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 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
5.27K+ 15.8% |
$268K - $269K
|
38.6K
$1.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.17K+ 26.26% |
$263K - $264K
|
24.8K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.78K+ 3.96% |
$243K - $244K
|
126K
$6.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.5KNew |
$229K - $230K
|
4.5K
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4KNew |
$203K - $204K
|
4K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4KNew |
$203K - $204K
|
4K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.99K+ 2.93% |
$203K - $204K
|
140K
$7.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.96K+ 0.98% |
$201K - $202K
|
409K
$20.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.82K+ 12.68% |
$194K - $195K
|
34K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.46K+ 20.96% |
$176K - $177K
|
19.9K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.01K+ 2.07% |
$153K - $154K
|
148K
$7.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3K+ 646.55% |
$152K - $153K
|
3.46K
$176K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.91K+ 10.39% |
$148K - $149K
|
30.9K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.63K+ 11.15% |
$134K - $134K
|
26.2K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.63K+ 9.41% |
$134K - $134K
|
30.6K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.48KNew |
$126K - $127K
|
2.48K
$126K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.35K+ 19.86% |
$120K - $120K
|
14.2K
$723K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.28K+ 1.42% |
$116K - $117K
|
163K
$8.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.26K+ 1.35% |
$115K - $115K
|
170K
$8.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 7.38% |
$111K - $111K
|
31.8K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.12K+ 5.23% |
$108K - $108K
|
42.6K
$2.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.96K+ 2.55% |
$99.8K - $100K
|
79.1K
$4.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 0.75% |
$98.8K - $99.4K
|
260K
$13.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.91K+ 1.46% |
$97.3K - $97.8K
|
133K
$6.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 10.42% |
$92.6K - $93.1K
|
19.3K
$983K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.72K+ 6.97% |
$87.2K - $87.6K
|
26.3K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.65K+ 0.92% |
$84.1K - $84.5K
|
181K
$9.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 6.1% |
$82.7K - $83.2K
|
28.3K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.6K+ 17.17% |
$81.2K - $81.6K
|
10.9K
$555K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.47K+ 2.16% |
$74.5K - $74.9K
|
69.3K
$3.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.46KNew |
$74K - $74.4K
|
1.46K
$74.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.45K+ 2.36% |
$73.8K - $74.2K
|
63K
$3.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.4KNew |
$71.1K - $71.5K
|
1.4K
$71.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.27K+ 3.4% |
$64.7K - $65K
|
38.7K
$1.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 8.9% |
$59.7K - $60K
|
14.4K
$732K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.17K+ 1.45% |
$59.4K - $59.7K
|
81.8K
$4.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 8.95% |
$57K - $57.3K
|
13.7K
$696K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.07K+ 22.08% |
$54.5K - $54.8K
|
5.93K
$302K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
1.06K+ 9.16% |
$54K - $54.3K
|
12.7K
$644K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
933+ 7.33% |
$47.4K - $47.7K
|
13.7K
$696K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
870+ 2.55% |
$44.2K - $44.4K
|
35K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
855+ 6.45% |
$43.5K - $43.7K
|
14.1K
$719K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
812New |
$41.3K - $41.5K
|
812
$41.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
773+ 13.63% |
$39.3K - $39.5K
|
6.45K
$328K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
739+ 8.97% |
$37.6K - $37.8K
|
8.98K
$457K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
726+ 142.63% |
$36.9K - $37.1K
|
1.24K
$62.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
610+ 5.58% |
$31K - $31.2K
|
11.5K
$587K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
588+ 2.55% |
$29.9K - $30K
|
23.6K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
566+ 14.37% |
$28.8K - $28.9K
|
4.51K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
554+ 3.48% |
$28.2K - $28.3K
|
16.5K
$840K
|