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 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-2.71K- 19.82% |
$138K - $138K
|
10.9K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.71K- 6.04% |
$138K - $138K
|
42.1K
$2.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.75K- 26.44% |
$140K - $140K
|
7.65K
$390K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.77K- 14.36% |
$141K - $142K
|
16.5K
$842K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.78K- 6.7% |
$141K - $142K
|
38.7K
$1.97M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.78K- 13.95% |
$141K - $142K
|
17.2K
$875K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.95K- 10.01% |
$150K - $151K
|
26.5K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.03K- 5.25% |
$154K - $155K
|
54.6K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.07K- 2.78% |
$156K - $157K
|
107K
$5.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.13K- 3.86% |
$159K - $160K
|
77.9K
$3.97M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.15K- 9.29% |
$160K - $161K
|
30.8K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.52K- 4.57% |
$179K - $180K
|
73.6K
$3.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.45K- 10.63% |
$226K - $227K
|
37.4K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-4.76K- 16.91% |
$242K - $243K
|
23.4K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5K- 51.86% |
$254K - $255K
|
4.64K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-5.05K- 3.32% |
$257K - $258K
|
147K
$7.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.09K- 16.33% |
$258K - $260K
|
26.1K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-5.53K- 1.61% |
$281K - $282K
|
338K
$17.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.56K- 8.95% |
$283K - $284K
|
56.6K
$2.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.72K- 51.01% |
$291K - $292K
|
5.5K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.82K- 9.69% |
$346K - $348K
|
63.6K
$3.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.09K- 51.16% |
$360K - $362K
|
6.77K
$345K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-7.71K- 31.42% |
$392K - $394K
|
16.8K
$857K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.35K- 11.32% |
$424K - $427K
|
65.4K
$3.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.89K- 22.74% |
$452K - $454K
|
30.2K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.89K- 16.94% |
$452K - $454K
|
43.6K
$2.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.02K- 68.2% |
$458K - $461K
|
4.21K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.31K- 32.38% |
$473K - $475K
|
19.4K
$990K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10.3K- 6.47% |
$524K - $526K
|
149K
$7.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.4K- 20.23% |
$531K - $534K
|
41.2K
$2.1M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-10.7KClosed |
$543K - $546K
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-10.7K- 65.85% |
$544K - $547K
|
5.55K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10.9K- 4.8% |
$555K - $557K
|
216K
$11M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-12.2K- 43.65% |
$620K - $623K
|
15.8K
$802K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-14.7K- 8.74% |
$745K - $749K
|
153K
$7.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.7K- 11.88% |
$746K - $750K
|
109K
$5.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-15.5K- 10.49% |
$786K - $791K
|
132K
$6.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-16.3K- 24.13% |
$827K - $831K
|
51.2K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.5K- 3.84% |
$839K - $844K
|
413K
$21M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-19K- 2.48% |
$964K - $969K
|
745K
$37.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-19K- 4.86% |
$967K - $972K
|
373K
$19M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-19.5K- 57.51% |
$990K - $995K
|
14.4K
$733K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21K- 45.1% |
$1.07M - $1.07M
|
25.6K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.4K- 2.12% |
$1.14M - $1.14M
|
1.03M
$52.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-26.7K- 49.82% |
$1.36M - $1.36M
|
26.9K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.3K- 46.59% |
$1.64M - $1.65M
|
37K
$1.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-65.2K- 16.38% |
$3.31M - $3.33M
|
333K
$16.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-72.5K- 8.64% |
$3.68M - $3.7M
|
767K
$39.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-99.5K- 96.02% |
$5.05M - $5.08M
|
4.13K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-139K- 87.98% |
$7.07M - $7.1M
|
19K
$968K
|