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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.56% |
$50.1 - $51
|
40
$2.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 31.82% |
$351 - $357
|
15
$764
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-20- 0.23% |
$1K - $1.02K
|
8.59K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 66.67% |
$1.9K - $1.94K
|
19
$968
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-38- 0.17% |
$1.9K - $1.94K
|
22.9K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-39- 13.04% |
$1.95K - $1.99K
|
260
$13.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-44- 1.18% |
$2.2K - $2.24K
|
3.69K
$188K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-54- 0.38% |
$2.71K - $2.76K
|
14K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.11% |
$2.96K - $3.01K
|
54.7K
$2.79M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-64- 0.73% |
$3.21K - $3.27K
|
8.65K
$441K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-70- 1.54% |
$3.51K - $3.57K
|
4.47K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-75- 0.22% |
$3.76K - $3.83K
|
34.4K
$1.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-77- 1.28% |
$3.86K - $3.93K
|
5.94K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-81- 7.57% |
$4.06K - $4.13K
|
989
$50.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-83- 14.02% |
$4.16K - $4.23K
|
509
$25.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-85- 17.89% |
$4.26K - $4.34K
|
390
$19.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-99- 86.84% |
$4.96K - $5.05K
|
15
$764
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-100- 2.22% |
$5.01K - $5.1K
|
4.4K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 1.75% |
$5.01K - $5.1K
|
5.61K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-108- 1.2% |
$5.41K - $5.51K
|
8.87K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-117- 1.23% |
$5.86K - $5.97K
|
9.41K
$479K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-138- 1.47% |
$6.91K - $7.04K
|
9.23K
$470K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-158- 0.67% |
$7.92K - $8.06K
|
23.6K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-170- 0.07% |
$8.52K - $8.67K
|
227K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-190- 0.25% |
$9.52K - $9.69K
|
77.1K
$3.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-198- 0.63% |
$9.92K - $10.1K
|
31.1K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 1.89% |
$10K - $10.2K
|
10.4K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-203- 1.45% |
$10.2K - $10.4K
|
13.8K
$701K
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-204- 2.25% |
$10.2K - $10.4K
|
8.86K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 3.64% |
$10.5K - $10.7K
|
5.56K
$283K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-243- 2.81% |
$12.2K - $12.4K
|
8.4K
$428K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-245- 21.29% |
$12.3K - $12.5K
|
906
$46.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-272- 4.27% |
$13.6K - $13.9K
|
6.09K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-278- 0.76% |
$13.9K - $14.2K
|
36.4K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-279- 3.99% |
$14K - $14.2K
|
6.72K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-288- 3.6% |
$14.4K - $14.7K
|
7.71K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-291- 1.13% |
$14.6K - $14.8K
|
25.4K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-300- 6.74% |
$15K - $15.3K
|
4.15K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-309- 1.92% |
$15.5K - $15.8K
|
15.8K
$804K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-309- 0.27% |
$15.5K - $15.8K
|
115K
$5.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-318- 61.39% |
$15.9K - $16.2K
|
200
$10.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-321- 7.29% |
$16.1K - $16.4K
|
4.08K
$208K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-326- 2.82% |
$16.3K - $16.6K
|
11.2K
$571K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-327- 7.72% |
$16.4K - $16.7K
|
3.91K
$199K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-336- 2.6% |
$16.8K - $17.1K
|
12.6K
$641K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-361- 5.94% |
$18.1K - $18.4K
|
5.71K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-368- 20.34% |
$18.4K - $18.8K
|
1.44K
$73.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-395- 1.58% |
$19.8K - $20.2K
|
24.7K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-399- 2.49% |
$20K - $20.4K
|
15.6K
$796K
|