Purchases and Sales Made in Q2 2025 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
140K+ 118.49% |
$7.06M - $7.09M
|
258K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
76.8K+ 1617.46% |
$3.88M - $3.89M
|
81.5K
$4.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
66.2K+ 99.73% |
$3.34M - $3.35M
|
133K
$6.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
65.9K+ 28.32% |
$3.32M - $3.34M
|
298K
$15.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
60.7K+ 9.16% |
$3.06M - $3.08M
|
724K
$36.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
41K+ 32.61% |
$2.07M - $2.08M
|
167K
$8.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.5K+ 58.2% |
$1.84M - $1.85M
|
99.2K
$5.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
36.4K+ 126.01% |
$1.83M - $1.84M
|
65.2K
$3.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
36.1K+ 2.83% |
$1.82M - $1.83M
|
1.31M
$66.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
33.4K+ 58.14% |
$1.69M - $1.69M
|
90.8K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
32.6K+ 62.66% |
$1.64M - $1.65M
|
84.6K
$4.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
32.5K+ 46.88% |
$1.64M - $1.65M
|
102K
$5.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.2K+ 62.78% |
$1.27M - $1.28M
|
65.3K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.4KNew |
$1.23M - $1.24M
|
24.4K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
23.6KNew |
$1.19M - $1.2M
|
23.6K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22K+ 39.77% |
$1.11M - $1.12M
|
77.4K
$3.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$832K - $835K
|
16.5K
$834K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.4KNew |
$776K - $779K
|
15.4K
$778K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15.2K+ 1.73% |
$767K - $770K
|
891K
$45.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.9K+ 13.86% |
$753K - $756K
|
123K
$6.2M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
13.8K+ 7.42% |
$698K - $701K
|
200K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13.5K+ 6.79% |
$681K - $684K
|
212K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
13KNew |
$656K - $658K
|
13K
$657K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
9.89K+ 24.83% |
$499K - $501K
|
49.7K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.68K+ 8.44% |
$438K - $440K
|
111K
$5.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
8.15K+ 44.71% |
$411K - $413K
|
26.4K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.42K+ 12.02% |
$375K - $376K
|
69.2K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
7.33KNew |
$370K - $371K
|
7.33K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
6.85K+ 2.37% |
$346K - $347K
|
296K
$15M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.29KNew |
$317K - $319K
|
6.29K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.83K+ 9.93% |
$294K - $295K
|
64.6K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.48K+ 12.11% |
$277K - $278K
|
50.7K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.41K+ 70.84% |
$273K - $274K
|
13K
$660K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.28K+ 2.55% |
$266K - $267K
|
212K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.26K+ 51.39% |
$266K - $267K
|
15.5K
$784K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 34.36% |
$250K - $251K
|
19.4K
$981K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.91KNew |
$248K - $249K
|
4.91K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.91K+ 13.41% |
$248K - $249K
|
41.5K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.65K+ 12.35% |
$235K - $236K
|
42.3K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.54KNew |
$229K - $230K
|
4.54K
$229K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.4KNew |
$222K - $223K
|
4.4K
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.31K+ 5.95% |
$218K - $218K
|
76.8K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.27K+ 5.7% |
$165K - $166K
|
60.6K
$3.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.08K+ 21.05% |
$155K - $156K
|
17.7K
$896K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.75K+ 3.66% |
$139K - $139K
|
77.8K
$3.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.71K+ 3.66% |
$86.1K - $86.4K
|
48.3K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
760+ 76000.0% |
$38.4K - $38.5K
|
761
$38.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
596New |
$30.1K - $30.2K
|
596
$30.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
594New |
$30K - $30.1K
|
594
$30.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
403+ 84.13% |
$20.3K - $20.4K
|
882
$44.6K
|