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 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.1K- 36.96% |
$618K - $620K
|
20.7K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-13.8K- 58.1% |
$703K - $706K
|
9.96K
$507K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-14.6K- 51.43% |
$744K - $747K
|
13.8K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.4K- 7.76% |
$986K - $990K
|
230K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
SELL
|
- |
-22K- 22.0% |
$1.12M - $1.12M
|
78K
$3.97M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-23.5K- 52.21% |
$1.19M - $1.2M
|
21.5K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-26K- 67.91% |
$1.32M - $1.33M
|
12.3K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30.3K- 6.27% |
$1.54M - $1.55M
|
453K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-54.1K- 28.06% |
$2.75M - $2.76M
|
139K
$7.06M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-60.5K- 77.17% |
$3.08M - $3.09M
|
17.9K
$911K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-69.6K- 77.41% |
$3.54M - $3.56M
|
20.3K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-90K- 10.34% |
$4.58M - $4.6M
|
780K
$39.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-107K- 85.1% |
$5.44M - $5.46M
|
18.7K
$953K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-121K- 3.95% |
$6.14M - $6.16M
|
2.93M
$149M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-127K- 19.38% |
$6.46M - $6.49M
|
528K
$26.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-143K- 66.33% |
$7.27M - $7.3M
|
72.5K
$3.69M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-144K- 59.46% |
$7.34M - $7.37M
|
98.3K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-181K- 96.25% |
$9.21M - $9.25M
|
7.05K
$359K
|