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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.73K - $1.74K
|
34
$1.73K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 10.42% |
$92.6K - $93.1K
|
19.3K
$984K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4KNew |
$203K - $204K
|
4K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-840- 67.09% |
$42.7K - $42.9K
|
412
$21K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.03K- 21.52% |
$103K - $104K
|
7.41K
$377K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
34+ 0.6% |
$1.73K - $1.74K
|
5.75K
$293K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6.96K+ 3.06% |
$354K - $355K
|
234K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.37K+ 11.93% |
$324K - $325K
|
59.8K
$3.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-812- 8.71% |
$41.3K - $41.5K
|
8.51K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
373+ 2.39% |
$19K - $19.1K
|
16K
$816K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.95K- 10.01% |
$150K - $151K
|
26.5K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-15.5K- 10.49% |
$786K - $791K
|
132K
$6.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
113K+ 475.39% |
$5.73M - $5.76M
|
136K
$6.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 0.75% |
$98.8K - $99.4K
|
260K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.96K+ 0.98% |
$201K - $202K
|
409K
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
181K+ 683.24% |
$9.18M - $9.23M
|
207K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10.9K- 4.8% |
$555K - $557K
|
216K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.5K- 75.0% |
$76.2K - $76.6K
|
500
$25.5K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9.17K+ 65.81% |
$466K - $469K
|
23.1K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 3.42% |
$69.7K - $70.1K
|
38.7K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
7.5K+ 28.97% |
$381K - $383K
|
33.4K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.46K+ 20.96% |
$176K - $177K
|
19.9K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.82K- 9.69% |
$346K - $348K
|
63.6K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-387- 5.57% |
$19.7K - $19.8K
|
6.57K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
20.2K+ 223.64% |
$1.02M - $1.03M
|
29.2K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.72K- 51.01% |
$291K - $292K
|
5.5K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 11.81% |
$132K - $133K
|
19.4K
$988K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-449- 5.11% |
$22.8K - $22.9K
|
8.34K
$425K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350+ 1.02% |
$17.8K - $17.9K
|
34.6K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
10.1K+ 44.62% |
$512K - $514K
|
32.6K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
126+ 3.64% |
$6.4K - $6.44K
|
3.59K
$183K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.71K- 6.04% |
$138K - $138K
|
42.1K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.86K+ 90.83% |
$349K - $351K
|
14.4K
$735K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.97K- 4.79% |
$100K - $101K
|
39.2K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.91K+ 10.39% |
$148K - $149K
|
30.9K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
27.2K+ 18.74% |
$1.38M - $1.39M
|
173K
$8.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.01K- 27.76% |
$102K - $103K
|
5.24K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.78K- 6.7% |
$141K - $142K
|
38.7K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
17.7K+ 14.22% |
$900K - $904K
|
142K
$7.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-136- 0.99% |
$6.91K - $6.95K
|
13.6K
$695K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-75- 0.33% |
$3.81K - $3.83K
|
22.8K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
10.1K+ 6.86% |
$513K - $515K
|
157K
$8.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
536+ 11.05% |
$27.2K - $27.4K
|
5.39K
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
566+ 14.37% |
$28.8K - $28.9K
|
4.51K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
45.1KNew |
$2.29M - $2.31M
|
45.1K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.07K- 2.78% |
$156K - $157K
|
107K
$5.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
409New |
$20.8K - $20.9K
|
409
$20.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.3K- 46.59% |
$1.64M - $1.65M
|
37K
$1.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
773+ 13.63% |
$39.3K - $39.5K
|
6.45K
$329K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
588+ 2.55% |
$29.9K - $30K
|
23.6K
$1.2M
|
|