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 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-285- 2.82% |
$14.4K - $14.4K
|
9.83K
$496K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-325- 11.98% |
$16.4K - $16.5K
|
2.39K
$120K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-355- 0.55% |
$17.9K - $18K
|
64.2K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-412- 7.38% |
$20.8K - $20.9K
|
5.17K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-413- 7.03% |
$20.8K - $20.9K
|
5.46K
$276K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-421- 4.42% |
$21.2K - $21.3K
|
9.11K
$460K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-500- 4.97% |
$25.2K - $25.3K
|
9.57K
$483K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-505- 9.1% |
$25.5K - $25.6K
|
5.04K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-508- 85.52% |
$25.6K - $25.7K
|
86
$4.34K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-521- 3.36% |
$26.3K - $26.4K
|
15K
$756K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-599- 2.12% |
$30.2K - $30.3K
|
27.7K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-611- 3.94% |
$30.8K - $30.9K
|
14.9K
$751K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-774- 9.99% |
$39K - $39.2K
|
6.97K
$352K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-781- 93.87% |
$39.4K - $39.6K
|
51
$2.57K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-964- 14.55% |
$48.6K - $48.8K
|
5.66K
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.45K- 4.13% |
$73.1K - $73.3K
|
33.6K
$1.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.49K- 19.82% |
$75.4K - $75.7K
|
6.04K
$305K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.53K- 26.88% |
$77.2K - $77.5K
|
4.16K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.63K- 3.31% |
$82.2K - $82.6K
|
47.6K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-1.77K- 4.54% |
$89.5K - $89.9K
|
37.3K
$1.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 13.42% |
$90.2K - $90.5K
|
11.5K
$582K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.86K- 15.35% |
$93.9K - $94.3K
|
10.3K
$518K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.92K- 3.06% |
$96.8K - $97.1K
|
60.7K
$3.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-1.95K- 16.78% |
$98.6K - $99K
|
9.69K
$489K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.02K- 16.72% |
$102K - $102K
|
10.1K
$508K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.04K- 15.44% |
$103K - $103K
|
11.2K
$564K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.15K- 8.81% |
$109K - $109K
|
22.3K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.17K- 20.17% |
$110K - $110K
|
8.61K
$434K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.3K- 10.66% |
$116K - $116K
|
19.3K
$973K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.35K- 3.39% |
$118K - $119K
|
66.9K
$3.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.53K- 2.59% |
$127K - $128K
|
95K
$4.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.73K- 8.22% |
$138K - $138K
|
30.5K
$1.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 3.92% |
$153K - $154K
|
74.4K
$3.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.24K- 18.84% |
$164K - $164K
|
14K
$705K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.09K- 13.97% |
$206K - $207K
|
25.2K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-4.26K- 2.01% |
$215K - $216K
|
208K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-4.5K- 17.63% |
$227K - $228K
|
21K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.92K- 13.44% |
$248K - $249K
|
31.7K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.94K- 3.46% |
$249K - $250K
|
138K
$6.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-5.2K- 2.86% |
$262K - $263K
|
177K
$8.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.73K- 15.05% |
$289K - $290K
|
32.4K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.59K- 6.62% |
$333K - $334K
|
92.9K
$4.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7.05K- 21.67% |
$356K - $357K
|
25.5K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-7.97K- 7.69% |
$402K - $404K
|
95.7K
$4.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8K- 19.28% |
$404K - $405K
|
33.5K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.33K- 13.08% |
$471K - $473K
|
62K
$3.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-10.5K- 88.47% |
$528K - $530K
|
1.37K
$68.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.9K- 5.67% |
$599K - $601K
|
197K
$9.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-12.1K- 15.11% |
$610K - $612K
|
67.9K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.3K- 37.55% |
$619K - $621K
|
20.4K
$1.03M
|