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 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
186New |
$9.32K - $9.49K
|
186
$9.48K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
173+ 1.25% |
$8.67K - $8.83K
|
14K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
152+ 3.36% |
$7.62K - $7.76K
|
4.68K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
150+ 1.39% |
$7.52K - $7.65K
|
10.9K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
106+ 0.48% |
$5.31K - $5.41K
|
22.1K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
98New |
$4.91K - $5K
|
98
$4.99K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
88+ 0.59% |
$4.41K - $4.49K
|
14.9K
$759K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
85+ 0.45% |
$4.26K - $4.34K
|
18.9K
$964K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
79+ 0.6% |
$3.96K - $4.03K
|
13.3K
$676K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
72+ 1.24% |
$3.61K - $3.67K
|
5.86K
$299K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
70+ 500.0% |
$3.51K - $3.57K
|
84
$4.28K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
66New |
$3.31K - $3.37K
|
66
$3.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
61New |
$3.06K - $3.11K
|
61
$3.11K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
61+ 0.66% |
$3.06K - $3.11K
|
9.35K
$477K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
59+ 53.15% |
$2.96K - $3.01K
|
170
$8.66K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
59+ 15.57% |
$2.96K - $3.01K
|
438
$22.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
55+ 1.3% |
$2.76K - $2.81K
|
4.3K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 1.19% |
$2.56K - $2.6K
|
4.33K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
51+ 6.17% |
$2.56K - $2.6K
|
878
$44.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.61% |
$2.15K - $2.19K
|
7.1K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.54% |
$1.85K - $1.89K
|
6.95K
$354K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
36New |
$1.8K - $1.84K
|
36
$1.83K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
35+ 0.12% |
$1.75K - $1.79K
|
28.2K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
31+ 0.31% |
$1.55K - $1.58K
|
10.1K
$516K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31New |
$1.55K - $1.58K
|
31
$1.58K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30+ 7.25% |
$1.5K - $1.53K
|
444
$22.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
29+ 0.26% |
$1.45K - $1.48K
|
11.1K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
26+ 0.37% |
$1.3K - $1.33K
|
7.08K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
26+ 0.76% |
$1.3K - $1.33K
|
3.46K
$176K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22+ 7.01% |
$1.1K - $1.12K
|
336
$17.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.21% |
$1.05K - $1.07K
|
10K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19+ 0.3% |
$952 - $969
|
6.42K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.32% |
$752 - $765
|
4.68K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.22% |
$651 - $663
|
1.08K
$55.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 1.27% |
$401 - $408
|
637
$32.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 0.19% |
$351 - $357
|
3.6K
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
5+ 0.05% |
$251 - $255
|
10.5K
$535K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
5+ 1.35% |
$251 - $255
|
376
$19.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.81% |
$200 - $204
|
495
$25.2K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 0.41% |
$150 - $153
|
727
$37K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2+ 0.0% |
$100 - $102
|
59.4K
$3.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 1.41% |
$100 - $102
|
144
$7.34K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.56% |
$50.1 - $51
|
40
$2.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 31.82% |
$351 - $357
|
15
$764
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-20- 0.23% |
$1K - $1.02K
|
8.59K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-38- 0.17% |
$1.9K - $1.94K
|
22.9K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 66.67% |
$1.9K - $1.94K
|
19
$968
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-39- 13.04% |
$1.95K - $1.99K
|
260
$13.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-44- 1.18% |
$2.2K - $2.24K
|
3.69K
$188K
|