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 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
98+ 0.92% |
$4.99K - $5.01K
|
10.8K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
88New |
$4.48K - $4.5K
|
88
$4.49K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
85+ 21.79% |
$4.32K - $4.34K
|
475
$24.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
83+ 16.31% |
$4.22K - $4.24K
|
592
$30.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
75+ 1.33% |
$3.82K - $3.83K
|
5.71K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 1325.0% |
$2.7K - $2.71K
|
57
$2.91K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
49+ 0.26% |
$2.49K - $2.5K
|
18.8K
$960K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
44+ 0.77% |
$2.24K - $2.25K
|
5.79K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
38+ 0.75% |
$1.93K - $1.94K
|
5.13K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.73K - $1.74K
|
34
$1.73K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.75% |
$1.63K - $1.63K
|
4.28K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 0.25% |
$1.53K - $1.53K
|
12.2K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.35% |
$1.22K - $1.23K
|
6.91K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.18% |
$1.22K - $1.23K
|
13.7K
$697K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
22+ 6.16% |
$1.12K - $1.12K
|
379
$19.3K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
20+ 0.28% |
$1.02K - $1.02K
|
7.1K
$362K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
20+ 2.48% |
$1.02K - $1.02K
|
827
$42.2K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17+ 0.13% |
$865 - $869
|
13.4K
$685K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.75% |
$407 - $409
|
1.07K
$54.4K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7+ 0.16% |
$356 - $358
|
4.31K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.64% |
$203 - $204
|
629
$32.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.61% |
$153 - $153
|
491
$25K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.05% |
$153 - $153
|
6.37K
$324K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$50.9 - $51.1
|
1.15K
$58.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.94% |
$50.9 - $51.1
|
107
$5.45K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.51% |
$50.9 - $51.1
|
198
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3- 0.07% |
$153 - $153
|
4.02K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 12.0% |
$153 - $153
|
22
$1.12K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3- 0.01% |
$153 - $153
|
29.6K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5- 26.32% |
$254 - $255
|
14
$714
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 0.12% |
$458 - $460
|
7.2K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-13- 0.16% |
$661 - $664
|
8K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-23- 1.31% |
$1.17K - $1.18K
|
1.74K
$88.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-28- 0.05% |
$1.42K - $1.43K
|
52.1K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-37- 0.17% |
$1.88K - $1.89K
|
22K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 51.25% |
$2.09K - $2.09K
|
39
$1.99K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-44- 1.68% |
$2.24K - $2.25K
|
2.57K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 2.47% |
$2.85K - $2.86K
|
2.21K
$113K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-56- 1.22% |
$2.85K - $2.86K
|
4.54K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-78- 0.89% |
$3.97K - $3.99K
|
8.64K
$440K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 0.77% |
$4.58K - $4.6K
|
11.5K
$588K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-95- 0.67% |
$4.83K - $4.85K
|
14.1K
$717K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-100- 1.48% |
$5.09K - $5.11K
|
6.66K
$340K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 2.09% |
$5.09K - $5.11K
|
4.69K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-110- 0.41% |
$5.6K - $5.62K
|
26.6K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 8.44% |
$5.95K - $5.98K
|
1.27K
$64.7K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-118- 1.81% |
$6K - $6.03K
|
6.4K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-128- 52.89% |
$6.51K - $6.54K
|
114
$5.81K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-134- 0.66% |
$6.82K - $6.85K
|
20.3K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-134- 11.13% |
$6.82K - $6.85K
|
1.07K
$54.5K
|