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 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.55K- 2.17% |
$179K - $180K
|
160K
$8.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.58K- 45.61% |
$180K - $181K
|
4.27K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.72K- 1.54% |
$187K - $188K
|
237K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.88K- 7.64% |
$195K - $196K
|
46.9K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.93K- 3.92% |
$198K - $199K
|
96.3K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.96K- 17.41% |
$199K - $200K
|
18.8K
$950K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.02K- 9.75% |
$202K - $204K
|
37.2K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-4.04K- 18.37% |
$204K - $205K
|
18K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 17.84% |
$204K - $205K
|
18.7K
$943K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.34K- 16.21% |
$219K - $220K
|
22.4K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-4.37K- 64.68% |
$220K - $221K
|
2.39K
$121K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.43K- 22.98% |
$223K - $224K
|
14.9K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.53K- 4.26% |
$228K - $230K
|
102K
$5.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.71K- 4.43% |
$237K - $238K
|
102K
$5.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.81K- 5.49% |
$242K - $243K
|
82.8K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.29K- 9.81% |
$266K - $268K
|
48.6K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.32K- 37.91% |
$268K - $269K
|
8.71K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.65K- 0.64% |
$284K - $286K
|
873K
$44.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.69K- 16.02% |
$286K - $288K
|
29.8K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.89K- 34.04% |
$297K - $298K
|
11.4K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-6.18K- 9.04% |
$311K - $313K
|
62.2K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.37K- 40.8% |
$321K - $323K
|
9.25K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.71K- 10.95% |
$338K - $340K
|
54.5K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-6.78K- 99.36% |
$342K - $343K
|
44
$2.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-6.83K- 4.33% |
$344K - $346K
|
151K
$7.63M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.89K- 40.01% |
$347K - $349K
|
10.3K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.97K- 98.81% |
$351K - $353K
|
84
$4.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-7K- 89.74% |
$353K - $354K
|
800
$40.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.14K- 16.01% |
$360K - $362K
|
37.5K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-7.15K- 11.99% |
$360K - $362K
|
52.5K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7.24K- 32.44% |
$364K - $366K
|
15.1K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7.32K- 73.21% |
$369K - $371K
|
2.68K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.36K- 16.83% |
$371K - $373K
|
36.4K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.05K- 23.59% |
$405K - $407K
|
26.1K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-9.2K- 24.42% |
$464K - $466K
|
28.5K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10.7K- 63.34% |
$537K - $539K
|
6.17K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-11.1K- 62.44% |
$559K - $562K
|
6.67K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.3K- 58.31% |
$571K - $574K
|
8.11K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-11.4K- 14.71% |
$574K - $577K
|
66.1K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-11.5K- 19.19% |
$580K - $583K
|
48.5K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.9K- 15.99% |
$599K - $602K
|
62.4K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12K- 64.41% |
$606K - $609K
|
6.65K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 16.17% |
$606K - $610K
|
62.4K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.3K- 2.95% |
$618K - $621K
|
403K
$20.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.2K- 38.37% |
$667K - $670K
|
21.3K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-13.5K- 4.93% |
$681K - $685K
|
261K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.6K- 17.85% |
$836K - $840K
|
76.4K
$3.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-18K- 30.21% |
$908K - $912K
|
41.6K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-19.9K- 56.45% |
$1M - $1.01M
|
15.3K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-20.1K- 2.26% |
$1.01M - $1.02M
|
867K
$43.9M
|