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 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.58KNew |
$229K - $233K
|
4.58K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
4.5K+ 75.0% |
$225K - $230K
|
10.5K
$535K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.46K+ 9.29% |
$223K - $227K
|
52.4K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.41KNew |
$221K - $225K
|
4.41K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.3K+ 1.18% |
$216K - $220K
|
370K
$18.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.12K+ 5.65% |
$207K - $210K
|
77.2K
$3.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.07K+ 6.93% |
$204K - $208K
|
62.8K
$3.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
4.07KNew |
$204K - $208K
|
4.07K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.07KNew |
$204K - $207K
|
4.07K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3.96K+ 2.4% |
$198K - $202K
|
169K
$8.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.95KNew |
$198K - $201K
|
3.95K
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.87K+ 10.64% |
$194K - $197K
|
40.2K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
3.78K+ 6.11% |
$189K - $193K
|
65.7K
$3.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.57K+ 33.7% |
$179K - $182K
|
14.2K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.53K+ 7.64% |
$177K - $180K
|
49.8K
$2.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.39K+ 16.69% |
$170K - $173K
|
23.7K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.34K+ 33.79% |
$167K - $170K
|
13.2K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.11K+ 2.11% |
$156K - $159K
|
150K
$7.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.99K+ 0.48% |
$150K - $152K
|
626K
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.93K+ 5.8% |
$147K - $150K
|
53.5K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.91K+ 32.61% |
$146K - $149K
|
11.8K
$603K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.83K+ 0.83% |
$142K - $144K
|
343K
$17.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.8K+ 13.46% |
$140K - $143K
|
23.6K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.76K+ 249.77% |
$138K - $141K
|
3.87K
$197K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.74K+ 2.37% |
$137K - $140K
|
118K
$6.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.68K+ 10.49% |
$134K - $136K
|
28.2K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.65K+ 12.24% |
$133K - $135K
|
24.3K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.51K+ 36.24% |
$126K - $128K
|
9.44K
$481K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.43K+ 1.7% |
$122K - $124K
|
145K
$7.41M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
2.43K+ 6.77% |
$122K - $124K
|
38.3K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.28K+ 4.45% |
$114K - $116K
|
53.4K
$2.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.26KNew |
$113K - $115K
|
2.26K
$115K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.17K+ 30.4% |
$109K - $111K
|
9.3K
$474K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.07K+ 41.59% |
$104K - $106K
|
7.05K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.06K+ 4.61% |
$103K - $105K
|
46.7K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.05K+ 14.73% |
$103K - $104K
|
15.9K
$812K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.01KNew |
$101K - $102K
|
2.01K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 8.39% |
$99.6K - $101K
|
25.7K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 17.71% |
$99.5K - $101K
|
13.2K
$673K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.97K+ 1.77% |
$98.6K - $100K
|
113K
$5.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 12.37% |
$98.5K - $100K
|
17.9K
$910K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.94K+ 7.42% |
$97.3K - $99.1K
|
28.1K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1.91K+ 1.27% |
$95.4K - $97.2K
|
152K
$7.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.74K+ 0.98% |
$87.3K - $88.9K
|
179K
$9.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
1.7K+ 77.32% |
$85.2K - $86.8K
|
3.9K
$199K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.69K+ 2.82% |
$84.6K - $86.2K
|
61.6K
$3.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.68K+ 8.09% |
$83.9K - $85.5K
|
22.4K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.64KNew |
$82K - $83.5K
|
1.64K
$83.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.64K+ 71.11% |
$82K - $83.5K
|
3.94K
$201K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.51K+ 9.77% |
$75.4K - $76.8K
|
16.9K
$862K
|