Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
439KNew |
$22.3M - $22.4M
|
439K
$22.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
399K+ 32.87% |
$20.3M - $20.4M
|
1.61M
$82.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
374KNew |
$19M - $19.1M
|
374K
$19M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
311K+ 36.7% |
$15.8M - $15.9M
|
1.16M
$59M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
264K+ 506.04% |
$13.4M - $13.5M
|
317K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
181K+ 683.24% |
$9.18M - $9.23M
|
207K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
143K+ 39.32% |
$7.26M - $7.3M
|
506K
$25.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
113K+ 475.39% |
$5.73M - $5.76M
|
136K
$6.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
95K+ 18.92% |
$4.83M - $4.85M
|
597K
$30.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
84KNew |
$4.27M - $4.29M
|
84K
$4.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70.1K+ 505.11% |
$3.56M - $3.58M
|
84K
$4.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
53K+ 10.49% |
$2.69M - $2.71M
|
558K
$28.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
50.7K+ 97.61% |
$2.57M - $2.59M
|
103K
$5.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
45.1KNew |
$2.29M - $2.31M
|
45.1K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
45.1K+ 19.88% |
$2.29M - $2.31M
|
272K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.9K+ 58.32% |
$2.03M - $2.04M
|
108K
$5.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
37.8K+ 27.32% |
$1.92M - $1.93M
|
176K
$8.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
33.6K+ 7.07% |
$1.71M - $1.72M
|
509K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
27.2K+ 18.74% |
$1.38M - $1.39M
|
173K
$8.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
26K+ 14.65% |
$1.32M - $1.33M
|
203K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
23.8K+ 1.75% |
$1.21M - $1.22M
|
1.38M
$70.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.2K+ 25.93% |
$1.18M - $1.18M
|
113K
$5.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
20.2K+ 223.64% |
$1.02M - $1.03M
|
29.2K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.1K+ 80.64% |
$917K - $922K
|
40.4K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
17.7K+ 14.22% |
$900K - $904K
|
142K
$7.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.2K+ 22.28% |
$824K - $828K
|
89K
$4.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
15.1K+ 119.62% |
$766K - $770K
|
27.7K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.4K+ 8.82% |
$683K - $686K
|
166K
$8.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13.3K+ 32.87% |
$674K - $678K
|
53.6K
$2.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.8KNew |
$649K - $653K
|
12.8K
$651K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.9K+ 20.78% |
$607K - $610K
|
69.4K
$3.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 20.8% |
$588K - $591K
|
67.2K
$3.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
11.4K+ 16.6% |
$578K - $581K
|
79.9K
$4.07M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.8KNew |
$547K - $550K
|
10.8K
$549K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
10.1K+ 6.86% |
$513K - $515K
|
157K
$8.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
10.1K+ 44.62% |
$512K - $514K
|
32.6K
$1.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.99K+ 16.19% |
$508K - $511K
|
71.7K
$3.65M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9.17K+ 65.81% |
$466K - $469K
|
23.1K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.69K+ 22.98% |
$442K - $444K
|
46.5K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.38KNew |
$426K - $428K
|
8.38K
$427K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
7.5K+ 28.97% |
$381K - $383K
|
33.4K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
7.19K+ 4.29% |
$365K - $367K
|
175K
$8.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6.96K+ 3.06% |
$354K - $355K
|
234K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.86K+ 90.83% |
$349K - $351K
|
14.4K
$734K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
6.45KNew |
$328K - $329K
|
6.45K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.37K+ 11.93% |
$324K - $325K
|
59.8K
$3.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.05K+ 12.86% |
$307K - $309K
|
53.1K
$2.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
6.02KNew |
$306K - $307K
|
6.02K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$279K - $280K
|
5.49K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
5.41KNew |
$275K - $276K
|
5.41K
$276K
|