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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
130+ 81.76% |
$6.55K - $6.59K
|
289
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
104+ 1.33% |
$5.24K - $5.27K
|
7.92K
$401K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
74New |
$3.73K - $3.75K
|
74
$3.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70New |
$3.53K - $3.55K
|
70
$3.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 36.42% |
$3.18K - $3.19K
|
236
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.38K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
45+ 0.45% |
$2.27K - $2.28K
|
10K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
40+ 0.7% |
$2.02K - $2.03K
|
5.76K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
31+ 0.33% |
$1.56K - $1.57K
|
9.45K
$479K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$706 - $709
|
14
$709
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.05% |
$403 - $405
|
17.8K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4+ 0.17% |
$202 - $203
|
2.36K
$119K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$101 - $101
|
2
$101
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.7
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.7
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9- 0.1% |
$454 - $456
|
8.79K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28- 96.55% |
$1.41K - $1.42K
|
1
$50.7
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-28- 1.0% |
$1.41K - $1.42K
|
2.76K
$140K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-34- 6.91% |
$1.71K - $1.72K
|
458
$23.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-40- 0.13% |
$2.02K - $2.03K
|
31.6K
$1.6M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-45- 4.92% |
$2.27K - $2.28K
|
870
$44.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.15% |
$2.52K - $2.53K
|
34.3K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 27.93% |
$2.52K - $2.53K
|
129
$6.53K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-58Closed |
$2.92K - $2.94K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-74- 0.72% |
$3.73K - $3.75K
|
10.1K
$514K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-76- 0.98% |
$3.83K - $3.85K
|
7.68K
$389K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-97- 6.05% |
$4.89K - $4.91K
|
1.51K
$76.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-100- 0.75% |
$5.04K - $5.07K
|
13.2K
$667K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-111- 7.58% |
$5.6K - $5.62K
|
1.35K
$68.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-145- 5.03% |
$7.31K - $7.35K
|
2.74K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150- -0.0% |
$7.56K - $7.6K
|
3.98M
$202M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-166- 3.15% |
$8.37K - $8.41K
|
5.1K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 4.85% |
$10.1K - $10.1K
|
3.93K
$199K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-201- 1.2% |
$10.1K - $10.2K
|
16.6K
$841K
|
|
|
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
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-263- 2.46% |
$13.3K - $13.3K
|
10.4K
$527K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-272- 11.37% |
$13.7K - $13.8K
|
2.12K
$107K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-319- 1.43% |
$16.1K - $16.2K
|
22K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-362- 16.91% |
$18.3K - $18.3K
|
1.78K
$90.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-400- 4.97% |
$20.2K - $20.3K
|
7.65K
$387K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-430- 3.43% |
$21.7K - $21.8K
|
12.1K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-464Closed |
$23.4K - $23.5K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-482- 56.64% |
$24.3K - $24.4K
|
369
$18.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-520- 10.45% |
$26.2K - $26.3K
|
4.46K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-523- 7.74% |
$26.4K - $26.5K
|
6.24K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-540- 2.7% |
$27.2K - $27.4K
|
19.5K
$985K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-571- 9.72% |
$28.8K - $28.9K
|
5.31K
$269K
|
|
|
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
$473K
|