3K
|
6.01K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
394+ 1.55% |
$20K - $20.1K
|
25.7K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
392+ 2.25% |
$19.9K - $20K
|
17.8K
$909K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
380+ 269.5% |
$19.3K - $19.4K
|
521
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
346+ 2.26% |
$17.6K - $17.7K
|
15.7K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
308+ 3.29% |
$15.7K - $15.7K
|
9.68K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
301New |
$15.3K - $15.4K
|
301
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
300+ 18.59% |
$15.3K - $15.3K
|
1.91K
$97.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
294+ 1.92% |
$15K - $15K
|
15.6K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
286+ 0.77% |
$14.5K - $14.6K
|
37.3K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
285+ 6.72% |
$14.5K - $14.6K
|
4.52K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
284New |
$14.4K - $14.5K
|
284
$14.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
274+ 2.56% |
$13.9K - $14K
|
11K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
267+ 6.71% |
$13.6K - $13.6K
|
4.25K
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
260+ 0.78% |
$13.2K - $13.3K
|
33.7K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
252+ 0.59% |
$12.8K - $12.9K
|
43.2K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
251+ 1.69% |
$12.8K - $12.8K
|
15.1K
$768K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
250+ 2.52% |
$12.7K - $12.8K
|
10.2K
$518K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
245+ 0.77% |
$12.5K - $12.5K
|
32K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
217+ 13.05% |
$11K - $11.1K
|
1.88K
$95.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
200+ 1.57% |
$10.2K - $10.2K
|
12.9K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
198+ 1.31% |
$10.1K - $10.1K
|
15.3K
$778K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196+ 1.87% |
$9.97K - $10K
|
10.7K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
191+ 0.63% |
$9.72K - $9.76K
|
30.7K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
167+ 3.96% |
$8.5K - $8.53K
|
4.39K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
158+ 6.9% |
$8.04K - $8.07K
|
2.45K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
130+ 6.68% |
$6.61K - $6.64K
|
2.08K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
127+ 0.76% |
$6.46K - $6.49K
|
16.7K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117+ 0.78% |
$5.95K - $5.98K
|
15.1K
$772K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
116+ 0.19% |
$5.9K - $5.93K
|
59.9K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
111New |
$5.65K - $5.67K
|
111
$5.66K
|