Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
932K+ 587.91% |
$47.3M - $47.6M
|
1.09M
$55.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
801K+ 517.65% |
$40.7M - $40.9M
|
956K
$48.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
626K+ 772.51% |
$31.8M - $32M
|
707K
$36.1M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
607K+ 24.57% |
$30.9M - $31M
|
3.08M
$157M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
439KNew |
$22.3M - $22.4M
|
439K
$22.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
409K+ 8.86% |
$20.8M - $20.9M
|
5.02M
$256M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
399K+ 32.87% |
$20.3M - $20.4M
|
1.61M
$82.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
380K+ 6.69% |
$19.3M - $19.4M
|
6.07M
$309M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
374KNew |
$19M - $19.1M
|
374K
$19.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
311K+ 36.7% |
$15.8M - $15.9M
|
1.16M
$59.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
282K+ 42.24% |
$14.3M - $14.4M
|
950K
$48.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
264K+ 506.04% |
$13.4M - $13.5M
|
317K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
258KNew |
$13.1M - $13.2M
|
258K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
181K+ 683.24% |
$9.18M - $9.23M
|
207K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
173KNew |
$8.81M - $8.86M
|
173K
$8.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
154KNew |
$7.84M - $7.89M
|
154K
$7.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 4.76% |
$7.45M - $7.49M
|
3.22M
$164M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
143K+ 39.32% |
$7.26M - $7.3M
|
506K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
119K+ 23.64% |
$6.07M - $6.1M
|
624K
$31.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
118K+ 34.44% |
$5.98M - $6.01M
|
459K
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
113K+ 475.39% |
$5.73M - $5.76M
|
136K
$6.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
102K+ 3.86% |
$5.2M - $5.23M
|
2.76M
$141M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
95K+ 18.92% |
$4.83M - $4.85M
|
597K
$30.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91K+ 4.81% |
$4.62M - $4.65M
|
1.98M
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
89.8K+ 19.08% |
$4.56M - $4.59M
|
560K
$28.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
84KNew |
$4.27M - $4.29M
|
84K
$4.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
80.7K+ 253.73% |
$4.1M - $4.12M
|
113K
$5.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
76.4K+ 74.87% |
$3.88M - $3.9M
|
178K
$9.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70.1K+ 505.11% |
$3.56M - $3.58M
|
84K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
69.7KNew |
$3.54M - $3.56M
|
69.7K
$3.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
62K+ 310215.0% |
$3.15M - $3.17M
|
62.1K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
60.7K+ 5.4% |
$3.08M - $3.1M
|
1.19M
$60.4M
|
|
|
Nov 12, 2025
Q3 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
56.1K+ 417.51% |
$2.85M - $2.87M
|
69.6K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
53.3KNew |
$2.71M - $2.72M
|
53.3K
$2.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
53K+ 10.49% |
$2.69M - $2.71M
|
558K
$28.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
51.4K+ 26.31% |
$2.61M - $2.63M
|
247K
$12.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
50.7K+ 97.61% |
$2.57M - $2.59M
|
103K
$5.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.6K+ 0.56% |
$2.52M - $2.53M
|
8.85M
$451M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.2K+ 5.84% |
$2.5M - $2.51M
|
891K
$45.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
45.1KNew |
$2.29M - $2.31M
|
45.1K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
45.1K+ 19.88% |
$2.29M - $2.31M
|
272K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.9K+ 58.32% |
$2.03M - $2.04M
|
108K
$5.52M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
39.3K+ 11.33% |
$2M - $2.01M
|
386K
$19.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
37.8K+ 27.32% |
$1.92M - $1.93M
|
176K
$8.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
37.3K+ 7.26% |
$1.9M - $1.91M
|
552K
$28.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
37KNew |
$1.88M - $1.89M
|
37K
$1.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
34K+ 51.69% |
$1.73M - $1.73M
|
99.7K
$5.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
33.6K+ 7.07% |
$1.71M - $1.72M
|
509K
$26M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
33.6K+ 7.29% |
$1.71M - $1.71M
|
494K
$25.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
32.9KNew |
$1.67M - $1.68M
|
32.9K
$1.68M
|