Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.22MNew |
$61.2M - $62.3M
|
1.22M
$62.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
476KNew |
$23.8M - $24.3M
|
476K
$24.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
136KNew |
$6.83M - $6.96M
|
136K
$6.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
94KNew |
$4.71M - $4.79M
|
94K
$4.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
91.5KNew |
$4.58M - $4.67M
|
91.5K
$4.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
89.4K+ 64.91% |
$4.48M - $4.56M
|
227K
$11.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
77.4K+ 10.17% |
$3.88M - $3.95M
|
839K
$42.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
67.4KNew |
$3.38M - $3.44M
|
67.4K
$3.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
58KNew |
$2.9M - $2.96M
|
58K
$2.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
48.7K+ 201.7% |
$2.44M - $2.48M
|
72.8K
$3.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.3K+ 75.18% |
$2.37M - $2.42M
|
110K
$5.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
39.2K+ 22.16% |
$1.97M - $2M
|
216K
$11M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
31K+ 83.98% |
$1.55M - $1.58M
|
67.9K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29.8K+ 340.15% |
$1.49M - $1.52M
|
38.5K
$1.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
28K+ 226.05% |
$1.4M - $1.43M
|
40.3K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
27.2K+ 8.66% |
$1.36M - $1.39M
|
341K
$17.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
26.4K+ 1.98% |
$1.32M - $1.34M
|
1.36M
$69.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.3K+ 132.2% |
$1.12M - $1.14M
|
39.1K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
20.9K+ 226.82% |
$1.05M - $1.07M
|
30.1K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.2K+ 41.21% |
$1.01M - $1.03M
|
69.3K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20KNew |
$1M - $1.02M
|
20K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 26.68% |
$855K - $870K
|
81K
$4.14M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
16.9K+ 5.12% |
$846K - $862K
|
347K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.7K+ 95.01% |
$837K - $852K
|
34.3K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 110.93% |
$776K - $790K
|
29.4K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.6KNew |
$683K - $696K
|
13.6K
$696K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
12.7KNew |
$638K - $650K
|
12.7K
$650K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
12.4K+ 9.21% |
$621K - $632K
|
147K
$7.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
11.6KNew |
$581K - $591K
|
11.6K
$592K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.9K+ 6.88% |
$446K - $454K
|
138K
$7.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
8.5K+ 7.92% |
$426K - $434K
|
116K
$5.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.24KNew |
$413K - $420K
|
8.24K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.87K+ 39.2% |
$394K - $402K
|
28K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.77K+ 165.61% |
$389K - $396K
|
12.5K
$636K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.7K+ 4.98% |
$386K - $393K
|
162K
$8.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.58KNew |
$380K - $387K
|
7.58K
$387K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.11K+ 45.61% |
$356K - $363K
|
22.7K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6.86K+ 71.3% |
$344K - $350K
|
16.5K
$842K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.03K+ 3.52% |
$302K - $307K
|
177K
$9.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.07KNew |
$254K - $259K
|
5.07K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.69K+ 50.66% |
$235K - $239K
|
13.9K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.46K+ 9.29% |
$223K - $227K
|
52.4K
$2.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.12K+ 5.65% |
$207K - $210K
|
77.2K
$3.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.07KNew |
$204K - $207K
|
4.07K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.91K+ 32.61% |
$146K - $149K
|
11.8K
$605K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.83K+ 0.83% |
$142K - $144K
|
343K
$17.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.43K+ 1.7% |
$122K - $124K
|
145K
$7.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.28K+ 4.45% |
$114K - $116K
|
53.4K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.26KNew |
$113K - $115K
|
2.26K
$115K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.17K+ 30.4% |
$109K - $111K
|
9.3K
$475K
|