Purchases and Sales Made in Q3 2022 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
54.4KNew |
$2.74M - $2.75M
|
54.4K
$2.75M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.8K+ 909.46% |
$2.71M - $2.72M
|
59.7K
$3.02M
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
51.1KNew |
$2.57M - $2.58M
|
51.1K
$2.59M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
48.4KNew |
$2.44M - $2.45M
|
48.4K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
42.5K+ 1008.21% |
$2.14M - $2.15M
|
46.7K
$2.36M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42K+ 394.01% |
$2.11M - $2.12M
|
52.6K
$2.66M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.7KNew |
$2M - $2.01M
|
39.7K
$2.01M
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
39.7KNew |
$2M - $2M
|
39.7K
$2.01M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
39.5KNew |
$1.99M - $1.99M
|
39.5K
$2M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39.2K+ 138.01% |
$1.98M - $1.98M
|
67.7K
$3.42M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39.1K+ 141.8% |
$1.97M - $1.97M
|
66.7K
$3.37M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37.8K+ 16.26% |
$1.9M - $1.91M
|
270K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.6K+ 8.8% |
$1.89M - $1.9M
|
465K
$23.5M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
37.5K+ 419.28% |
$1.89M - $1.9M
|
46.5K
$2.35M
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
32.5K+ 3.92% |
$1.63M - $1.64M
|
860K
$43.5M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31.8KNew |
$1.6M - $1.6M
|
31.8K
$1.61M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
30.2KNew |
$1.52M - $1.53M
|
30.2K
$1.53M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
29.7KNew |
$1.49M - $1.5M
|
29.7K
$1.5M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
28.2KNew |
$1.42M - $1.42M
|
28.2K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
28KNew |
$1.41M - $1.41M
|
28K
$1.41M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
27.9K+ 142.41% |
$1.4M - $1.41M
|
47.4K
$2.4M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.7KNew |
$1.39M - $1.4M
|
27.7K
$1.4M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26.4KNew |
$1.33M - $1.33M
|
26.4K
$1.34M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26.4KNew |
$1.33M - $1.33M
|
26.4K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
25K+ 13.76% |
$1.26M - $1.26M
|
207K
$10.4M
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
23.1K+ 6.68% |
$1.16M - $1.17M
|
369K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.1KNew |
$1.16M - $1.17M
|
23.1K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.7K+ 60.02% |
$1.09M - $1.1M
|
57.9K
$2.93M
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
18.9KNew |
$951K - $954K
|
18.9K
$955K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.7K+ 21.65% |
$893K - $896K
|
99.7K
$5.04M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.7K+ 20.25% |
$890K - $893K
|
105K
$5.31M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
16.5K+ 73.75% |
$829K - $831K
|
38.8K
$1.96M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.1KNew |
$810K - $813K
|
16.1K
$814K
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.3KNew |
$768K - $770K
|
15.3K
$771K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.2KNew |
$766K - $768K
|
15.2K
$769K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 15.2% |
$686K - $688K
|
103K
$5.22M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$672K - $674K
|
13.3K
$675K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.1K+ 57.54% |
$659K - $661K
|
35.8K
$1.81M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
13KNew |
$653K - $656K
|
13K
$656K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
12KNew |
$607K - $608K
|
12K
$609K
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
11.3KNew |
$566K - $568K
|
11.3K
$569K
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9.85K+ 31.33% |
$496K - $498K
|
41.3K
$2.09M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.64KNew |
$435K - $436K
|
8.64K
$437K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
7.6K+ 9156.63% |
$383K - $384K
|
7.68K
$389K
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
7.5KNew |
$378K - $379K
|
7.5K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
6.95KNew |
$350K - $351K
|
6.95K
$351K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.82KNew |
$293K - $294K
|
5.82K
$295K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.95K+ 61.68% |
$249K - $250K
|
13K
$656K
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.9KNew |
$247K - $247K
|
4.9K
$248K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.73KNew |
$238K - $239K
|
4.73K
$239K
|