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 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
498+ 5.67% |
$25.1K - $25.2K
|
9.28K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
447+ 0.31% |
$22.5K - $22.6K
|
144K
$7.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
392+ 2.94% |
$19.7K - $19.8K
|
13.7K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
347+ 0.44% |
$17.5K - $17.6K
|
78.8K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
309+ 3.08% |
$15.6K - $15.6K
|
10.3K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
276+ 394.29% |
$13.9K - $14K
|
346
$17.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
244New |
$12.3K - $12.4K
|
244
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
217+ 1.35% |
$10.9K - $11K
|
16.3K
$825K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
215+ 4.05% |
$10.8K - $10.9K
|
5.52K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
181+ 0.43% |
$9.12K - $9.16K
|
42.5K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
171+ 2.22% |
$8.61K - $8.66K
|
7.89K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
155New |
$7.81K - $7.85K
|
155
$7.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$7.56K - $7.59K
|
150
$7.59K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
131+ 1.22% |
$6.6K - $6.63K
|
10.9K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
94+ 1.19% |
$4.73K - $4.76K
|
7.98K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
90+ 1.56% |
$4.53K - $4.56K
|
5.85K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
57+ 1.81% |
$2.87K - $2.89K
|
3.21K
$162K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.38K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
35+ 0.43% |
$1.76K - $1.77K
|
8.22K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 1.69% |
$201 - $203
|
240
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.04% |
$201 - $203
|
10.2K
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$50.4 - $50.6
|
1
$50.6
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$50.4 - $50.6
|
1
$50.6
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$50.4 - $50.6
|
2.12K
$107K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-6- 0.15% |
$302 - $304
|
4K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-12- 0.27% |
$604 - $608
|
4.45K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-28- 0.63% |
$1.41K - $1.42K
|
4.41K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-31- 0.5% |
$1.56K - $1.57K
|
6.2K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-38- 0.09% |
$1.91K - $1.92K
|
41.1K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42- 24.42% |
$2.12K - $2.13K
|
130
$6.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-53- 0.78% |
$2.67K - $2.68K
|
6.72K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-53- 1.12% |
$2.67K - $2.68K
|
4.68K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-66- 28.82% |
$3.32K - $3.34K
|
163
$8.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-67- 1.04% |
$3.37K - $3.39K
|
6.37K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-72- 1.83% |
$3.63K - $3.65K
|
3.85K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-82- 1.2% |
$4.13K - $4.15K
|
6.78K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-97- 5.21% |
$4.89K - $4.91K
|
1.77K
$89.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-114- 54.29% |
$5.74K - $5.77K
|
96
$4.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-119- 0.15% |
$5.99K - $6.02K
|
76.7K
$3.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-129- 0.51% |
$6.5K - $6.53K
|
25K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-149- 1.43% |
$7.51K - $7.54K
|
10.3K
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-212- 57.45% |
$10.7K - $10.7K
|
157
$7.94K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-366- 3.74% |
$18.4K - $18.5K
|
9.42K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-393- 45.17% |
$19.8K - $19.9K
|
477
$24.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-405- 1.61% |
$20.4K - $20.5K
|
24.7K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-405- 5.21% |
$20.4K - $20.5K
|
7.37K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-411- 2.2% |
$20.7K - $20.8K
|
18.3K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-441- 0.34% |
$22.2K - $22.3K
|
129K
$6.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-452- 67.06% |
$22.8K - $22.9K
|
222
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-488- 10.8% |
$24.6K - $24.7K
|
4.03K
$204K
|