Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
136K+ 124.96% |
$6.91M - $6.95M
|
245K
$12.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
122K+ 50.99% |
$6.22M - $6.25M
|
362K
$18.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
73K+ 5.29% |
$3.71M - $3.73M
|
1.45M
$74.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
58.8K+ 73.59% |
$2.99M - $3M
|
139K
$7.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.5K+ 102.41% |
$1.65M - $1.66M
|
64.3K
$3.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
25.9K+ 12.75% |
$1.32M - $1.32M
|
229K
$11.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
22.9K+ 22.3% |
$1.16M - $1.17M
|
125K
$6.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.6K+ 12.71% |
$1.04M - $1.05M
|
182K
$9.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
14.7K+ 249.11% |
$748K - $752K
|
20.6K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 12.58% |
$672K - $675K
|
118K
$6.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
11.9KNew |
$604K - $607K
|
11.9K
$606K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.6K+ 14.62% |
$588K - $591K
|
90.7K
$4.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.93K+ 4.86% |
$403K - $405K
|
171K
$8.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.8K+ 13.01% |
$396K - $398K
|
67.7K
$3.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
5.93K+ 3.99% |
$301K - $303K
|
154K
$7.87M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.65KNew |
$287K - $289K
|
5.65K
$288K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
5.15KNew |
$262K - $263K
|
5.15K
$262K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.84K+ 6.47% |
$246K - $247K
|
79.6K
$4.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.27KNew |
$217K - $218K
|
4.27K
$218K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.72K+ 9.03% |
$189K - $190K
|
44.9K
$2.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
3.23K+ 25.52% |
$164K - $165K
|
15.9K
$809K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.62K+ 4.37% |
$82.1K - $82.5K
|
38.5K
$1.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.29K+ 14.42% |
$65.8K - $66.1K
|
10.3K
$523K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.17K+ 2.21% |
$59.2K - $59.5K
|
53.9K
$2.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.04K+ 5.94% |
$52.9K - $53.2K
|
18.6K
$947K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
440+ 4.04% |
$22.4K - $22.5K
|
11.3K
$578K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
396+ 1.35% |
$20.1K - $20.2K
|
29.7K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
331+ 6.87% |
$16.8K - $16.9K
|
5.15K
$262K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
184New |
$9.35K - $9.4K
|
184
$9.38K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
117+ 1.22% |
$5.95K - $5.98K
|
9.67K
$493K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
55+ 0.93% |
$2.8K - $2.81K
|
5.99K
$305K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
26+ 2.22% |
$1.32K - $1.33K
|
1.2K
$61.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.17% |
$1.22K - $1.23K
|
14.4K
$734K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 1.55% |
$864 - $868
|
1.11K
$56.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.05% |
$610 - $613
|
22.8K
$1.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 1.71% |
$559 - $562
|
656
$33.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-205- 2.27% |
$10.4K - $10.5K
|
8.84K
$451K
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-239- 2.9% |
$12.1K - $12.2K
|
8.01K
$408K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-303- 1.18% |
$15.4K - $15.5K
|
25.3K
$1.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-349- 3.19% |
$17.7K - $17.8K
|
10.6K
$540K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-397- 3.99% |
$20.2K - $20.3K
|
9.55K
$487K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-450- 3.81% |
$22.9K - $23K
|
11.4K
$579K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-666- 3.39% |
$33.9K - $34K
|
19K
$967K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-795- 0.47% |
$40.4K - $40.6K
|
169K
$8.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-861- 6.07% |
$43.8K - $44K
|
13.3K
$680K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-916- 7.14% |
$46.6K - $46.8K
|
11.9K
$607K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-955- 11.85% |
$48.5K - $48.8K
|
7.11K
$362K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.22K- 8.87% |
$62.1K - $62.4K
|
12.6K
$640K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.46K- 1.26% |
$74.3K - $74.6K
|
114K
$5.82M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.3K- 88.31% |
$117K - $117K
|
304
$15.5K
|
|