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 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-609- 6.12% |
$30.7K - $30.9K
|
9.34K
$472K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-623- 18.73% |
$31.4K - $31.6K
|
2.7K
$137K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-712- 9.45% |
$35.9K - $36.1K
|
6.83K
$345K
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-842- 0.98% |
$42.5K - $42.7K
|
85K
$4.3M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-973- 12.57% |
$49.1K - $49.3K
|
6.77K
$342K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-991- 56.76% |
$50K - $50.2K
|
755
$38.2K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.16K- 13.81% |
$58.4K - $58.7K
|
7.23K
$365K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.18K- 3.25% |
$59.6K - $59.9K
|
35.2K
$1.78M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.53K- 11.21% |
$77K - $77.4K
|
12.1K
$612K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.76K- 27.09% |
$88.6K - $89.1K
|
4.73K
$239K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.79K- 7.57% |
$90.2K - $90.6K
|
21.8K
$1.1M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.94K- 54.82% |
$97.6K - $98K
|
1.6K
$80.6K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.07K- 4.67% |
$104K - $105K
|
42.3K
$2.14M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.59K- 5.6% |
$131K - $131K
|
43.7K
$2.21M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.63K- 8.21% |
$183K - $184K
|
40.5K
$2.05M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.35K- 31.13% |
$220K - $221K
|
9.63K
$487K
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-5.37K- 35.4% |
$271K - $272K
|
9.79K
$495K
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5.49K- 26.63% |
$277K - $278K
|
15.1K
$765K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.53K- 96.03% |
$279K - $280K
|
229
$11.6K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.61K- 41.82% |
$333K - $335K
|
9.2K
$465K
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-6.66K- 9.14% |
$336K - $337K
|
66.2K
$3.35M
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-6.75K- 13.67% |
$340K - $342K
|
42.6K
$2.16M
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-8.19K- 31.15% |
$413K - $415K
|
18.1K
$915K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 21.31% |
$596K - $598K
|
43.6K
$2.21M
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-12.4K- 35.35% |
$626K - $629K
|
22.7K
$1.15M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 8.15% |
$740K - $743K
|
165K
$8.35M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-16.2K- 21.4% |
$819K - $823K
|
59.6K
$3.02M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17K- 49.14% |
$858K - $862K
|
17.6K
$890K
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-18.6K- 45.18% |
$939K - $943K
|
22.6K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-20K- 23.02% |
$1.01M - $1.01M
|
67K
$3.39M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-21.2K- 11.5% |
$1.07M - $1.08M
|
163K
$8.27M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-23.3K- 41.48% |
$1.18M - $1.18M
|
32.9K
$1.67M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.9K- 26.27% |
$1.2M - $1.21M
|
67K
$3.39M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28K- 75.6% |
$1.41M - $1.42M
|
9.03K
$456K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29.8K- 60.74% |
$1.5M - $1.51M
|
19.3K
$976K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-38.2K- 66.57% |
$1.92M - $1.93M
|
19.2K
$969K
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-48.6K- 89.47% |
$2.45M - $2.46M
|
5.72K
$289K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-60.3K- 58.59% |
$3.04M - $3.05M
|
42.6K
$2.15M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-71.8K- 48.43% |
$3.62M - $3.64M
|
76.4K
$3.86M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-79.4K- 17.09% |
$4M - $4.02M
|
385K
$19.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-97.6K- 31.71% |
$4.92M - $4.95M
|
210K
$10.6M
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-156K- 68.65% |
$7.86M - $7.9M
|
71.2K
$3.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-326K- 18.43% |
$16.4M - $16.5M
|
1.44M
$73M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-457K- 42.09% |
$23M - $23.2M
|
629K
$31.8M
|