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 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.62K- 1.03% |
$81.2K - $82.7K
|
155K
$7.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.63K- 5.73% |
$81.5K - $83K
|
26.7K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 2.87% |
$82.3K - $83.8K
|
55.6K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.67K- 6.03% |
$83.5K - $85.1K
|
26K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.69K- 3.01% |
$84.8K - $86.3K
|
54.6K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.72K- 9.88% |
$86.1K - $87.7K
|
15.7K
$798K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-1.78K- 30.74% |
$88.9K - $90.6K
|
4K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.78K- 6.47% |
$89.3K - $91K
|
25.8K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.84K- 16.18% |
$92.2K - $93.9K
|
9.54K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.87K- 22.62% |
$93.4K - $95.2K
|
6.38K
$325K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.91K- 2.79% |
$95.5K - $97.2K
|
66.3K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.95K- 10.55% |
$97.7K - $99.5K
|
16.5K
$842K
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.96K- 17.91% |
$98.4K - $100K
|
9K
$458K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.98K- 21.96% |
$98.9K - $101K
|
7.02K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.98K- 28.25% |
$99.4K - $101K
|
5.04K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2K- 7.52% |
$100K - $102K
|
24.6K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.01K- 22.41% |
$101K - $102K
|
6.95K
$354K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.11K- 1.14% |
$106K - $108K
|
184K
$9.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
SELL
|
- |
-2.15K- 3.91% |
$108K - $110K
|
52.8K
$2.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.22K- 1.36% |
$111K - $113K
|
161K
$8.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.37K- 6.02% |
$119K - $121K
|
36.9K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2.4K- 36.02% |
$120K - $122K
|
4.26K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 37.74% |
$120K - $122K
|
3.96K
$202K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.4K- 4.38% |
$120K - $123K
|
52.5K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.42K- 3.33% |
$121K - $123K
|
70.3K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.51K- 9.45% |
$126K - $128K
|
24.1K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.58K- 20.24% |
$129K - $132K
|
10.2K
$518K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.61K- 16.03% |
$131K - $133K
|
13.7K
$695K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.83K- 9.82% |
$142K - $144K
|
26K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.84K- 18.78% |
$142K - $145K
|
12.3K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.96K- 12.85% |
$148K - $151K
|
20K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 10.14% |
$151K - $154K
|
26.7K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.1K- 18.53% |
$155K - $158K
|
13.6K
$695K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.14K- 32.19% |
$157K - $160K
|
6.62K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.19K- 17.2% |
$160K - $163K
|
15.3K
$782K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-3.21K- 30.69% |
$161K - $164K
|
7.25K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.23K- 25.85% |
$162K - $165K
|
9.25K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-3.32K- 39.61% |
$166K - $169K
|
5.06K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 29.71% |
$168K - $171K
|
7.91K
$403K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.41K- 3.47% |
$171K - $174K
|
95K
$4.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.44K- 79.83% |
$172K - $176K
|
869
$44.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.48K- 2.72% |
$174K - $177K
|
125K
$6.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.53K- 15.23% |
$177K - $180K
|
19.7K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.62K- 10.64% |
$182K - $185K
|
30.4K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.66K- 2.5% |
$183K - $187K
|
143K
$7.26M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.71K- 18.04% |
$186K - $189K
|
16.9K
$859K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.84K- 5.31% |
$192K - $196K
|
68.5K
$3.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.87K- 4.99% |
$194K - $198K
|
73.8K
$3.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.88K- 21.86% |
$194K - $198K
|
13.9K
$706K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.89K- 10.94% |
$195K - $198K
|
31.7K
$1.61M
|