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
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.06K+ 26.44% |
$355K - $357K
|
33.7K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.94K+ 27.93% |
$350K - $352K
|
31.8K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.82K+ 8.92% |
$344K - $345K
|
83.3K
$4.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.78K+ 2.46% |
$341K - $343K
|
283K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6K+ 64.26% |
$302K - $304K
|
15.3K
$776K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.89KNew |
$297K - $298K
|
5.89K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.82KNew |
$293K - $295K
|
5.82K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
5.57KNew |
$281K - $282K
|
5.57K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5.31K+ 0.35% |
$267K - $269K
|
1.52M
$76.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.9KNew |
$247K - $248K
|
4.9K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.59KNew |
$231K - $232K
|
4.59K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.26KNew |
$214K - $216K
|
4.26K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.19K+ 28.38% |
$211K - $212K
|
18.9K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.18K+ 39.07% |
$210K - $211K
|
14.9K
$752K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.12KNew |
$207K - $208K
|
4.12K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.95K+ 4.5% |
$199K - $200K
|
91.7K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9K+ 11.06% |
$197K - $198K
|
39.2K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 19.73% |
$180K - $181K
|
21.7K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 1.21% |
$166K - $167K
|
275K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.24K+ 4.52% |
$163K - $164K
|
74.8K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.16K+ 20.85% |
$159K - $160K
|
18.3K
$927K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.14K+ 41.82% |
$158K - $159K
|
10.7K
$539K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.11K+ 1.59% |
$157K - $157K
|
198K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.93K+ 1.67% |
$147K - $148K
|
178K
$8.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.8K+ 6.56% |
$141K - $142K
|
45.4K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68K+ 71.02% |
$135K - $135K
|
6.44K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 20.45% |
$135K - $135K
|
15.7K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.57KNew |
$130K - $130K
|
2.57K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.45K+ 3.43% |
$124K - $124K
|
74K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.44K+ 23.86% |
$123K - $123K
|
12.7K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.37KNew |
$119K - $120K
|
2.37K
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.1K+ 36.28% |
$106K - $107K
|
7.9K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.98K+ 16.35% |
$99.7K - $100K
|
14.1K
$713K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.76KNew |
$88.4K - $88.9K
|
1.76K
$88.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.65K+ 2.46% |
$83.1K - $83.5K
|
68.7K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 1.56% |
$82.7K - $83.1K
|
107K
$5.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.61K+ 7.65% |
$81.1K - $81.5K
|
22.7K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.29K+ 14.41% |
$65K - $65.3K
|
10.2K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.09KNew |
$55K - $55.2K
|
1.09K
$55.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
961+ 19.3% |
$48.4K - $48.7K
|
5.94K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
923New |
$46.5K - $46.7K
|
923
$46.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
923New |
$46.5K - $46.7K
|
923
$46.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
902+ 12.18% |
$45.4K - $45.7K
|
8.31K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
826+ 56.61% |
$41.6K - $41.8K
|
2.29K
$116K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
730+ 0.81% |
$36.8K - $37K
|
90.4K
$4.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
678+ 5.6% |
$34.2K - $34.3K
|
12.8K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
562New |
$28.3K - $28.5K
|
562
$28.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
511+ 4.27% |
$25.7K - $25.9K
|
12.5K
$631K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
509+ 0.6% |
$25.6K - $25.8K
|
85.5K
$4.33M
|