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 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
553+ 12.77% |
$28.1K - $28.3K
|
4.88K
$249K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
541New |
$27.5K - $27.6K
|
541
$27.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
536+ 11.05% |
$27.2K - $27.4K
|
5.39K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
504+ 5.78% |
$25.6K - $25.7K
|
9.22K
$470K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
409New |
$20.8K - $20.9K
|
409
$20.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
376+ 3.02% |
$19.1K - $19.2K
|
12.8K
$654K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
373+ 2.39% |
$19K - $19.1K
|
16K
$815K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350+ 1.02% |
$17.8K - $17.9K
|
34.6K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
196+ 68.53% |
$9.96K - $10K
|
482
$24.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
BUY
|
- |
174+ 1.24% |
$8.84K - $8.89K
|
14.2K
$721K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
153+ 1.25% |
$7.78K - $7.82K
|
12.4K
$633K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
138+ 1.9% |
$7.01K - $7.05K
|
7.41K
$377K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
135+ 1.14% |
$6.86K - $6.9K
|
11.9K
$608K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
128+ 0.33% |
$6.5K - $6.54K
|
38.7K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
126+ 3.64% |
$6.4K - $6.44K
|
3.59K
$183K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
100+ 0.78% |
$5.08K - $5.11K
|
13K
$661K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
82+ 1.67% |
$4.17K - $4.19K
|
4.98K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
73+ 1.25% |
$3.71K - $3.73K
|
5.94K
$302K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60New |
$3.05K - $3.07K
|
60
$3.06K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
59+ 1.51% |
$3K - $3.01K
|
3.97K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
59+ 13.47% |
$3K - $3.01K
|
497
$25.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
50+ 0.89% |
$2.54K - $2.55K
|
5.66K
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
48+ 0.32% |
$2.44K - $2.45K
|
15K
$762K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
39+ 0.08% |
$1.98K - $1.99K
|
47.6K
$2.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.73K - $1.74K
|
34
$1.73K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
34+ 0.6% |
$1.73K - $1.74K
|
5.75K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
18+ 0.31% |
$915 - $920
|
5.91K
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
17+ 1.47% |
$864 - $869
|
1.17K
$59.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
15New |
$762 - $766
|
15
$764
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 1.3% |
$711 - $715
|
1.1K
$55.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
11+ 1.27% |
$559 - $562
|
880
$44.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10+ 0.03% |
$508 - $511
|
38.1K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 1.26% |
$407 - $409
|
645
$32.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.51% |
$50.8 - $51.1
|
199
$10.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 60.0% |
$457 - $460
|
6
$306
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29- 20.14% |
$1.47K - $1.48K
|
115
$5.86K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-40- 0.57% |
$2.03K - $2.04K
|
6.98K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-75- 0.33% |
$3.81K - $3.83K
|
22.8K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-80- 90.91% |
$4.07K - $4.09K
|
8
$407
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-81- 0.11% |
$4.12K - $4.14K
|
74.7K
$3.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-91- 0.1% |
$4.62K - $4.65K
|
93.9K
$4.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-95- 0.33% |
$4.83K - $4.85K
|
28.7K
$1.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-100- 0.57% |
$5.08K - $5.11K
|
17.5K
$893K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-110- 1.31% |
$5.59K - $5.62K
|
8.29K
$422K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-119- 0.1% |
$6.05K - $6.08K
|
116K
$5.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-136- 0.99% |
$6.91K - $6.95K
|
13.6K
$694K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-138- 0.53% |
$7.01K - $7.05K
|
25.9K
$1.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-146- 0.28% |
$7.42K - $7.46K
|
52.3K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-150- 2.96% |
$7.62K - $7.66K
|
4.92K
$251K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-156- 2.85% |
$7.93K - $7.97K
|
5.32K
$271K
|