Purchases and Sales Made in Q3 2024 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2024. 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 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
406K+ 1402.98% |
$20.5M - $20.6M
|
435K
$22M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
131K+ 12.39% |
$6.6M - $6.63M
|
1.19M
$60M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
109K+ 31.3% |
$5.47M - $5.5M
|
455K
$23M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
55.7K+ 1287.12% |
$2.81M - $2.82M
|
60K
$3.03M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
53.9K+ 30.1% |
$2.72M - $2.73M
|
233K
$11.8M
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
53.1K+ 9.91% |
$2.67M - $2.69M
|
588K
$29.7M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
45.9K+ 547.86% |
$2.32M - $2.33M
|
54.3K
$2.75M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.6KNew |
$2.25M - $2.26M
|
44.6K
$2.25M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
44.4K+ 50.33% |
$2.24M - $2.25M
|
133K
$6.7M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
40K+ 33.96% |
$2.02M - $2.03M
|
158K
$7.98M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.8K+ 16.29% |
$1.7M - $1.71M
|
241K
$12.2M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
33.5K+ 25.82% |
$1.69M - $1.7M
|
163K
$8.25M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
32.2K+ 3.37% |
$1.62M - $1.63M
|
987K
$49.9M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.5K+ 1749.36% |
$1.44M - $1.45M
|
30.2K
$1.53M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.9K+ 16.46% |
$1.05M - $1.06M
|
148K
$7.47M
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19K+ 7.62% |
$957K - $961K
|
268K
$13.5M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
18K+ 2.38% |
$908K - $912K
|
775K
$39.2M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
16.8K+ 73.12% |
$847K - $851K
|
39.8K
$2.01M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.9K+ 32.47% |
$750K - $753K
|
60.7K
$3.07M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.3KNew |
$672K - $676K
|
13.3K
$674K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
12KNew |
$604K - $607K
|
12K
$605K
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
10.2KNew |
$515K - $518K
|
10.2K
$517K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
10.2K+ 2.41% |
$513K - $516K
|
433K
$21.9M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.75KNew |
$492K - $494K
|
9.75K
$493K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.77K+ 14.38% |
$341K - $343K
|
53.9K
$2.72M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.59K+ 12.42% |
$332K - $334K
|
59.7K
$3.02M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.12KNew |
$309K - $310K
|
6.12K
$310K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.99KNew |
$302K - $304K
|
5.99K
$303K
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.67KNew |
$236K - $237K
|
4.67K
$236K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.61K+ 13.41% |
$232K - $233K
|
39K
$1.97M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.31K+ 20.99% |
$218K - $219K
|
24.9K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 41.21% |
$217K - $218K
|
14.7K
$746K
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
4.2KNew |
$212K - $213K
|
4.2K
$212K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.11K+ 28.19% |
$207K - $208K
|
18.7K
$944K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$206K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.46K+ 7.02% |
$73.8K - $74.1K
|
22.3K
$1.13M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
198+ 1.9% |
$9.98K - $10K
|
10.6K
$537K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
74New |
$3.73K - $3.75K
|
74
$3.74K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 36.42% |
$3.18K - $3.19K
|
236
$11.9K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
40+ 0.7% |
$2.02K - $2.03K
|
5.76K
$291K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$101 - $101
|
2
$101
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-28- 1.0% |
$1.41K - $1.42K
|
2.76K
$140K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-40- 0.13% |
$2.02K - $2.03K
|
31.6K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 27.93% |
$2.52K - $2.53K
|
129
$6.52K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-166- 3.15% |
$8.37K - $8.41K
|
5.1K
$258K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-220- 3.02% |
$11.1K - $11.1K
|
7.06K
$357K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-220- 1.86% |
$11.1K - $11.1K
|
11.6K
$587K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-571- 9.72% |
$28.8K - $28.9K
|
5.31K
$268K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-608- 11.11% |
$30.7K - $30.8K
|
4.87K
$246K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-609- 6.12% |
$30.7K - $30.9K
|
9.34K
$472K
|