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 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-400- 38.46% |
$20K - $20.4K
|
640
$32.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-404- 94.61% |
$20.2K - $20.6K
|
23
$1.17K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-417- 3.41% |
$20.9K - $21.3K
|
11.8K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-436- 81.5% |
$21.8K - $22.2K
|
99
$5.04K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-446- 5.57% |
$22.3K - $22.8K
|
7.56K
$385K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-465- 2.96% |
$23.3K - $23.7K
|
15.2K
$775K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-473- 4.89% |
$23.7K - $24.1K
|
9.2K
$469K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-513- 3.41% |
$25.7K - $26.2K
|
14.5K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-519- 3.8% |
$26K - $26.5K
|
13.2K
$670K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-523- 4.57% |
$26.2K - $26.7K
|
10.9K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-575- 4.91% |
$28.8K - $29.3K
|
11.1K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-600- 11.19% |
$30.1K - $30.6K
|
4.76K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-706- 4.52% |
$35.4K - $36K
|
14.9K
$760K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-724- 38.51% |
$36.3K - $36.9K
|
1.16K
$58.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-774- 3.82% |
$38.8K - $39.5K
|
19.5K
$991K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-793- 15.55% |
$39.7K - $40.5K
|
4.31K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-802- 2.08% |
$40.2K - $40.9K
|
37.8K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-835- 0.5% |
$41.8K - $42.6K
|
167K
$8.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-835- 42.82% |
$41.8K - $42.6K
|
1.12K
$56.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-853- 2.88% |
$42.7K - $43.5K
|
28.8K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-876- 15.39% |
$43.9K - $44.7K
|
4.82K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-906- 4.89% |
$45.4K - $46.2K
|
17.6K
$898K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-927- 4.39% |
$46.4K - $47.3K
|
20.2K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-932- 3.05% |
$46.7K - $47.6K
|
29.6K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-933- 2.11% |
$46.7K - $47.6K
|
43.2K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-945- 9.49% |
$47.3K - $48.2K
|
9.01K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-984- 3.36% |
$49.3K - $50.2K
|
28.3K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1K- 2.14% |
$50.2K - $51.1K
|
45.7K
$2.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.49% |
$51.2K - $52.1K
|
40.1K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 10.29% |
$53.6K - $54.6K
|
9.33K
$475K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$53.9K - $54.8K
|
21.7K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 19.21% |
$58K - $59K
|
4.87K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.16K- 0.78% |
$58.2K - $59.2K
|
147K
$7.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.18K- 19.59% |
$59.1K - $60.2K
|
4.84K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.26K- 2.93% |
$63.1K - $64.3K
|
41.8K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.31K- 11.6% |
$65.4K - $66.6K
|
9.95K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.33K- 1.62% |
$66.7K - $67.9K
|
80.7K
$4.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.36K- 19.86% |
$67.9K - $69.1K
|
5.47K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.42K- 1.06% |
$71K - $72.3K
|
132K
$6.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 6.22% |
$72.1K - $73.5K
|
21.7K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.46K- 14.38% |
$73.3K - $74.6K
|
8.71K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 4.77% |
$73.5K - $74.8K
|
29.3K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.49K- 5.72% |
$74.6K - $76K
|
24.5K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 10.55% |
$74.9K - $76.3K
|
12.7K
$646K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.51K- 13.45% |
$75.8K - $77.2K
|
9.73K
$496K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 21.15% |
$76.3K - $77.7K
|
5.67K
$289K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.55K- 3.94% |
$77.9K - $79.3K
|
37.9K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.56K- 4.13% |
$78.2K - $79.6K
|
36.3K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.6K- 2.57% |
$80.2K - $81.6K
|
60.6K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.6K- 14.37% |
$80.2K - $81.6K
|
9.54K
$486K
|