Purchases and Sales Made in Q1 2025 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
231K+ 64.55% |
$11.7M - $11.7M
|
589K
$29.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
78.4K+ 6.54% |
$3.96M - $3.97M
|
1.28M
$64.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.7K+ 21.41% |
$2.76M - $2.77M
|
310K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
48.3K+ 16.88% |
$2.44M - $2.45M
|
334K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
36.2K+ 2.27% |
$1.82M - $1.83M
|
1.63M
$82.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
34.7K+ 5.53% |
$1.75M - $1.76M
|
663K
$33.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28.6K+ 656.55% |
$1.44M - $1.45M
|
33K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26.4K+ 5.77% |
$1.33M - $1.34M
|
484K
$24.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
26.2K+ 56.54% |
$1.32M - $1.33M
|
72.5K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
24.4K+ 117.37% |
$1.23M - $1.24M
|
45.2K
$2.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
23.7K+ 13.57% |
$1.2M - $1.2M
|
199K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
23.2K+ 8.71% |
$1.17M - $1.18M
|
289K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22K+ 73.68% |
$1.11M - $1.11M
|
51.8K
$2.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20.9K+ 10.56% |
$1.06M - $1.06M
|
219K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.5K+ 23.39% |
$831K - $834K
|
86.8K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
11K+ 23.09% |
$556K - $558K
|
58.7K
$2.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.9K+ 11.81% |
$548K - $550K
|
103K
$5.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
10.4K+ 68.82% |
$526K - $528K
|
25.6K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
8.85K+ 93.93% |
$447K - $449K
|
18.3K
$924K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.91KNew |
$399K - $401K
|
7.91K
$400K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.82K+ 41.9% |
$395K - $396K
|
26.5K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.38KNew |
$322K - $323K
|
6.38K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
6.06K+ 36.5% |
$306K - $307K
|
22.6K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.93K+ 0.41% |
$249K - $250K
|
1.22M
$61.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.46K+ 5.25% |
$175K - $176K
|
69.4K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.81K+ 27.38% |
$142K - $142K
|
13.1K
$661K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.3K+ 34.21% |
$116K - $116K
|
9.01K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 21.51% |
$95.8K - $96.2K
|
10.7K
$542K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.89K+ 5.93% |
$95.3K - $95.6K
|
33.7K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.64KNew |
$82.8K - $83.1K
|
1.64K
$83K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.47KNew |
$74.2K - $74.5K
|
1.47K
$74.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 2.07% |
$63.2K - $63.4K
|
61.8K
$3.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.17KNew |
$59.2K - $59.4K
|
1.17K
$59.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
900+ 0.22% |
$45.4K - $45.6K
|
404K
$20.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
851+ 5.65% |
$43K - $43.1K
|
15.9K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
393+ 4.93% |
$19.8K - $19.9K
|
8.37K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
291+ 0.47% |
$14.7K - $14.7K
|
62.7K
$3.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
201New |
$10.1K - $10.2K
|
201
$10.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
79+ 0.55% |
$3.99K - $4K
|
14.4K
$727K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
40+ 0.68% |
$2.02K - $2.03K
|
5.89K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 5.46% |
$1.26K - $1.27K
|
483
$24.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 0.34% |
$1.16K - $1.17K
|
6.8K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
13+ 0.41% |
$656 - $659
|
3.22K
$163K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12+ 0.18% |
$606 - $608
|
6.57K
$333K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$202 - $203
|
4
$202
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 54.17% |
$1.31K - $1.32K
|
22
$1.11K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-47- 3.34% |
$2.37K - $2.38K
|
1.36K
$68.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-142- 63.96% |
$7.17K - $7.2K
|
80
$4.05K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-176- 6.57% |
$8.88K - $8.92K
|
2.5K
$127K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 1.91% |
$10.1K - $10.1K
|
10.3K
$520K
|