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 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-12.8K- 4.91% |
$647K - $650K
|
248K
$12.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-13.3K- 5.42% |
$673K - $676K
|
233K
$11.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-13.8K- 17.04% |
$698K - $701K
|
67.4K
$3.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-14.5K- 95.34% |
$730K - $733K
|
708
$35.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-15.2K- 24.62% |
$767K - $770K
|
46.5K
$2.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-15.5K- 7.03% |
$782K - $785K
|
205K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-15.6K- 13.89% |
$787K - $790K
|
96.7K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-16.9K- 7.95% |
$852K - $855K
|
195K
$9.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-16.9K- 15.19% |
$854K - $858K
|
94.5K
$4.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17.3K- 43.07% |
$871K - $874K
|
22.8K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-17.5K- 73.86% |
$881K - $884K
|
6.18K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-18.2K- 21.62% |
$920K - $924K
|
66.1K
$3.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.6K- 6.88% |
$938K - $942K
|
252K
$12.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.9K- 20.76% |
$951K - $955K
|
72K
$3.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-26.5K- 14.84% |
$1.34M - $1.34M
|
152K
$7.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-26.9K- 16.11% |
$1.36M - $1.36M
|
140K
$7.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-29.1K- 14.13% |
$1.47M - $1.47M
|
177K
$8.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-29.2K- 29.55% |
$1.47M - $1.48M
|
69.7K
$3.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-32.7K- 37.64% |
$1.65M - $1.65M
|
54.1K
$2.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-33.3K- 15.09% |
$1.68M - $1.69M
|
187K
$9.45M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-37.9K- 18.92% |
$1.91M - $1.92M
|
162K
$8.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44.9K- 14.68% |
$2.27M - $2.28M
|
261K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-49.2K- 75.4% |
$2.48M - $2.49M
|
16K
$809K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-53.6K- 71.24% |
$2.71M - $2.72M
|
21.6K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-55.6K- 37.83% |
$2.8M - $2.81M
|
91.3K
$4.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-59.1K- 22.89% |
$2.98M - $2.99M
|
199K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-60.8K- 4.5% |
$3.07M - $3.08M
|
1.29M
$65.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-61.3K- 23.4% |
$3.09M - $3.11M
|
201K
$10.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-61.9K- 63.05% |
$3.12M - $3.14M
|
36.3K
$1.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-65.2K- 15.85% |
$3.29M - $3.3M
|
346K
$17.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-77.5K- 38.56% |
$3.91M - $3.93M
|
123K
$6.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-146K- 18.44% |
$7.35M - $7.37M
|
644K
$32.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-178K- 42.24% |
$8.98M - $9.02M
|
243K
$12.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-203K- 67.32% |
$10.2M - $10.3M
|
98.6K
$4.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-215K- 54.46% |
$10.9M - $10.9M
|
180K
$9.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-253K- 33.8% |
$12.8M - $12.8M
|
495K
$25M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-314K- 17.3% |
$15.8M - $15.9M
|
1.5M
$75.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-563K- 40.02% |
$28.4M - $28.5M
|
844K
$42.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-682K- 89.84% |
$34.4M - $34.5M
|
77.1K
$3.89M
|