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 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-186- 1.84% |
$9.45K - $9.5K
|
9.95K
$507K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-191- 9.2% |
$9.71K - $9.76K
|
1.88K
$96K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-195- 1.39% |
$9.91K - $9.96K
|
13.8K
$702K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-238- 5.2% |
$12.1K - $12.2K
|
4.34K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-288- 6.63% |
$14.6K - $14.7K
|
4.06K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-303- 3.83% |
$15.4K - $15.5K
|
7.61K
$388K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-310- 0.74% |
$15.8K - $15.8K
|
41.8K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-387- 5.57% |
$19.7K - $19.8K
|
6.57K
$334K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-445- 61.21% |
$22.6K - $22.7K
|
282
$14.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-449- 5.11% |
$22.8K - $22.9K
|
8.34K
$425K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-450- 4.38% |
$22.9K - $23K
|
9.83K
$501K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-498- 2.29% |
$25.3K - $25.4K
|
21.2K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-500- 78.13% |
$25.4K - $25.5K
|
140
$7.13K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-535- 6.9% |
$27.2K - $27.3K
|
7.22K
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-553- 11.31% |
$28.1K - $28.3K
|
4.34K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-558- 8.44% |
$28.4K - $28.5K
|
6.06K
$308K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-564- 2.79% |
$28.7K - $28.8K
|
19.6K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-570- 12.9% |
$29K - $29.1K
|
3.85K
$196K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 0.37% |
$30.5K - $30.7K
|
162K
$8.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-658- 1.81% |
$33.4K - $33.6K
|
35.7K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-714- 4.23% |
$36.3K - $36.5K
|
16.2K
$823K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-735- 3.98% |
$37.4K - $37.6K
|
17.8K
$904K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-759- 14.84% |
$38.6K - $38.8K
|
4.35K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-778- 7.99% |
$39.5K - $39.7K
|
8.96K
$456K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-812- 8.71% |
$41.3K - $41.5K
|
8.51K
$434K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-829- 14.33% |
$42.1K - $42.4K
|
4.96K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-840- 67.09% |
$42.7K - $42.9K
|
412
$21K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-864- 6.82% |
$43.9K - $44.1K
|
11.8K
$602K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-887- 3.69% |
$45.1K - $45.3K
|
23.2K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-912- 8.97% |
$46.3K - $46.6K
|
9.26K
$471K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1K- 9.99% |
$50.9K - $51.1K
|
9.02K
$459K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.02K- 2.69% |
$51.8K - $52.1K
|
36.9K
$1.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.21K- 8.5% |
$61.2K - $61.6K
|
13K
$660K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.3K- 0.91% |
$66.1K - $66.4K
|
141K
$7.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 3.42% |
$69.7K - $70.1K
|
38.7K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.5K- 75.0% |
$76.2K - $76.6K
|
500
$25.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.53K- 4.84% |
$77.8K - $78.2K
|
30.1K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.59K- 22.75% |
$80.7K - $81.1K
|
5.39K
$275K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.77K- 8.48% |
$90K - $90.5K
|
19.1K
$973K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.89K- 3.46% |
$95.8K - $96.4K
|
52.7K
$2.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.93K- 12.98% |
$98.2K - $98.8K
|
13K
$660K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.97K- 4.79% |
$100K - $101K
|
39.2K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.01K- 27.76% |
$102K - $103K
|
5.24K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.03K- 21.52% |
$103K - $104K
|
7.41K
$377K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.04K- 1.06% |
$103K - $104K
|
191K
$9.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.08K- 3.58% |
$106K - $106K
|
55.9K
$2.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.37K- 20.77% |
$121K - $121K
|
9.05K
$461K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 11.81% |
$132K - $133K
|
19.4K
$987K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.65K- 9.91% |
$135K - $135K
|
24.1K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
SELL
|
- |
-2.7K- 5.48% |
$137K - $138K
|
46.5K
$2.37M
|