Purchases and Sales Made in Q4 2024 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.44M+ 878.72% |
$72.4M - $72.7M
|
1.6M
$80.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18MNew |
$59.5M - $59.8M
|
1.18M
$59.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
473K+ 4069.92% |
$23.8M - $24M
|
485K
$24.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
453K+ 99.4% |
$22.8M - $22.9M
|
908K
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
447KNew |
$22.5M - $22.6M
|
447K
$22.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
445K+ 535.36% |
$22.4M - $22.5M
|
528K
$26.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
284KNew |
$14.3M - $14.4M
|
284K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
265K+ 4.23% |
$13.4M - $13.4M
|
6.54M
$331M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
244K+ 748.51% |
$12.3M - $12.4M
|
277K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
231K+ 158.75% |
$11.6M - $11.7M
|
377K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
204KNew |
$10.3M - $10.3M
|
204K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
195K+ 11.97% |
$9.83M - $9.88M
|
1.83M
$92.3M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
190K+ 127.29% |
$9.56M - $9.61M
|
339K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172K+ 206.66% |
$8.67M - $8.71M
|
255K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
168K+ 250.14% |
$8.47M - $8.52M
|
235K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
160K+ 21.96% |
$8.04M - $8.09M
|
887K
$44.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
154KNew |
$7.75M - $7.79M
|
154K
$7.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
134K+ 93.84% |
$6.74M - $6.77M
|
276K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
133KNew |
$6.68M - $6.72M
|
133K
$6.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
129K+ 37.04% |
$6.49M - $6.53M
|
477K
$24.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
123KNew |
$6.2M - $6.23M
|
123K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
123K+ 18.35% |
$6.17M - $6.2M
|
790K
$40M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
107KNew |
$5.38M - $5.4M
|
107K
$5.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
101K+ 19.53% |
$5.08M - $5.1M
|
617K
$31.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
97.8K+ 146.05% |
$4.93M - $4.95M
|
165K
$8.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
95.2KNew |
$4.8M - $4.82M
|
95.2K
$4.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
91.9KNew |
$4.63M - $4.65M
|
91.9K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
91K+ 6.15% |
$4.59M - $4.61M
|
1.57M
$79.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
89.8K+ 13.14% |
$4.52M - $4.54M
|
773K
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
81.3K+ 5.93% |
$4.1M - $4.12M
|
1.45M
$73.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
79.1KNew |
$3.98M - $4M
|
79.1K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
67.5KNew |
$3.4M - $3.42M
|
67.5K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.3K+ 44.9% |
$3.34M - $3.36M
|
214K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.3K+ 9.32% |
$3.09M - $3.1M
|
718K
$36.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.1K+ 9.41% |
$2.98M - $2.99M
|
688K
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
58.8KNew |
$2.96M - $2.98M
|
58.8K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
51.9K+ 224.97% |
$2.62M - $2.63M
|
75K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
51.9KNew |
$2.61M - $2.63M
|
51.9K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
46.3KNew |
$2.33M - $2.34M
|
46.3K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
46.3K+ 45.04% |
$2.33M - $2.34M
|
149K
$7.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
43.9KNew |
$2.21M - $2.22M
|
43.9K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
43.4K+ 19.35% |
$2.19M - $2.2M
|
268K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
42.4K+ 32.02% |
$2.14M - $2.15M
|
175K
$8.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
42.4K+ 8.77% |
$2.14M - $2.15M
|
526K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.6K+ 24.65% |
$2.09M - $2.1M
|
210K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41K+ 15.74% |
$2.07M - $2.08M
|
302K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
40.3K+ 177.36% |
$2.03M - $2.04M
|
63.1K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
40.2K+ 133.22% |
$2.02M - $2.03M
|
70.3K
$3.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
40K+ 6.8% |
$2.02M - $2.03M
|
628K
$31.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.6K+ 250.86% |
$1.85M - $1.86M
|
51.3K
$2.59M
|