Latest Institutional Purchases of Ishares Tr Fltg Rate Nt ETF (FLOT)
This list provides information on the latest institutional transactions involving Ishares Tr Fltg Rate Nt ETF (FLOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
351K+ 2121.47% |
$17.8M - $17.9M
|
367K
$18.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
282K+ 136.41% |
$14.4M - $14.4M
|
489K
$24.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
163K+ 151.99% |
$8.29M - $8.33M
|
270K
$13.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
140KNew |
$7.1M - $7.13M
|
140K
$7.12M
|
|
|
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 28, 2026
Q4 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
108K+ 24.67% |
$5.51M - $5.54M
|
548K
$27.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
91.2K+ 713.61% |
$4.63M - $4.66M
|
104K
$5.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
78.7K+ 4.28% |
$4M - $4.02M
|
1.92M
$97.8M
|
|
|
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 29, 2026
Q4 2025
|
James Investment Research Inc
|
BUY
|
- |
46.6K+ 30.48% |
$2.37M - $2.38M
|
200K
$10.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
45.8K+ 132.25% |
$2.33M - $2.34M
|
80.4K
$4.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
41.9KNew |
$2.13M - $2.14M
|
41.9K
$2.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.5K+ 102.41% |
$1.65M - $1.66M
|
64.3K
$3.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28.2K+ 76.04% |
$1.43M - $1.44M
|
65.2K
$3.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
27.2K+ 11.62% |
$1.38M - $1.39M
|
261K
$13.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
25.9K+ 12.75% |
$1.32M - $1.32M
|
229K
$11.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
25.2K+ 17.69% |
$1.28M - $1.28M
|
167K
$8.53M
|
|
|
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 28, 2026
Q4 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
19.4K+ 11.11% |
$986K - $991K
|
194K
$9.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.6K+ 15.16% |
$946K - $951K
|
141K
$7.21M
|
|
|
Jan 29, 2026
Q4 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
14.8KNew |
$750K - $754K
|
14.8K
$753K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
14.7K+ 249.11% |
$748K - $752K
|
20.6K
$1.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
14.4K+ 47.17% |
$733K - $736K
|
45K
$2.29M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.6K+ 252.07% |
$691K - $694K
|
19K
$968K
|
|
|
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 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
10.8KNew |
$549K - $551K
|
10.8K
$550K
|
|
|
Jan 23, 2026
Q4 2025
|
Single Point Partners, LLC
|
BUY
|
- |
10.7K+ 6.81% |
$544K - $547K
|
168K
$8.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
10.5KNew |
$533K - $536K
|
10.5K
$535K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.44K+ 211.21% |
$429K - $431K
|
12.4K
$634K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.97KNew |
$405K - $407K
|
7.97K
$406K
|
|
|
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 28, 2026
Q4 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6.87K+ 29.72% |
$349K - $351K
|
30K
$1.53M
|
|
|
Jan 27, 2026
Q4 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
6.84K+ 61.07% |
$348K - $349K
|
18K
$920K
|
|
|
Jan 29, 2026
Q4 2025
|
Brindle & Bay Financial Advisors, LLC
Frisco, TX |
BUY
|
- |
5.97KNew |
$304K - $305K
|
5.97K
$304K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
5.93K+ 3.99% |
$301K - $303K
|
154K
$7.87M
|
|
|
Jan 29, 2026
Q4 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.82K+ 5.25% |
$296K - $297K
|
117K
$5.94M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.65KNew |
$287K - $289K
|
5.65K
$288K
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.18K+ 0.93% |
$263K - $265K
|
563K
$28.7M
|
|
|
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 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.75K+ 16.84% |
$241K - $243K
|
32.9K
$1.68M
|
|
|
Jan 28, 2026
Q4 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.47K+ 95.51% |
$227K - $228K
|
9.15K
$466K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.31K+ 25.6% |
$219K - $220K
|
21.1K
$1.08M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.29K+ 98.53% |
$218K - $219K
|
8.64K
$440K
|
|