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 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
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.4K+ 5.68% |
$1.04M - $1.04M
|
379K
$19.3M
|
|
|
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
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.5KNew |
$940K - $944K
|
18.5K
$941K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
18K+ 20.14% |
$916K - $919K
|
107K
$5.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.9K+ 18.15% |
$913K - $917K
|
117K
$5.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
17.9KNew |
$912K - $916K
|
17.9K
$913K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
16.6K+ 11.3% |
$843K - $847K
|
163K
$8.31M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
16.5K+ 74.49% |
$839K - $842K
|
38.6K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
16.1K+ 9.25% |
$817K - $821K
|
190K
$9.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.8KNew |
$803K - $807K
|
15.8K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14.9K+ 284.97% |
$756K - $760K
|
20.1K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 34.25% |
$754K - $757K
|
58.1K
$2.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
14.6K+ 13.26% |
$741K - $744K
|
124K
$6.34M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
14.4K+ 39.21% |
$732K - $735K
|
51.1K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
14.1K+ 104.12% |
$716K - $719K
|
27.6K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14K+ 4.15% |
$711K - $714K
|
351K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13.7KNew |
$699K - $702K
|
13.7K
$700K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6K+ 25.19% |
$692K - $695K
|
67.6K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
13.6K+ 314.83% |
$690K - $693K
|
17.9K
$910K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.2K+ 29.54% |
$671K - $674K
|
57.8K
$2.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
13K+ 11.29% |
$660K - $663K
|
128K
$6.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
12.9K+ 53.84% |
$657K - $660K
|
36.9K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.6K+ 6.33% |
$643K - $645K
|
212K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$640K - $643K
|
12.6K
$640K
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
12.5K+ 34.27% |
$635K - $638K
|
48.9K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
12.4K+ 26.35% |
$630K - $633K
|
59.4K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11.8K+ 10.0% |
$599K - $601K
|
129K
$6.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.5K+ 216.76% |
$586K - $589K
|
16.8K
$857K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.9K+ 7.59% |
$554K - $557K
|
155K
$7.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.8K+ 8.36% |
$552K - $554K
|
141K
$7.16M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
10.5KNew |
$534K - $536K
|
10.5K
$534K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
10.3K+ 57.45% |
$523K - $525K
|
28.2K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
10.1K+ 6.77% |
$515K - $517K
|
160K
$8.13M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.59K+ 71.19% |
$488K - $490K
|
23.1K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.45K+ 17.34% |
$481K - $483K
|
64K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.37K+ 468300.0% |
$476K - $479K
|
9.37K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.29KNew |
$473K - $475K
|
9.29K
$473K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9.25KNew |
$471K - $473K
|
9.25K
$471K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.22KNew |
$469K - $471K
|
9.22K
$469K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
8.75K+ 5.77% |
$445K - $447K
|
160K
$8.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.58K+ 3.92% |
$436K - $438K
|
227K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
8.38KNew |
$426K - $428K
|
8.38K
$427K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
8.31K+ 3.02% |
$423K - $425K
|
284K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.89KNew |
$401K - $403K
|
7.89K
$402K
|