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 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.71K+ 3.66% |
$86.1K - $86.4K
|
48.3K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.33K+ 3.95% |
$67.2K - $67.4K
|
35K
$1.77M
|
|
|
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 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
421+ 10.51% |
$21.2K - $21.3K
|
4.43K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
403+ 84.13% |
$20.3K - $20.4K
|
882
$44.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
201+ 251.25% |
$10.1K - $10.2K
|
281
$14.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
153+ 4.75% |
$7.72K - $7.75K
|
3.37K
$171K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
151+ 1.09% |
$7.62K - $7.65K
|
14K
$709K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
147+ 1.76% |
$7.42K - $7.45K
|
8.52K
$431K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91New |
$4.59K - $4.61K
|
91
$4.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
54+ 1.08% |
$2.73K - $2.74K
|
5.03K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30+ 6.21% |
$1.51K - $1.52K
|
513
$26K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$707 - $709
|
6.38K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.13% |
$454 - $456
|
6.81K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 400.0% |
$202 - $203
|
5
$253
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 1.16% |
$202 - $203
|
349
$17.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 25.0% |
$50.5 - $50.7
|
3
$152
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-31- 0.58% |
$1.56K - $1.57K
|
5.28K
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-41- 0.16% |
$2.07K - $2.08K
|
25.5K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-42- 0.38% |
$2.12K - $2.13K
|
11K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-103- 1.39% |
$5.2K - $5.22K
|
7.28K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-105- 2.55% |
$5.3K - $5.32K
|
4.01K
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-201- 14.79% |
$10.1K - $10.2K
|
1.16K
$58.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-210- 2.04% |
$10.6K - $10.6K
|
10.1K
$509K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-220- 3.79% |
$11.1K - $11.1K
|
5.59K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-310- 2.68% |
$15.6K - $15.7K
|
11.3K
$570K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-465- 3.24% |
$23.5K - $23.6K
|
13.9K
$704K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-480- 5.84% |
$24.2K - $24.3K
|
7.74K
$392K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-696- 1.1% |
$35.1K - $35.3K
|
62.6K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-780- 5.09% |
$39.4K - $39.5K
|
14.5K
$736K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-808- 2.42% |
$40.8K - $40.9K
|
32.5K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-875- 0.89% |
$44.2K - $44.3K
|
97.5K
$4.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.23K- 22.31% |
$62.2K - $62.4K
|
4.29K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.38K- 12.35% |
$69.6K - $69.9K
|
9.79K
$495K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 15.0% |
$138K - $139K
|
15.5K
$784K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.83K- 86.96% |
$143K - $143K
|
424
$21.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.37K- 25.26% |
$170K - $170K
|
9.96K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.04K- 1.3% |
$204K - $205K
|
306K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.47K- 16.87% |
$225K - $226K
|
22K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.71K- 36.03% |
$238K - $239K
|
8.36K
$423K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.78K- 3.3% |
$241K - $242K
|
140K
$7.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.14K- 32.28% |
$259K - $260K
|
10.8K
$546K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-5.54K- 0.34% |
$280K - $281K
|
1.62M
$82.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-6.28K- 4.31% |
$317K - $318K
|
139K
$7.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.48K- 35.75% |
$327K - $328K
|
11.6K
$589K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.87K- 21.25% |
$498K - $500K
|
36.6K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-12.5K- 6.45% |
$632K - $635K
|
182K
$9.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-12.8K- 60.82% |
$646K - $648K
|
8.25K
$417K
|