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 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-31- 10.73% |
$1.56K - $1.57K
|
258
$13K
|
|
|
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
$6.58K
|
|
|
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
$4.86K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 7.42% |
$14.3K - $14.4K
|
3.54K
$179K
|
|
|
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
|
|
|
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
$61.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-852- 11.79% |
$42.9K - $43.1K
|
6.38K
$323K
|
|
|
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
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 9.63% |
$76.6K - $77K
|
14.3K
$721K
|