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
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.49K+ 2.0% |
$74.6K - $76K
|
75.9K
$3.87M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.49KNew |
$74.4K - $75.8K
|
1.49K
$75.7K
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.45K+ 1.73% |
$72.7K - $74K
|
85.2K
$4.34M
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.35K+ 4.93% |
$67.6K - $68.9K
|
28.7K
$1.46M
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.32K+ 2.07% |
$65.9K - $67.1K
|
64.8K
$3.3M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 2.04% |
$62.2K - $63.3K
|
62.1K
$3.17M
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24KNew |
$61.9K - $63.1K
|
1.24K
$63K
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.23K+ 27.0% |
$61.6K - $62.8K
|
5.79K
$295K
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.16K+ 0.76% |
$57.9K - $58.9K
|
152K
$7.76M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.11K+ 5.44% |
$55.8K - $56.8K
|
21.6K
$1.1M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.11K+ 1.23% |
$55.6K - $56.6K
|
90.9K
$4.63M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.08K+ 2.33% |
$54.3K - $55.3K
|
47.6K
$2.42M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.06K+ 11.49% |
$53.1K - $54K
|
10.3K
$524K
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.03K+ 4.07% |
$51.8K - $52.8K
|
26.4K
$1.35M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
970+ 197.96% |
$48.6K - $49.5K
|
1.46K
$74.4K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
963+ 27.87% |
$48.2K - $49.1K
|
4.42K
$225K
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
900+ 4.48% |
$45.1K - $45.9K
|
21K
$1.07M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
876+ 6.38% |
$43.9K - $44.7K
|
14.6K
$744K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
843+ 13.73% |
$42.2K - $43K
|
6.98K
$356K
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
792New |
$39.7K - $40.4K
|
792
$40.4K
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
769+ 6.35% |
$38.5K - $39.2K
|
12.9K
$656K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
746+ 1.61% |
$37.4K - $38.1K
|
47K
$2.4M
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
725New |
$36.3K - $37K
|
725
$36.9K
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
654+ 8.29% |
$32.8K - $33.4K
|
8.55K
$435K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
651+ 9.17% |
$32.6K - $33.2K
|
7.75K
$395K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
563+ 20.57% |
$28.2K - $28.7K
|
3.3K
$168K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
541New |
$27.1K - $27.6K
|
541
$27.6K
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
525+ 0.99% |
$26.3K - $26.8K
|
53.7K
$2.74M
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
515+ 6.95% |
$25.8K - $26.3K
|
7.93K
$404K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
509+ 3.8% |
$25.5K - $26K
|
13.9K
$708K
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
500+ 2.15% |
$25.1K - $25.5K
|
23.8K
$1.21M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
492New |
$24.6K - $25.1K
|
492
$25.1K
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
466+ 1.25% |
$23.3K - $23.8K
|
37.8K
$1.93M
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
425+ 7.73% |
$21.3K - $21.7K
|
5.93K
$302K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
407+ 0.94% |
$20.4K - $20.8K
|
43.6K
$2.22M
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
399+ 1.25% |
$20K - $20.4K
|
32.4K
$1.65M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
345+ 3.39% |
$17.3K - $17.6K
|
10.5K
$536K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
329+ 0.28% |
$16.5K - $16.8K
|
117K
$5.97M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
312+ 2.55% |
$15.6K - $15.9K
|
12.5K
$639K
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
311+ 6.79% |
$15.6K - $15.9K
|
4.89K
$249K
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
304+ 0.62% |
$15.2K - $15.5K
|
49.2K
$2.51M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
302+ 6.96% |
$15.1K - $15.4K
|
4.64K
$236K
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
300New |
$15K - $15.3K
|
300
$15.3K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
286New |
$14.3K - $14.6K
|
286
$14.6K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
262+ 26200.0% |
$13.1K - $13.4K
|
263
$13.4K
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
253+ 1.76% |
$12.7K - $12.9K
|
14.6K
$743K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
216+ 0.52% |
$10.8K - $11K
|
41.5K
$2.11M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
216+ 1.54% |
$10.8K - $11K
|
14.2K
$726K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
212New |
$10.6K - $10.8K
|
212
$10.8K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
197New |
$9.87K - $10.1K
|
197
$10K
|