Purchases and Sales Made in Q3 2025 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2025. 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 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
465K+ 569.99% |
$23.4M - $23.5M
|
546K
$27.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
317K+ 170.0% |
$16M - $16M
|
503K
$25.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
136K+ 6.17% |
$6.89M - $6.91M
|
2.35M
$118M
|
|
|
Oct 14, 2025
Q3 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
74.8K+ 10.34% |
$3.77M - $3.79M
|
798K
$40.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
63.2K+ 17.12% |
$3.19M - $3.2M
|
433K
$21.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.8K+ 63.32% |
$3.17M - $3.18M
|
162K
$8.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
58.8KNew |
$2.97M - $2.98M
|
58.8K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
58.5KNew |
$2.95M - $2.96M
|
58.5K
$2.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
56.8KNew |
$2.87M - $2.88M
|
56.8K
$2.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
55.3K+ 54.24% |
$2.79M - $2.8M
|
157K
$7.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
54.3K+ 108.97% |
$2.74M - $2.75M
|
104K
$5.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
52.2K+ 5.85% |
$2.63M - $2.64M
|
944K
$47.6M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
45.3K+ 15.29% |
$2.28M - $2.29M
|
341K
$17.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
41.6K+ 312.34% |
$2.1M - $2.1M
|
54.9K
$2.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
40.4K+ 13.53% |
$2.04M - $2.05M
|
339K
$17.1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.7K+ 16.06% |
$1.7M - $1.71M
|
243K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.5K+ 5.51% |
$1.54M - $1.54M
|
584K
$29.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
28.6K+ 2.18% |
$1.44M - $1.45M
|
1.34M
$67.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.2K+ 2.79% |
$1.37M - $1.38M
|
1M
$50.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
26.8K+ 20.22% |
$1.35M - $1.36M
|
159K
$8.04M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
23K+ 1.42% |
$1.16M - $1.17M
|
1.65M
$83.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
17.7K+ 35.58% |
$893K - $896K
|
67.4K
$3.4M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.5KNew |
$680K - $682K
|
13.5K
$680K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
13.1KNew |
$663K - $665K
|
13.1K
$663K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.2KNew |
$566K - $568K
|
11.2K
$566K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
10.9K+ 1544.35% |
$552K - $554K
|
11.6K
$587K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9.99K+ 9.14% |
$504K - $506K
|
119K
$6.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.07KNew |
$458K - $459K
|
9.07K
$458K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
8.67K+ 1.43% |
$438K - $439K
|
615K
$31M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.34K+ 83.74% |
$421K - $422K
|
18.3K
$923K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8.29K+ 10.64% |
$418K - $420K
|
86.1K
$4.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.47K+ 8.83% |
$377K - $378K
|
92K
$4.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.43K+ 5.66% |
$375K - $376K
|
139K
$6.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.58K+ 1.31% |
$332K - $333K
|
511K
$25.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.96K+ 7.76% |
$301K - $302K
|
82.8K
$4.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.73K+ 2.85% |
$289K - $290K
|
207K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5.36K+ 67.81% |
$271K - $272K
|
13.3K
$670K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.36K+ 2.52% |
$270K - $271K
|
218K
$11M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.31KNew |
$268K - $269K
|
5.31K
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 25.58% |
$250K - $251K
|
24.3K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4.75KNew |
$240K - $241K
|
4.75K
$240K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.11KNew |
$207K - $208K
|
4.11K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.31K+ 1.04% |
$167K - $167K
|
322K
$16.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
2.62K+ 7.86% |
$132K - $132K
|
35.9K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.27K+ 23.17% |
$114K - $115K
|
12.1K
$608K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.18K+ 5.15% |
$110K - $110K
|
44.5K
$2.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 3.21% |
$101K - $102K
|
64.4K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.98K+ 11.16% |
$99.7K - $100K
|
19.7K
$994K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 5.88% |
$89K - $89.4K
|
31.8K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.29K+ 1.05% |
$64.8K - $65.1K
|
124K
$6.25M
|