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 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
$7.64M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.89K- 40.01% |
$347K - $349K
|
10.3K
$523K
|
|
|
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
$136K
|
|
|
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
$338K
|
|
|
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 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14K- 14.64% |
$706K - $710K
|
81.7K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-15.2K- 15.09% |
$767K - $771K
|
85.7K
$4.33M
|
|
|
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
$2.11M
|
|
|
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
|
|
|
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 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.8K- 81.72% |
$2.56M - $2.57M
|
11.4K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-55.3K- 4.34% |
$2.78M - $2.8M
|
1.22M
$61.6M
|
|
|
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
|