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 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12.9K- 37.32% |
$649K - $651K
|
21.6K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 10.48% |
$775K - $778K
|
131K
$6.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-27.9K- 53.98% |
$1.41M - $1.42M
|
23.8K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-34.9K- 8.64% |
$1.76M - $1.77M
|
369K
$18.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47.8K- 64.76% |
$2.41M - $2.42M
|
26K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-55.4K- 40.55% |
$2.8M - $2.81M
|
81.3K
$4.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-72.6K- 68.58% |
$3.66M - $3.68M
|
33.3K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-72.9K- 21.83% |
$3.68M - $3.7M
|
261K
$13.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-114K- 34.0% |
$5.73M - $5.76M
|
221K
$11.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-120K- 75.95% |
$6.07M - $6.09M
|
38.1K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-124K- 58.84% |
$6.26M - $6.29M
|
86.8K
$4.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-226K- 46.36% |
$11.4M - $11.5M
|
262K
$13.3M
|