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 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.29K+ 1.05% |
$64.8K - $65.1K
|
124K
$6.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.2K+ 24.43% |
$60.3K - $60.6K
|
6.09K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.16K+ 8.96% |
$58.6K - $58.9K
|
14.1K
$713K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.14K+ 4.79% |
$57.6K - $57.8K
|
25K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.08K+ 6.85% |
$54.5K - $54.8K
|
16.9K
$851K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
990+ 8.79% |
$49.9K - $50.1K
|
12.2K
$618K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
988+ 0.71% |
$49.8K - $50K
|
141K
$7.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
700+ 99.43% |
$35.3K - $35.5K
|
1.4K
$70.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
554New |
$27.9K - $28.1K
|
554
$27.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
506+ 1.05% |
$25.5K - $25.6K
|
48.7K
$2.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
442+ 2.38% |
$22.3K - $22.4K
|
19K
$961K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
435+ 4.8% |
$21.9K - $22K
|
9.49K
$479K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
384+ 0.63% |
$19.4K - $19.4K
|
60.9K
$3.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
356+ 2.77% |
$18K - $18K
|
13.2K
$667K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
352+ 386.81% |
$17.8K - $17.8K
|
443
$22.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334+ 2087.5% |
$16.9K - $16.9K
|
350
$17.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
300+ 1.36% |
$15.1K - $15.2K
|
22.3K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
241+ 4.2% |
$12.2K - $12.2K
|
5.98K
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
185New |
$9.33K - $9.37K
|
185
$9.33K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
140+ 4.15% |
$7.06K - $7.09K
|
3.51K
$177K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
138+ 1.43% |
$6.96K - $6.99K
|
9.77K
$493K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
123New |
$6.21K - $6.23K
|
123
$6.21K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
92+ 1.03% |
$4.64K - $4.66K
|
9.05K
$457K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
85+ 1.0% |
$4.29K - $4.31K
|
8.6K
$434K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
74+ 82.22% |
$3.73K - $3.75K
|
164
$8.27K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
62New |
$3.13K - $3.14K
|
62
$3.13K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
55+ 1.09% |
$2.77K - $2.79K
|
5.09K
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
42+ 3.63% |
$2.12K - $2.13K
|
1.2K
$60.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
31+ 0.71% |
$1.56K - $1.57K
|
4.43K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
23+ 0.52% |
$1.16K - $1.16K
|
4.45K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$706 - $709
|
6.39K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
12+ 9.76% |
$605 - $608
|
135
$6.81K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 0.33% |
$454 - $456
|
2.73K
$138K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 1.15% |
$202 - $203
|
353
$17.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.1% |
$202 - $203
|
4.02K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.95% |
$50.5 - $50.7
|
106
$5.35K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9- 0.55% |
$454 - $456
|
1.64K
$82.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-13- 0.31% |
$656 - $658
|
4.22K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18- 0.11% |
$908 - $912
|
16.9K
$853K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 14.37% |
$1.16K - $1.16K
|
137
$6.91K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32- 0.44% |
$1.61K - $1.62K
|
7.25K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-64- 0.82% |
$3.23K - $3.24K
|
7.78K
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-113- 0.43% |
$5.7K - $5.72K
|
26.4K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-120- 0.92% |
$6.05K - $6.08K
|
12.9K
$652K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-132- 0.46% |
$6.66K - $6.69K
|
28.3K
$1.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-146- 1.77% |
$7.37K - $7.39K
|
8.1K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-150- 1.64% |
$7.57K - $7.6K
|
9.02K
$455K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-193- 4.44% |
$9.74K - $9.78K
|
4.16K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-200- 1.44% |
$10.1K - $10.1K
|
13.7K
$692K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-239- 5.27% |
$12.1K - $12.1K
|
4.3K
$217K
|