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 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
22.9KNew |
$1.15M - $1.17M
|
22.9K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
22.5KNew |
$1.13M - $1.15M
|
22.5K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.3K+ 132.2% |
$1.12M - $1.14M
|
39.1K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
21.5KNew |
$1.08M - $1.1M
|
21.5K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
20.9K+ 226.82% |
$1.05M - $1.07M
|
30.1K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.2K+ 41.21% |
$1.01M - $1.03M
|
69.3K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20KNew |
$1M - $1.02M
|
20K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
19.9K+ 101.25% |
$997K - $1.02M
|
39.6K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
19.8K+ 283.47% |
$994K - $1.01M
|
26.8K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.3KNew |
$967K - $985K
|
19.3K
$983K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
18.8KNew |
$941K - $958K
|
18.8K
$957K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
17.9K+ 17.34% |
$895K - $912K
|
121K
$6.16M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.3K+ 18.45% |
$866K - $882K
|
111K
$5.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 26.68% |
$855K - $870K
|
81K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17K+ 0.55% |
$850K - $865K
|
3.08M
$157M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
16.9K+ 13.03% |
$848K - $864K
|
147K
$7.49M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
16.9K+ 5.12% |
$846K - $862K
|
347K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.8K+ 5.63% |
$844K - $859K
|
316K
$16.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.7K+ 95.01% |
$837K - $852K
|
34.3K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.6K+ 9.7% |
$833K - $848K
|
188K
$9.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.4KNew |
$824K - $839K
|
16.4K
$838K
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.4K+ 13.72% |
$823K - $838K
|
136K
$6.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
16.1K+ 3.23% |
$807K - $822K
|
514K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16K+ 13.4% |
$800K - $815K
|
135K
$6.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.9K+ 38.13% |
$795K - $810K
|
57.5K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
15.6K+ 356.06% |
$783K - $797K
|
20K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
15.6KNew |
$780K - $794K
|
15.6K
$793K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 110.93% |
$776K - $790K
|
29.4K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.1K+ 80.91% |
$759K - $773K
|
33.9K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
14.9K+ 18.06% |
$744K - $758K
|
97.1K
$4.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14.3K+ 4.98% |
$717K - $730K
|
301K
$15.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
14.1K+ 7.45% |
$709K - $722K
|
204K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14KNew |
$703K - $716K
|
14K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.9K+ 110.43% |
$696K - $709K
|
26.5K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
13.8K+ 135.45% |
$693K - $706K
|
24K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.6KNew |
$683K - $696K
|
13.6K
$695K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.6K+ 3.6% |
$682K - $695K
|
392K
$20M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13.1K+ 52.53% |
$658K - $670K
|
38.1K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
13KNew |
$651K - $663K
|
13K
$662K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 3.64% |
$639K - $651K
|
363K
$18.5M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
12.7KNew |
$638K - $650K
|
12.7K
$649K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.7KNew |
$638K - $650K
|
12.7K
$649K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12.6KNew |
$631K - $643K
|
12.6K
$642K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12.5K+ 21.68% |
$628K - $640K
|
70.4K
$3.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
12.4K+ 9.21% |
$621K - $632K
|
147K
$7.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.3KNew |
$615K - $626K
|
12.3K
$625K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
11.6KNew |
$581K - $591K
|
11.6K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
11.5K+ 16.29% |
$576K - $587K
|
82.1K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.8K+ 8.5% |
$543K - $553K
|
138K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.7K+ 15.08% |
$538K - $548K
|
82K
$4.18M
|