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
|
Savant Capital, LLC
|
SELL
|
- |
-1.36K- 13.65% |
$69.2K - $69.5K
|
8.61K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-1.37K- 3.01% |
$69.7K - $70K
|
44.2K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 18.25% |
$72.2K - $72.5K
|
6.36K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 3.89% |
$74.8K - $75.1K
|
36.3K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.48K- 9.53% |
$75.2K - $75.5K
|
14K
$715K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.59K- 1.85% |
$80.6K - $81K
|
84K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-1.6K- 81.13% |
$81.1K - $81.5K
|
371
$18.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.72K- 5.66% |
$87.2K - $87.6K
|
28.6K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.76K- 17.55% |
$89.3K - $89.7K
|
8.25K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.96K- 23.57% |
$99.8K - $100K
|
6.36K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.28K- 16.82% |
$116K - $116K
|
11.2K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.32K- 4.76% |
$118K - $119K
|
46.5K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.48K- 6.79% |
$126K - $127K
|
34.1K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.52K- 9.95% |
$128K - $129K
|
22.8K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.53K- 3.98% |
$129K - $129K
|
60.9K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-3.09K- 14.73% |
$157K - $158K
|
17.9K
$912K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.24K- 7.93% |
$165K - $166K
|
37.6K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-3.26K- 13.35% |
$166K - $166K
|
21.1K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.26K- 10.01% |
$166K - $167K
|
29.3K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-3.47K- 50.25% |
$177K - $177K
|
3.44K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.56K- 4.15% |
$181K - $182K
|
82.3K
$4.19M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3.72K- 20.13% |
$189K - $190K
|
14.8K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 25.1% |
$191K - $192K
|
11.2K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.87K- 25.77% |
$197K - $197K
|
11.1K
$567K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-4.08K- 20.06% |
$208K - $208K
|
16.3K
$828K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.33K- 12.42% |
$220K - $221K
|
30.5K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-4.86K- 17.51% |
$247K - $248K
|
22.9K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5K- 21.99% |
$254K - $255K
|
17.7K
$903K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.05K- 1.11% |
$257K - $258K
|
451K
$23M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.16K- 9.77% |
$262K - $263K
|
47.6K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.46K- 14.06% |
$278K - $279K
|
33.4K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-5.48K- 17.29% |
$279K - $280K
|
26.2K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-6.18K- 21.05% |
$314K - $316K
|
23.2K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.36K- 33.75% |
$323K - $325K
|
12.5K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.38K- 25.59% |
$324K - $326K
|
18.5K
$944K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.77K- 2.73% |
$344K - $346K
|
241K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-7K- 93.33% |
$356K - $358K
|
500
$25.5K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-7.22K- 40.83% |
$367K - $369K
|
10.5K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-7.44K- 4.78% |
$379K - $380K
|
148K
$7.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.55K- 4.22% |
$384K - $386K
|
171K
$8.71M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.76K- 61.29% |
$395K - $396K
|
4.9K
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.77K- 5.15% |
$395K - $397K
|
143K
$7.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-7.94K- 5.01% |
$404K - $406K
|
150K
$7.66M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-8.15K- 3.76% |
$415K - $416K
|
208K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.95K- 20.11% |
$455K - $457K
|
35.5K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.96K- 2.57% |
$456K - $458K
|
340K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-9.63K- 51.5% |
$490K - $492K
|
9.07K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 12.86% |
$545K - $548K
|
72.7K
$3.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.8K- 48.88% |
$548K - $550K
|
11.3K
$573K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.2K- 87.35% |
$572K - $574K
|
1.63K
$82.8K
|