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
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
392+ 2.25% |
$19.9K - $20K
|
17.8K
$909K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
380+ 269.5% |
$19.3K - $19.4K
|
521
$26.5K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
308+ 3.29% |
$15.7K - $15.7K
|
9.68K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
301New |
$15.3K - $15.4K
|
301
$15.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
294+ 1.92% |
$15K - $15K
|
15.6K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
284New |
$14.4K - $14.5K
|
284
$14.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
274+ 2.56% |
$13.9K - $14K
|
11K
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
267+ 6.71% |
$13.6K - $13.6K
|
4.25K
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
260+ 0.78% |
$13.2K - $13.3K
|
33.7K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
251+ 1.69% |
$12.8K - $12.8K
|
15.1K
$767K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
250+ 2.52% |
$12.7K - $12.8K
|
10.2K
$518K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
245+ 0.77% |
$12.5K - $12.5K
|
32K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
217+ 13.05% |
$11K - $11.1K
|
1.88K
$95.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
200+ 1.57% |
$10.2K - $10.2K
|
12.9K
$658K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196+ 1.87% |
$9.97K - $10K
|
10.7K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
191+ 0.63% |
$9.72K - $9.76K
|
30.7K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
158+ 6.9% |
$8.04K - $8.07K
|
2.45K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
130+ 6.68% |
$6.61K - $6.64K
|
2.08K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
127+ 0.76% |
$6.46K - $6.49K
|
16.7K
$853K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
116+ 0.19% |
$5.9K - $5.93K
|
59.9K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
111New |
$5.65K - $5.67K
|
111
$5.65K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
98+ 0.92% |
$4.99K - $5.01K
|
10.8K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
88New |
$4.48K - $4.5K
|
88
$4.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
83+ 16.31% |
$4.22K - $4.24K
|
592
$30.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
75+ 1.33% |
$3.82K - $3.83K
|
5.71K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 1325.0% |
$2.7K - $2.71K
|
57
$2.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
49+ 0.26% |
$2.49K - $2.5K
|
18.8K
$959K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
44+ 0.77% |
$2.24K - $2.25K
|
5.79K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
38+ 0.75% |
$1.93K - $1.94K
|
5.13K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.73K - $1.74K
|
34
$1.73K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.75% |
$1.63K - $1.63K
|
4.28K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 0.25% |
$1.53K - $1.53K
|
12.2K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.35% |
$1.22K - $1.23K
|
6.91K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
22+ 6.16% |
$1.12K - $1.12K
|
379
$19.3K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
20+ 0.28% |
$1.02K - $1.02K
|
7.1K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.75% |
$407 - $409
|
1.07K
$54.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.64% |
$203 - $204
|
629
$32K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.61% |
$153 - $153
|
491
$25K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.94% |
$50.9 - $51.1
|
107
$5.45K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$50.9 - $51.1
|
1.15K
$58.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.51% |
$50.9 - $51.1
|
198
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3- 0.01% |
$153 - $153
|
29.6K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3- 0.07% |
$153 - $153
|
4.02K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 12.0% |
$153 - $153
|
22
$1.12K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5- 26.32% |
$254 - $255
|
14
$713
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 0.12% |
$458 - $460
|
7.2K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-28- 0.05% |
$1.42K - $1.43K
|
52.1K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 51.25% |
$2.09K - $2.09K
|
39
$1.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-56- 1.22% |
$2.85K - $2.86K
|
4.54K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-78- 0.89% |
$3.97K - $3.99K
|
8.64K
$440K
|