Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.71K- 11.94% |
$286K - $292K
|
42.1K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-5.85K- 41.62% |
$293K - $299K
|
8.21K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5.86K- 45.67% |
$294K - $299K
|
6.97K
$355K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.93K- 44.13% |
$297K - $302K
|
7.51K
$382K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-6.04K- 46.54% |
$303K - $308K
|
6.94K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.09K- 16.05% |
$305K - $310K
|
31.8K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-6.18K- 27.04% |
$310K - $316K
|
16.7K
$850K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.37K- 5.32% |
$319K - $325K
|
113K
$5.78M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-6.4K- 15.88% |
$321K - $327K
|
33.9K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.45K- 11.1% |
$323K - $329K
|
51.6K
$2.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.46K- 1.84% |
$324K - $330K
|
345K
$17.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.57K- 26.23% |
$329K - $335K
|
18.5K
$942K
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-7.19K- 2.71% |
$360K - $367K
|
258K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.27K- 50.0% |
$364K - $371K
|
7.27K
$370K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.32K- 14.04% |
$367K - $374K
|
44.8K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-7.74K- 5.58% |
$388K - $395K
|
131K
$6.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.75K- 40.17% |
$388K - $395K
|
11.5K
$588K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-7.93K- 34.38% |
$397K - $405K
|
15.1K
$771K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-8.25K- 5.86% |
$413K - $421K
|
132K
$6.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.44K- 5.07% |
$423K - $431K
|
158K
$8.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.55K- 27.49% |
$428K - $436K
|
22.6K
$1.15M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-8.64K- 48.25% |
$433K - $441K
|
9.27K
$472K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-8.91K- 20.72% |
$446K - $455K
|
34.1K
$1.74M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.1K- 7.88% |
$456K - $464K
|
106K
$5.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.14K- 6.89% |
$458K - $466K
|
124K
$6.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.55K- 12.86% |
$478K - $487K
|
64.7K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.57K- 7.23% |
$480K - $488K
|
123K
$6.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.96K- 55.71% |
$499K - $508K
|
7.92K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10K- 13.92% |
$502K - $511K
|
61.9K
$3.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-10K- 69.54% |
$503K - $513K
|
4.4K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-10.1K- 14.1% |
$507K - $517K
|
61.7K
$3.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.2K- 26.74% |
$512K - $521K
|
28K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 12.69% |
$518K - $528K
|
71.1K
$3.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-10.5K- 7.91% |
$527K - $536K
|
122K
$6.23M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 33.02% |
$543K - $553K
|
22K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-11.4K- 11.0% |
$570K - $581K
|
92.1K
$4.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11.9K- 6.93% |
$594K - $605K
|
159K
$8.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 3.34% |
$653K - $665K
|
377K
$19.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.1K- 19.32% |
$655K - $667K
|
54.6K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.3K- 5.41% |
$664K - $676K
|
232K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-13.8K- 5.75% |
$693K - $706K
|
227K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.9K- 32.0% |
$695K - $708K
|
29.5K
$1.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-14.5K- 34.21% |
$728K - $741K
|
27.9K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-14.9K- 20.54% |
$746K - $760K
|
57.6K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-15.6K- 7.48% |
$781K - $796K
|
193K
$9.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-15.8K- 50.93% |
$793K - $807K
|
15.3K
$777K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 2.48% |
$863K - $879K
|
678K
$34.6M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-18.3K- 78.69% |
$917K - $934K
|
4.96K
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-19.1K- 15.75% |
$955K - $973K
|
102K
$5.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-21.1K- 9.89% |
$1.06M - $1.08M
|
193K
$9.81M
|