Latest Institutional Transactions on Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information on the latest institutional transactions involving Ishares Tr Fltg Rate Nt ETF (FLOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.05% |
$610 - $613
|
22.8K
$1.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
3.23K+ 25.52% |
$164K - $165K
|
15.9K
$809K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
25.9K+ 12.75% |
$1.32M - $1.32M
|
229K
$11.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
5.93K+ 3.99% |
$301K - $303K
|
154K
$7.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.62K+ 4.37% |
$82.1K - $82.5K
|
38.5K
$1.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.44K- 34.95% |
$226K - $227K
|
8.26K
$421K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40.1K- 94.14% |
$2.04M - $2.05M
|
2.5K
$127K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.27KNew |
$217K - $218K
|
4.27K
$218K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.93K+ 4.86% |
$403K - $405K
|
171K
$8.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-955- 11.85% |
$48.5K - $48.8K
|
7.11K
$362K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
55+ 0.93% |
$2.8K - $2.81K
|
5.99K
$305K
|
|
|
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 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
58.8K+ 73.59% |
$2.99M - $3M
|
139K
$7.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-861- 6.07% |
$43.8K - $44K
|
13.3K
$680K
|
|
|
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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
136K+ 124.96% |
$6.91M - $6.95M
|
245K
$12.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-239- 2.9% |
$12.1K - $12.2K
|
8.01K
$408K
|
|
|
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 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
117+ 1.22% |
$5.95K - $5.98K
|
9.67K
$493K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-916- 7.14% |
$46.6K - $46.8K
|
11.9K
$607K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.3K- 88.31% |
$117K - $117K
|
304
$15.5K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.22K- 8.87% |
$62.1K - $62.4K
|
12.6K
$640K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.5K+ 102.41% |
$1.65M - $1.66M
|
64.3K
$3.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.04K+ 5.94% |
$52.9K - $53.2K
|
18.6K
$947K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.8K+ 13.01% |
$396K - $398K
|
67.7K
$3.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.69K- 12.13% |
$238K - $240K
|
34K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
331+ 6.87% |
$16.8K - $16.9K
|
5.15K
$262K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 1.71% |
$559 - $562
|
656
$33.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-666- 3.39% |
$33.9K - $34K
|
19K
$967K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
440+ 4.04% |
$22.4K - $22.5K
|
11.3K
$578K
|
|
|
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 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
5.15KNew |
$262K - $263K
|
5.15K
$262K
|
|
|
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 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40.2K- 6.74% |
$2.04M - $2.05M
|
556K
$28.4M
|
|
|
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 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-349- 3.19% |
$17.7K - $17.8K
|
10.6K
$540K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.65KNew |
$287K - $289K
|
5.65K
$288K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.72K+ 9.03% |
$189K - $190K
|
44.9K
$2.29M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.84K+ 6.47% |
$246K - $247K
|
79.6K
$4.06M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.57K- 1.55% |
$79.6K - $80K
|
99.3K
$5.06M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
686+ 4.35% |
$34.9K - $35K
|
16.5K
$840K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.83K+ 16.88% |
$195K - $196K
|
26.5K
$1.35M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.4K- 2.0% |
$71.2K - $71.6K
|
68.8K
$3.51M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
52New |
$2.64K - $2.66K
|
52
$2.65K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.23K- 24.41% |
$62.5K - $62.8K
|
3.81K
$194K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
5.59K+ 20.7% |
$284K - $285K
|
32.6K
$1.66M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-55.1K- 44.0% |
$2.8M - $2.82M
|
70.1K
$3.58M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-240- 6.93% |
$12.2K - $12.3K
|
3.22K
$164K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4- 0.02% |
$203 - $204
|
25.9K
$1.32M
|
|