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 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 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
45.8K+ 132.25% |
$2.33M - $2.34M
|
80.4K
$4.1M
|
|
|
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 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 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.6K+ 15.16% |
$946K - $951K
|
141K
$7.21M
|
|
|
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 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 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
10.5KNew |
$533K - $536K
|
10.5K
$535K
|
|
|
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 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 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 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.31K+ 25.6% |
$219K - $220K
|
21.1K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.27KNew |
$217K - $218K
|
4.27K
$218K
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.17K+ 1.53% |
$212K - $213K
|
276K
$14.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.06K+ 12.48% |
$207K - $207K
|
36.6K
$1.87M
|
|
|
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 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.68K+ 20.74% |
$136K - $137K
|
15.6K
$795K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 15.81% |
$110K - $110K
|
15.8K
$806K
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.92K+ 7.71% |
$97.4K - $97.9K
|
26.8K
$1.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.9K+ 3.01% |
$96.3K - $96.8K
|
64.9K
$3.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.87K+ 6.2% |
$95.3K - $95.7K
|
32.1K
$1.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 1.1% |
$92.1K - $92.5K
|
167K
$8.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.62K+ 4.37% |
$82.1K - $82.5K
|
38.5K
$1.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.38K+ 0.78% |
$70.2K - $70.5K
|
177K
$9.04M
|
|
|
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 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
616+ 3.09% |
$31.3K - $31.5K
|
20.6K
$1.05M
|
|
|
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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
344+ 0.51% |
$17.5K - $17.6K
|
67.6K
$3.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
331+ 6.87% |
$16.8K - $16.9K
|
5.15K
$262K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
272+ 5.05% |
$13.8K - $13.9K
|
5.66K
$288K
|
|