Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.44M+ 3.78% |
$73.1M - $73.4M
|
39.5M
$2.01B
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
723K+ 1841.43% |
$36.8M - $36.9M
|
762K
$38.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
710K+ 19.96% |
$36.1M - $36.3M
|
4.27M
$217M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
341K+ 414.94% |
$17.3M - $17.4M
|
423K
$21.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
310K+ 16.53% |
$15.8M - $15.9M
|
2.19M
$111M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
219K+ 30.41% |
$11.2M - $11.2M
|
941K
$47.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
217K+ 55.98% |
$11M - $11.1M
|
603K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
188KNew |
$9.57M - $9.61M
|
188K
$9.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
181K+ 3372.38% |
$9.19M - $9.23M
|
186K
$9.47M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154K+ 15.38% |
$7.85M - $7.88M
|
1.16M
$58.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
151K+ 49.48% |
$7.66M - $7.69M
|
455K
$23.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
148K+ 1095.66% |
$7.55M - $7.58M
|
162K
$8.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
138KNew |
$7.01M - $7.04M
|
138K
$7.01M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
133K+ 67.59% |
$6.77M - $6.8M
|
330K
$16.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
119KNew |
$6.04M - $6.07M
|
119K
$6.05M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
105K+ 42.74% |
$5.35M - $5.38M
|
351K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
103K+ 50.25% |
$5.26M - $5.28M
|
309K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
95.4K+ 14.88% |
$4.85M - $4.87M
|
736K
$37.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 32.79% |
$4.16M - $4.18M
|
331K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
80.2K+ 7.78% |
$4.08M - $4.1M
|
1.11M
$56.5M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
80K+ 96.58% |
$4.07M - $4.09M
|
163K
$8.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
75.1K+ 54.15% |
$3.82M - $3.84M
|
214K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
74.6K+ 378.59% |
$3.8M - $3.81M
|
94.3K
$4.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
68.3K+ 3.51% |
$3.48M - $3.49M
|
2.02M
$103M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
66.2K+ 140.24% |
$3.37M - $3.38M
|
113K
$5.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
64.3K+ 716.57% |
$3.27M - $3.28M
|
73.3K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63K+ 205.16% |
$3.2M - $3.22M
|
93.7K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.5K+ 263.57% |
$3.03M - $3.04M
|
82K
$4.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
57.8K+ 50.98% |
$2.94M - $2.95M
|
171K
$8.72M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52.4K+ 23.06% |
$2.66M - $2.68M
|
279K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
45.9K+ 268.79% |
$2.33M - $2.35M
|
63K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
45.8K+ 3.57% |
$2.33M - $2.34M
|
1.33M
$67.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.4K+ 36.05% |
$2.31M - $2.32M
|
171K
$8.73M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
40.3KNew |
$2.05M - $2.06M
|
40.3K
$2.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
39.3KNew |
$2M - $2.01M
|
39.3K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
38.2KNew |
$1.94M - $1.95M
|
38.2K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.5K+ 457.56% |
$1.86M - $1.86M
|
44.5K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
33.5K+ 322.45% |
$1.7M - $1.71M
|
43.9K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.5K+ 54.97% |
$1.3M - $1.3M
|
71.9K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
25KNew |
$1.27M - $1.28M
|
25K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.8K+ 52.57% |
$1.26M - $1.27M
|
71.9K
$3.66M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.7K+ 51.06% |
$1.26M - $1.26M
|
73K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22K+ 17.19% |
$1.12M - $1.12M
|
150K
$7.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
21.8K+ 228.18% |
$1.11M - $1.11M
|
31.3K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
20.8K+ 16.53% |
$1.06M - $1.06M
|
146K
$7.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
20.6K+ 18.12% |
$1.05M - $1.05M
|
135K
$6.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
19.9K+ 12.63% |
$1.01M - $1.01M
|
177K
$9.02M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
19.7K+ 19.65% |
$1M - $1M
|
120K
$6.1M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
19.6K+ 23.37% |
$997K - $1M
|
103K
$5.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
19.4K+ 14.73% |
$989K - $993K
|
151K
$7.71M
|