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 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
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
35.6KNew |
$1.79M - $1.8M
|
35.6K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.2KNew |
$1.62M - $1.63M
|
32.2K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
32K+ 5.72% |
$1.61M - $1.62M
|
591K
$29.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
28.8K+ 14.71% |
$1.45M - $1.46M
|
224K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
28.5KNew |
$1.44M - $1.44M
|
28.5K
$1.44M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
27.7K+ 8.09% |
$1.39M - $1.4M
|
370K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.7K+ 17.12% |
$1.35M - $1.35M
|
183K
$9.25M
|
|
|
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
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.8K+ 19.29% |
$1.25M - $1.26M
|
154K
$7.77M
|
|
|
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
$8.64M
|
|
|
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
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16.8K+ 155.75% |
$845K - $849K
|
27.5K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.7K+ 12.89% |
$840K - $844K
|
146K
$7.39M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
16.6KNew |
$836K - $840K
|
16.6K
$839K
|
|
|
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
$714K
|
|
|
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
|
Adams Wealth Management
|
BUY
|
- |
13.6K+ 243.99% |
$685K - $689K
|
19.2K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
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
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11KNew |
$556K - $559K
|
11K
$559K
|
|
|
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
$804K
|