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 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-488- 10.8% |
$24.6K - $24.7K
|
4.03K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500- 66.23% |
$25.2K - $25.3K
|
255
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-506- 8.0% |
$25.5K - $25.6K
|
5.82K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-508- 2.26% |
$25.6K - $25.7K
|
22K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-511- 5.55% |
$25.7K - $25.9K
|
8.69K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-525- 4.72% |
$26.4K - $26.6K
|
10.6K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-567- 12.51% |
$28.6K - $28.7K
|
3.96K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-592- 3.98% |
$29.8K - $30K
|
14.3K
$723K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-709- 12.62% |
$35.7K - $35.9K
|
4.91K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-719- 0.06% |
$36.2K - $36.4K
|
1.22M
$61.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-852- 11.79% |
$42.9K - $43.1K
|
6.38K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-925- 2.28% |
$46.6K - $46.8K
|
39.6K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-960- 9.33% |
$48.4K - $48.6K
|
9.32K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-988- 3.31% |
$49.8K - $50K
|
28.9K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 99.91% |
$53.2K - $53.5K
|
1
$50.6
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 2.46% |
$54.1K - $54.4K
|
42.6K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 9.78% |
$57.2K - $57.5K
|
10.5K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.14K- 75.76% |
$57.5K - $57.8K
|
365
$18.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 0.71% |
$58.7K - $59K
|
164K
$8.3M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1.23K- 90.91% |
$62K - $62.3K
|
123
$6.22K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.34K- 7.33% |
$67.3K - $67.6K
|
16.9K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.35K- 10.25% |
$68K - $68.4K
|
11.8K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.36K- 49.13% |
$68.4K - $68.8K
|
1.41K
$71.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.36K- 15.11% |
$68.7K - $69.1K
|
7.66K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.47K- 17.14% |
$73.8K - $74.2K
|
7.08K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.56K- 97.62% |
$78.4K - $78.8K
|
38
$1.92K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.65K- 0.44% |
$82.9K - $83.3K
|
375K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.67K- 93.59% |
$83.9K - $84.3K
|
114
$5.76K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.69K- 28.08% |
$85K - $85.4K
|
4.32K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.69K- 15.92% |
$85.1K - $85.6K
|
8.93K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.7K- 20.87% |
$85.6K - $86.1K
|
6.45K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.74K- 10.74% |
$87.5K - $87.9K
|
14.4K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.77K- 3.35% |
$89K - $89.4K
|
51K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-1.85K- 0.69% |
$93.3K - $93.8K
|
266K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.88K- 3.1% |
$94.9K - $95.4K
|
58.8K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-2.08K- 20.51% |
$105K - $106K
|
8.08K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.09K- 33.99% |
$105K - $106K
|
4.06K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.09K- 6.58% |
$105K - $106K
|
29.7K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.26K- 21.3% |
$114K - $114K
|
8.35K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.3K- 51.49% |
$116K - $116K
|
2.17K
$110K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.31K- 29.75% |
$116K - $117K
|
5.44K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.64K- 6.77% |
$133K - $134K
|
36.3K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-2.81K- 23.43% |
$141K - $142K
|
9.17K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3K- 49.0% |
$151K - $152K
|
3.12K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.01K- 40.82% |
$151K - $152K
|
4.36K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.11K- 12.06% |
$156K - $157K
|
22.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.15K- 2.41% |
$159K - $159K
|
127K
$6.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.21K- 17.46% |
$162K - $163K
|
15.2K
$768K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.27K- 17.05% |
$165K - $165K
|
15.9K
$804K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.35K- 19.37% |
$169K - $170K
|
14K
$706K
|