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 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-54- 0.38% |
$2.71K - $2.76K
|
14K
$712K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.11% |
$2.96K - $3.01K
|
54.7K
$2.79M
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-70- 1.54% |
$3.51K - $3.57K
|
4.47K
$228K
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-75- 0.22% |
$3.76K - $3.83K
|
34.4K
$1.75M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-77- 1.28% |
$3.86K - $3.93K
|
5.94K
$302K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-81- 7.57% |
$4.06K - $4.13K
|
989
$50.4K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-83- 14.02% |
$4.16K - $4.23K
|
509
$25.9K
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-85- 17.89% |
$4.26K - $4.34K
|
390
$19.9K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-99- 86.84% |
$4.96K - $5.05K
|
15
$764
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-100- 2.22% |
$5.01K - $5.1K
|
4.4K
$224K
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 1.75% |
$5.01K - $5.1K
|
5.61K
$286K
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-108- 1.2% |
$5.41K - $5.51K
|
8.87K
$452K
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-117- 1.23% |
$5.86K - $5.97K
|
9.41K
$479K
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-138- 1.47% |
$6.91K - $7.04K
|
9.23K
$470K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-158- 0.67% |
$7.92K - $8.06K
|
23.6K
$1.2M
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-170- 0.07% |
$8.52K - $8.67K
|
227K
$11.6M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-190- 0.25% |
$9.52K - $9.69K
|
77.1K
$3.93M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-198- 0.63% |
$9.92K - $10.1K
|
31.1K
$1.59M
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 1.89% |
$10K - $10.2K
|
10.4K
$530K
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-203- 1.45% |
$10.2K - $10.4K
|
13.8K
$702K
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-204- 2.25% |
$10.2K - $10.4K
|
8.86K
$452K
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 3.64% |
$10.5K - $10.7K
|
5.56K
$283K
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-243- 2.81% |
$12.2K - $12.4K
|
8.4K
$428K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-245- 21.29% |
$12.3K - $12.5K
|
906
$46.2K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-272- 4.27% |
$13.6K - $13.9K
|
6.09K
$310K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-278- 0.76% |
$13.9K - $14.2K
|
36.4K
$1.85M
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-279- 3.99% |
$14K - $14.2K
|
6.72K
$342K
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-288- 3.6% |
$14.4K - $14.7K
|
7.71K
$393K
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-291- 1.13% |
$14.6K - $14.8K
|
25.4K
$1.3M
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-300- 6.74% |
$15K - $15.3K
|
4.15K
$211K
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-309- 1.92% |
$15.5K - $15.8K
|
15.8K
$804K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-309- 0.27% |
$15.5K - $15.8K
|
115K
$5.86M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-318- 61.39% |
$15.9K - $16.2K
|
200
$10.2K
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-321- 7.29% |
$16.1K - $16.4K
|
4.08K
$208K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-327- 7.72% |
$16.4K - $16.7K
|
3.91K
$199K
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-336- 2.6% |
$16.8K - $17.1K
|
12.6K
$642K
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-361- 5.94% |
$18.1K - $18.4K
|
5.71K
$291K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-368- 20.34% |
$18.4K - $18.8K
|
1.44K
$73.4K
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-395- 1.58% |
$19.8K - $20.2K
|
24.7K
$1.26M
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-399- 2.49% |
$20K - $20.4K
|
15.6K
$796K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-400- 38.46% |
$20K - $20.4K
|
640
$32.6K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-404- 94.61% |
$20.2K - $20.6K
|
23
$1.17K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-417- 3.41% |
$20.9K - $21.3K
|
11.8K
$602K
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-436- 81.5% |
$21.8K - $22.2K
|
99
$5.04K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-446- 5.57% |
$22.3K - $22.8K
|
7.56K
$385K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-465- 2.96% |
$23.3K - $23.7K
|
15.2K
$775K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-473- 4.89% |
$23.7K - $24.1K
|
9.2K
$469K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-513- 3.41% |
$25.7K - $26.2K
|
14.5K
$741K
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-519- 3.8% |
$26K - $26.5K
|
13.2K
$670K
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-523- 4.57% |
$26.2K - $26.7K
|
10.9K
$556K
|