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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 4.47% |
$532K - $542K
|
248K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.4K+ 147.44% |
$522K - $532K
|
17.5K
$891K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 7.65% |
$522K - $531K
|
146K
$7.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$521K - $531K
|
10.4K
$530K
|
|
|
Aug 12, 2025
Q2 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10.3K+ 321.8% |
$514K - $523K
|
13.4K
$685K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.81KNew |
$491K - $500K
|
9.81K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.74K+ 5.57% |
$488K - $497K
|
185K
$9.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.9K+ 6.88% |
$446K - $454K
|
138K
$7.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.84K+ 13.81% |
$443K - $451K
|
72.8K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.67K+ 1.92% |
$434K - $442K
|
461K
$23.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8.62K+ 3.5% |
$432K - $440K
|
254K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
8.57KNew |
$429K - $437K
|
8.57K
$437K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
8.5K+ 7.92% |
$426K - $434K
|
116K
$5.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.37K+ 62.48% |
$419K - $427K
|
21.8K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.24KNew |
$413K - $420K
|
8.24K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$413K - $420K
|
8.23K
$420K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.01K+ 18.24% |
$401K - $409K
|
51.9K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.87K+ 39.2% |
$394K - $402K
|
28K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
7.81K+ 15.28% |
$391K - $398K
|
58.9K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
7.8K+ 4.88% |
$391K - $398K
|
167K
$8.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.77K+ 165.61% |
$389K - $396K
|
12.5K
$635K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.7K+ 4.98% |
$386K - $393K
|
162K
$8.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.58KNew |
$380K - $387K
|
7.58K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.39K+ 9.0% |
$370K - $377K
|
89.4K
$4.56M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
7.32K+ 4.57% |
$367K - $374K
|
168K
$8.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.11K+ 14.94% |
$356K - $363K
|
54.7K
$2.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.11K+ 45.61% |
$356K - $363K
|
22.7K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
7.03K+ 12.26% |
$352K - $359K
|
64.4K
$3.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6.86K+ 71.3% |
$344K - $350K
|
16.5K
$840K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.84K+ 6.95% |
$343K - $349K
|
105K
$5.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.64KNew |
$332K - $339K
|
6.64K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.51K+ 4.63% |
$326K - $332K
|
147K
$7.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.03K+ 3.52% |
$302K - $307K
|
177K
$9.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.96KNew |
$299K - $304K
|
5.96K
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.64K+ 5.55% |
$283K - $288K
|
107K
$5.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.34KNew |
$267K - $272K
|
5.34K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.26K+ 5.34% |
$263K - $268K
|
104K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.23K+ 30.64% |
$262K - $267K
|
22.3K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.14K+ 17.45% |
$257K - $262K
|
34.6K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.1K+ 279.04% |
$255K - $260K
|
6.93K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.07KNew |
$254K - $259K
|
5.07K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$251K - $255K
|
5K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5KNew |
$251K - $255K
|
5K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.96K+ 3.79% |
$248K - $253K
|
136K
$6.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.91K+ 70.26% |
$246K - $250K
|
11.9K
$606K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.9KNew |
$245K - $250K
|
4.9K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.82K+ 18.88% |
$241K - $246K
|
30.3K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
4.78K+ 16.73% |
$240K - $244K
|
33.4K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.69K+ 50.66% |
$235K - $239K
|
13.9K
$710K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$229K - $234K
|
4.58K
$233K
|