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 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-137- 1.44% |
$6.97K - $7K
|
9.36K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-141- 5.77% |
$7.17K - $7.2K
|
2.3K
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-142- 50.0% |
$7.22K - $7.25K
|
142
$7.24K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-149- 2.7% |
$7.58K - $7.61K
|
5.36K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-150- 33.41% |
$7.63K - $7.66K
|
299
$15.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-170- 0.91% |
$8.65K - $8.69K
|
18.5K
$945K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-176- 0.15% |
$8.95K - $8.99K
|
115K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-181- 0.78% |
$9.21K - $9.25K
|
23.1K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-196- 3.24% |
$9.97K - $10K
|
5.85K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-224- 2.43% |
$11.4K - $11.4K
|
8.98K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-255- 12.35% |
$13K - $13K
|
1.81K
$92.2K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-291- 28.67% |
$14.8K - $14.9K
|
724
$36.9K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-296- 3.01% |
$15.1K - $15.1K
|
9.52K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-311- 2.03% |
$15.8K - $15.9K
|
15K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-319- 0.29% |
$16.2K - $16.3K
|
111K
$5.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-329- 29.14% |
$16.7K - $16.8K
|
800
$40.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-334- 5.73% |
$17K - $17.1K
|
5.5K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-337- 7.21% |
$17.1K - $17.2K
|
4.34K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-354- 4.34% |
$18K - $18.1K
|
7.81K
$398K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-435- 1.61% |
$22.1K - $22.2K
|
26.6K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-441- 7.45% |
$22.4K - $22.5K
|
5.48K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-444- 3.5% |
$22.6K - $22.7K
|
12.2K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-450- 18.75% |
$22.9K - $23K
|
1.95K
$99.4K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-479- 2.04% |
$24.4K - $24.5K
|
23K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-485- 10.8% |
$24.7K - $24.8K
|
4.01K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-495- 9.96% |
$25.2K - $25.3K
|
4.48K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-517- 7.38% |
$26.3K - $26.4K
|
6.49K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-550- 63.66% |
$28K - $28.1K
|
314
$16K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-553- 3.32% |
$28.1K - $28.3K
|
16.1K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-597- 0.6% |
$30.4K - $30.5K
|
98.4K
$5.02M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-600- 53.67% |
$30.5K - $30.7K
|
518
$26.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-612- 1.35% |
$31.1K - $31.3K
|
44.6K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-625- 5.57% |
$31.8K - $31.9K
|
10.6K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-662- 6.88% |
$33.7K - $33.8K
|
8.96K
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-670- 1.04% |
$34.1K - $34.2K
|
63.9K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-715- 0.78% |
$36.4K - $36.5K
|
91.5K
$4.66M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-722- 5.84% |
$36.7K - $36.9K
|
11.6K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-727- 12.45% |
$37K - $37.1K
|
5.11K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-733- 4.92% |
$37.3K - $37.4K
|
14.2K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-750- 3.02% |
$38.2K - $38.3K
|
24.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-786- 10.1% |
$40K - $40.2K
|
7K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-791- 10.12% |
$40.2K - $40.4K
|
7.02K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-792- 7.39% |
$40.3K - $40.5K
|
9.92K
$506K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 6.44% |
$40.7K - $40.9K
|
11.6K
$592K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-818- 2.03% |
$41.6K - $41.8K
|
39.5K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-850- 4.61% |
$43.2K - $43.4K
|
17.6K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-878- 3.0% |
$44.7K - $44.9K
|
28.4K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-891- 8.1% |
$45.3K - $45.5K
|
10.1K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-915- 5.4% |
$46.5K - $46.7K
|
16K
$817K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-940- 18.17% |
$47.8K - $48K
|
4.23K
$216K
|