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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
26.2K+ 65.76% |
$1.32M - $1.32M
|
66K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
25.1K+ 111.16% |
$1.27M - $1.27M
|
47.7K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
24.7KNew |
$1.24M - $1.25M
|
24.7K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
24.5K+ 3.16% |
$1.23M - $1.24M
|
800K
$40.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24K+ 12.11% |
$1.21M - $1.22M
|
223K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
23.1K+ 27.83% |
$1.16M - $1.17M
|
106K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.8K+ 1.92% |
$1.15M - $1.15M
|
1.21M
$61.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
21.7K+ 52.32% |
$1.09M - $1.1M
|
63.3K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20.8KNew |
$1.05M - $1.05M
|
20.8K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
18.8K+ 28.35% |
$946K - $951K
|
85K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
18.4KNew |
$926K - $931K
|
18.4K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.3K+ 43.83% |
$921K - $926K
|
60K
$3.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
17.9KNew |
$902K - $907K
|
17.9K
$906K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.5K+ 11.45% |
$884K - $888K
|
171K
$8.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
17.4K+ 76.58% |
$876K - $881K
|
40.1K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
16.8KNew |
$846K - $851K
|
16.8K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.7K+ 12.89% |
$840K - $844K
|
146K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.5K+ 17.02% |
$831K - $836K
|
113K
$5.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 93.58% |
$830K - $834K
|
34.1K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$764K - $768K
|
15.2K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.5K+ 47.57% |
$732K - $736K
|
45.1K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.4K+ 10.0% |
$725K - $729K
|
158K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.1K+ 44.73% |
$712K - $715K
|
45.7K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14.1KNew |
$711K - $714K
|
14.1K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6K+ 65.07% |
$687K - $691K
|
34.6K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
13.6K+ 243.99% |
$685K - $689K
|
19.2K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
13.6K+ 243.99% |
$685K - $689K
|
19.2K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.4K+ 59.56% |
$675K - $678K
|
35.9K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13.2K+ 47.29% |
$667K - $671K
|
41.2K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$654K - $658K
|
13K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
12.1K+ 19.21% |
$607K - $610K
|
74.8K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 2.61% |
$587K - $590K
|
457K
$23.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.9K+ 0.92% |
$549K - $552K
|
1.2M
$60.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 20.85% |
$514K - $516K
|
59.1K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.2K+ 177.76% |
$512K - $515K
|
15.9K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$508K - $511K
|
10.1K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.96K+ 9.74% |
$502K - $504K
|
112K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
9.9KNew |
$499K - $501K
|
9.9K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.89KNew |
$498K - $501K
|
9.89K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.5KNew |
$478K - $481K
|
9.5K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.07K+ 22.3% |
$457K - $459K
|
49.7K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.65K+ 1.79% |
$436K - $438K
|
491K
$24.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.49K+ 16.31% |
$428K - $430K
|
60.5K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.41K+ 17.53% |
$423K - $426K
|
56.4K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.21KNew |
$413K - $416K
|
8.21K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.15K+ 5.95% |
$411K - $413K
|
145K
$7.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.84K+ 177.51% |
$395K - $397K
|
12.3K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.81KNew |
$393K - $395K
|
7.81K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.62K+ 7.31% |
$384K - $386K
|
112K
$5.65M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.41KNew |
$373K - $375K
|
7.41K
$375K
|