Purchases and Sales Made in Q1 2024 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TREASURY FLOATING RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-6.15K- 7.16% |
$311K - $312K
|
79.8K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.75K- 39.85% |
$341K - $342K
|
10.2K
$515K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.01K- 34.18% |
$354K - $355K
|
13.5K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.14K- 6.03% |
$360K - $362K
|
111K
$5.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.31K- 41.52% |
$369K - $371K
|
10.3K
$520K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-7.49K- 32.75% |
$378K - $380K
|
15.4K
$777K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.54K- 42.44% |
$380K - $382K
|
10.2K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.12K- 5.78% |
$410K - $412K
|
132K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8.17K- 98.84% |
$412K - $414K
|
96
$4.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.23K- 53.15% |
$416K - $417K
|
7.26K
$367K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8.3K- 56.55% |
$419K - $421K
|
6.38K
$322K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-8.72K- 16.45% |
$440K - $442K
|
44.3K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.78K- 26.55% |
$443K - $445K
|
24.3K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.81K- 26.91% |
$444K - $446K
|
23.9K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-9.18K- 1.06% |
$463K - $465K
|
857K
$43.3M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.27K- 32.63% |
$468K - $470K
|
19.1K
$967K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.1K- 30.76% |
$511K - $513K
|
22.8K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-10.8K- 15.63% |
$544K - $547K
|
58.2K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.9K- 12.11% |
$552K - $554K
|
79.3K
$4.01M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-11.6K- 13.36% |
$584K - $587K
|
75K
$3.79M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-11.9KClosed |
$599K - $602K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-11.9K- 18.28% |
$602K - $604K
|
53.3K
$2.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12.1K- 57.7% |
$612K - $615K
|
8.9K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-12.3K- 14.42% |
$619K - $621K
|
72.7K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13K- 16.18% |
$657K - $660K
|
67.4K
$3.4M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-13K- 33.64% |
$657K - $660K
|
25.7K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-13.1K- 68.29% |
$660K - $663K
|
6.08K
$307K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-13.5K- 52.3% |
$679K - $682K
|
12.3K
$620K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-13.8K- 43.23% |
$696K - $699K
|
18.1K
$915K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.8K- 22.77% |
$699K - $702K
|
46.9K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-14.1K- 28.51% |
$710K - $713K
|
35.3K
$1.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.4K- 13.49% |
$724K - $728K
|
92K
$4.65M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 70.28% |
$758K - $761K
|
6.35K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-15.2K- 69.02% |
$765K - $768K
|
6.8K
$344K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.3K- 47.41% |
$772K - $776K
|
17K
$858K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16K- 25.96% |
$808K - $812K
|
45.7K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-16.4K- 49.58% |
$827K - $831K
|
16.7K
$842K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-17.1K- 8.35% |
$863K - $867K
|
188K
$9.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17.3K- 49.52% |
$873K - $877K
|
17.6K
$891K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.1K- 2.71% |
$913K - $918K
|
649K
$32.8M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18.6K- 40.72% |
$940K - $944K
|
27.1K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-18.9K- 76.1% |
$953K - $957K
|
5.93K
$299K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-19.3K- 54.12% |
$974K - $979K
|
16.4K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19.6K- 17.57% |
$988K - $993K
|
91.8K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-19.8K- 19.15% |
$998K - $1M
|
83.5K
$4.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19.8K- 64.31% |
$999K - $1M
|
11K
$555K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20.6K- 69.41% |
$1.04M - $1.04M
|
9.08K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.7K- 67.6% |
$1.04M - $1.05M
|
9.91K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-21.8K- 16.4% |
$1.1M - $1.11M
|
111K
$5.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-21.9K- 7.77% |
$1.11M - $1.11M
|
260K
$13.1M
|