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 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-217- 38.61% |
$11K - $11K
|
345
$17.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-432- 2.91% |
$21.8K - $21.9K
|
14.4K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-859- 2.29% |
$43.4K - $43.5K
|
36.6K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.11K- 10.41% |
$56K - $56.2K
|
9.55K
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 7.55% |
$72.2K - $72.5K
|
17.5K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.51K- 2.57% |
$76.2K - $76.5K
|
57.3K
$2.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.52K- 89.31% |
$76.8K - $77.1K
|
182
$9.21K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1.6K- 14.52% |
$80.9K - $81.2K
|
9.44K
$477K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.02K- 13.18% |
$102K - $102K
|
13.3K
$674K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.42K- 1.03% |
$122K - $122K
|
233K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2.51K- 2.25% |
$127K - $127K
|
109K
$5.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.98K- 8.19% |
$150K - $151K
|
33.4K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.88K- 37.88% |
$196K - $197K
|
6.37K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.95K- 9.49% |
$199K - $200K
|
37.7K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-4.44K- 35.05% |
$224K - $225K
|
8.22K
$416K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-4.86K- 1.43% |
$245K - $246K
|
334K
$16.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5.18K- 13.06% |
$261K - $262K
|
34.4K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.09K- 44.36% |
$307K - $309K
|
7.64K
$386K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.96K- 6.85% |
$351K - $353K
|
94.6K
$4.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.03K- 4.58% |
$355K - $356K
|
147K
$7.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 29.76% |
$512K - $514K
|
23.9K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10.6K- 1.2% |
$537K - $539K
|
876K
$44.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2K- 16.36% |
$567K - $569K
|
57.4K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-14.3K- 16.02% |
$723K - $726K
|
75.1K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 76.82% |
$840K - $844K
|
5.02K
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20.8K- 42.85% |
$1.05M - $1.05M
|
27.7K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-22.8K- 8.75% |
$1.15M - $1.16M
|
238K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.9K- 39.21% |
$1.51M - $1.52M
|
46.4K
$2.35M
|