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 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.78K+ 11.29% |
$141K - $142K
|
27.4K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.58K+ 15.72% |
$131K - $132K
|
19K
$967K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.58K+ 4.8% |
$131K - $132K
|
56.3K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.4K+ 8.36% |
$122K - $123K
|
31.1K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2K+ 13.01% |
$102K - $102K
|
17.4K
$885K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2K+ 4.88% |
$102K - $102K
|
43K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.95K+ 4.24% |
$98.9K - $99.4K
|
47.8K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.88K+ 13.33% |
$95.7K - $96.2K
|
16K
$815K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.85K+ 35.89% |
$94.1K - $94.5K
|
7K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.81K+ 6.13% |
$92K - $92.4K
|
31.3K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.73K+ 14.16% |
$88.1K - $88.4K
|
14K
$711K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.72K+ 23.86% |
$87.5K - $87.9K
|
8.93K
$455K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.63K+ 0.98% |
$82.9K - $83.3K
|
168K
$8.56M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.61K+ 11.54% |
$82K - $82.4K
|
15.6K
$793K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.55K+ 13.36% |
$79K - $79.3K
|
13.2K
$671K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.52K+ 2.08% |
$77.3K - $77.6K
|
74.4K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.48K+ 22.69% |
$75.3K - $75.6K
|
8K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.45K+ 2.05% |
$73.8K - $74.1K
|
72.4K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.32K+ 1.32% |
$67.3K - $67.6K
|
102K
$5.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.32K+ 165.87% |
$67.3K - $67.5K
|
2.12K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.15K+ 14.25% |
$58.5K - $58.8K
|
9.22K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.13K+ 19.11% |
$57.6K - $57.8K
|
7.06K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.06K+ 9.01% |
$53.9K - $54.2K
|
12.8K
$653K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
993+ 4.36% |
$50.5K - $50.7K
|
23.8K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
984+ 16.4% |
$50.1K - $50.3K
|
6.98K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
967+ 1.01% |
$49.2K - $49.4K
|
96.9K
$4.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
948New |
$48.2K - $48.4K
|
948
$48.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
946+ 7.54% |
$48.1K - $48.3K
|
13.5K
$687K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
917+ 1.75% |
$46.6K - $46.8K
|
53.2K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
859+ 10.88% |
$43.7K - $43.9K
|
8.76K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
806+ 5.76% |
$41K - $41.2K
|
14.8K
$754K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
775+ 28.92% |
$39.4K - $39.6K
|
3.46K
$176K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
755+ 3.05% |
$38.4K - $38.6K
|
25.5K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
658+ 0.26% |
$33.5K - $33.6K
|
258K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
606+ 4.56% |
$30.8K - $31K
|
13.9K
$707K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
605+ 0.59% |
$30.8K - $30.9K
|
103K
$5.25M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
579+ 2.97% |
$29.5K - $29.6K
|
20.1K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
573New |
$29.1K - $29.3K
|
573
$29.2K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
567+ 5.22% |
$28.8K - $29K
|
11.4K
$582K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
492+ 0.63% |
$25K - $25.1K
|
78.8K
$4.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
490+ 242.57% |
$24.9K - $25K
|
692
$35.2K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
479+ 3.46% |
$24.4K - $24.5K
|
14.3K
$730K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
469+ 7.04% |
$23.9K - $24K
|
7.13K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
467+ 4.81% |
$23.8K - $23.9K
|
10.2K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
419+ 2.08% |
$21.3K - $21.4K
|
20.6K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
414+ 0.23% |
$21.1K - $21.2K
|
178K
$9.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
414New |
$21.1K - $21.2K
|
414
$21.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
400+ 62.5% |
$20.3K - $20.4K
|
1.04K
$53K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
397+ 7.07% |
$20.2K - $20.3K
|
6.01K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
394+ 1.55% |
$20K - $20.1K
|
25.7K
$1.31M
|