Purchases and Sales Made in Q3 2023 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2023. 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, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
223KNew |
$11.3M - $11.3M
|
223K
$11.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
222K+ 630.37% |
$11.2M - $11.3M
|
257K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
212KNew |
$10.7M - $10.8M
|
212K
$10.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
212KNew |
$10.7M - $10.7M
|
212K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
208KNew |
$10.5M - $10.6M
|
208K
$10.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
208KNew |
$10.5M - $10.5M
|
208K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
204K+ 13.53% |
$10.3M - $10.4M
|
1.71M
$86.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
202KNew |
$10.2M - $10.2M
|
202K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
192K+ 3488.64% |
$9.69M - $9.74M
|
197K
$10M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
192K+ 144.39% |
$9.67M - $9.73M
|
324K
$16.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
191K+ 457.34% |
$9.64M - $9.7M
|
233K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
189KNew |
$9.54M - $9.59M
|
189K
$9.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
187KNew |
$9.44M - $9.5M
|
187K
$9.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
174KNew |
$8.76M - $8.81M
|
174K
$8.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
173K+ 42.13% |
$8.72M - $8.77M
|
583K
$29.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
164K+ 113.07% |
$8.27M - $8.31M
|
309K
$15.6M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
152KNew |
$7.66M - $7.7M
|
152K
$7.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
151KNew |
$7.63M - $7.68M
|
151K
$7.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
146K+ 11.11% |
$7.37M - $7.41M
|
1.46M
$73.9M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
144KNew |
$7.28M - $7.32M
|
144K
$7.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
140K+ 287.86% |
$7.05M - $7.09M
|
188K
$9.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
138KNew |
$6.97M - $7.01M
|
138K
$7M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
137K+ 76.4% |
$6.92M - $6.96M
|
317K
$16M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
137KNew |
$6.91M - $6.95M
|
137K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137KNew |
$6.91M - $6.95M
|
137K
$6.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
135KNew |
$6.81M - $6.85M
|
135K
$6.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
134KNew |
$6.76M - $6.79M
|
134K
$6.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
134K+ 106.6% |
$6.75M - $6.79M
|
259K
$13.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
132K+ 12.39% |
$6.64M - $6.67M
|
1.19M
$60.4M
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
130K+ 43.71% |
$6.57M - $6.61M
|
428K
$21.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
129K+ 570.69% |
$6.49M - $6.52M
|
151K
$7.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
128K+ 12.42% |
$6.47M - $6.51M
|
1.16M
$58.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
126KNew |
$6.38M - $6.42M
|
126K
$6.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
124KNew |
$6.26M - $6.29M
|
124K
$6.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
122KNew |
$6.16M - $6.2M
|
122K
$6.19M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
120KNew |
$6.04M - $6.07M
|
120K
$6.06M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
119KNew |
$6.03M - $6.06M
|
119K
$6.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
119K+ 10.67% |
$6.02M - $6.06M
|
1.24M
$62.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
119K+ 414.42% |
$6.02M - $6.05M
|
148K
$7.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
119KNew |
$5.99M - $6.02M
|
119K
$6.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
117KNew |
$5.92M - $5.95M
|
117K
$5.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
117K+ 78.83% |
$5.89M - $5.92M
|
265K
$13.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
116K+ 69.95% |
$5.86M - $5.89M
|
282K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
114K+ 28.03% |
$5.76M - $5.79M
|
521K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
112KNew |
$5.68M - $5.71M
|
112K
$5.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
112KNew |
$5.65M - $5.68M
|
112K
$5.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
105K+ 269.09% |
$5.31M - $5.34M
|
144K
$7.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
105KNew |
$5.3M - $5.33M
|
105K
$5.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
101KNew |
$5.12M - $5.14M
|
101K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
98.1K+ 405.39% |
$4.95M - $4.98M
|
122K
$6.19M
|