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 |
|---|---|---|---|---|---|---|---|
|
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
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
19.2KNew |
$975K - $979K
|
19.2K
$976K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.5KNew |
$940K - $944K
|
18.5K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
18.4K+ 3.84% |
$937K - $941K
|
498K
$25.4M
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
16.8K+ 259.11% |
$854K - $857K
|
23.3K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
16.6K+ 11.3% |
$843K - $847K
|
163K
$8.32M
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
16K+ 25.23% |
$814K - $817K
|
79.4K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
16K+ 25.23% |
$814K - $817K
|
79.4K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.8KNew |
$803K - $807K
|
15.8K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
15.7K+ 963.55% |
$797K - $801K
|
17.3K
$882K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.2KNew |
$773K - $777K
|
15.2K
$774K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 17.49% |
$746K - $749K
|
98.5K
$5.02M
|
|
|
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 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13.9K+ 6.0% |
$707K - $711K
|
246K
$12.5M
|
|
|
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
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
13.6K+ 314.83% |
$690K - $693K
|
17.9K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
13.5K+ 11.61% |
$688K - $691K
|
130K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 19.15% |
$674K - $676K
|
82.4K
$4.2M
|
|
|
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
$641K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.5K+ 11.11% |
$637K - $640K
|
125K
$6.38M
|
|
|
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
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12.2KNew |
$622K - $624K
|
12.2K
$623K
|
|
|
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
$858K
|
|
|
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
$7.17M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 81.85% |
$543K - $545K
|
23.7K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
10.5KNew |
$534K - $536K
|
10.5K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.3K+ 201.7% |
$524K - $526K
|
15.4K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
10.3K+ 57.45% |
$523K - $525K
|
28.2K
$1.44M
|