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
|
Brookstone Capital Management
|
SELL
|
- |
-22.2K- 2.24% |
$1.12M - $1.12M
|
965K
$48.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-22.6K- 10.25% |
$1.14M - $1.15M
|
198K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-22.7K- 66.11% |
$1.14M - $1.15M
|
11.6K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-28.3K- 4.55% |
$1.43M - $1.43M
|
593K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28.7K- 16.0% |
$1.45M - $1.46M
|
151K
$7.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-28.8K- 24.37% |
$1.45M - $1.46M
|
89.4K
$4.52M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-31.2K- 94.83% |
$1.57M - $1.58M
|
1.7K
$86.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46.6K- 21.69% |
$2.35M - $2.36M
|
168K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46.9K- 47.7% |
$2.36M - $2.38M
|
51.4K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-55.3K- 4.34% |
$2.78M - $2.8M
|
1.22M
$61.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-56.6K- 29.67% |
$2.85M - $2.87M
|
134K
$6.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-57.9K- 30.23% |
$2.92M - $2.93M
|
134K
$6.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-61.4K- 72.86% |
$3.09M - $3.11M
|
22.9K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-64.3K- 11.71% |
$3.24M - $3.25M
|
484K
$24.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-64.6K- 90.78% |
$3.26M - $3.27M
|
6.56K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-66.7K- 21.23% |
$3.36M - $3.38M
|
247K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-68.9K- 25.69% |
$3.47M - $3.49M
|
199K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-99K- 88.49% |
$4.99M - $5.01M
|
12.9K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-99.2K- 25.76% |
$5M - $5.02M
|
286K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-101K- 23.33% |
$5.08M - $5.11M
|
332K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-103K- 91.97% |
$5.19M - $5.22M
|
9K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-110K- 38.67% |
$5.55M - $5.58M
|
175K
$8.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-125K- 13.34% |
$6.31M - $6.34M
|
814K
$41.2M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-170K- 46.74% |
$8.54M - $8.59M
|
193K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-173K- 14.14% |
$8.7M - $8.74M
|
1.05M
$53M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-213K- 12.69% |
$10.7M - $10.8M
|
1.46M
$73.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-247K- 51.98% |
$12.4M - $12.5M
|
228K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-282K- 37.29% |
$14.2M - $14.3M
|
474K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-285K- 32.7% |
$14.4M - $14.4M
|
587K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-313K- 46.69% |
$15.8M - $15.9M
|
358K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-316K- 5.65% |
$15.9M - $16M
|
5.27M
$267M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-328K- 16.14% |
$16.5M - $16.6M
|
1.71M
$86.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-357K- 55.72% |
$18M - $18.1M
|
284K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-420K- 96.64% |
$21.2M - $21.3M
|
14.6K
$739K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-427K- 88.02% |
$21.5M - $21.6M
|
58.1K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-457K- 86.64% |
$23M - $23.2M
|
70.5K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-493K- 44.35% |
$24.8M - $25M
|
619K
$31.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-516K- 16.31% |
$26M - $26.1M
|
2.65M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-777K- 21.75% |
$39.2M - $39.4M
|
2.8M
$141M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.38M- 88.95% |
$120M - $121M
|
296K
$15M
|