Latest Institutional Transactions on Ishares Treasury Floating Rate (TFLO)
This table provides information on the latest institutional transactions involving Ishares Treasury Floating Rate (TFLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-201- 14.79% |
$10.1K - $10.2K
|
1.16K
$58.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
36.4K+ 126.01% |
$1.83M - $1.84M
|
65.2K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.4KNew |
$1.23M - $1.24M
|
24.4K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-72.6K- 68.58% |
$3.66M - $3.68M
|
33.3K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-12.5K- 6.45% |
$632K - $635K
|
182K
$9.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-875- 0.89% |
$44.2K - $44.3K
|
97.5K
$4.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-105- 2.55% |
$5.3K - $5.32K
|
4.01K
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
65.9K+ 28.32% |
$3.32M - $3.34M
|
298K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.71K+ 3.66% |
$86.1K - $86.4K
|
48.3K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-42- 0.38% |
$2.12K - $2.13K
|
11K
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.9K+ 13.86% |
$753K - $756K
|
123K
$6.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.71K- 36.03% |
$238K - $239K
|
8.36K
$423K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.91K+ 13.41% |
$248K - $249K
|
41.5K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-27.9K- 53.98% |
$1.41M - $1.42M
|
23.8K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.83K+ 9.93% |
$294K - $295K
|
64.6K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
66.2K+ 99.73% |
$3.34M - $3.35M
|
133K
$6.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 1.16% |
$202 - $203
|
349
$17.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 400.0% |
$202 - $203
|
5
$253
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.41K+ 70.84% |
$273K - $274K
|
13K
$660K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
9.89K+ 24.83% |
$499K - $501K
|
49.7K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 15.0% |
$138K - $139K
|
15.5K
$784K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-124K- 58.84% |
$6.26M - $6.29M
|
86.8K
$4.39M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-72.9K- 21.83% |
$3.68M - $3.7M
|
261K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
60.7K+ 9.16% |
$3.06M - $3.08M
|
724K
$36.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15.2K+ 1.73% |
$767K - $770K
|
891K
$45.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-226K- 46.36% |
$11.4M - $11.5M
|
262K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.2K+ 62.78% |
$1.27M - $1.28M
|
65.3K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-55.4K- 40.55% |
$2.8M - $2.81M
|
81.3K
$4.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
147+ 1.76% |
$7.42K - $7.45K
|
8.52K
$431K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.38K- 12.35% |
$69.6K - $69.9K
|
9.79K
$495K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-220- 3.79% |
$11.1K - $11.1K
|
5.59K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.08K+ 21.05% |
$155K - $156K
|
17.7K
$896K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.48K- 35.75% |
$327K - $328K
|
11.6K
$589K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 34.36% |
$250K - $251K
|
19.4K
$981K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
596New |
$30.1K - $30.2K
|
596
$30.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
201+ 251.25% |
$10.1K - $10.2K
|
281
$14.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.91KNew |
$248K - $249K
|
4.91K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.5K+ 58.2% |
$1.84M - $1.85M
|
99.2K
$5.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12.9K- 37.32% |
$649K - $651K
|
21.6K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
594New |
$30K - $30.1K
|
594
$30.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.4KNew |
$776K - $779K
|
15.4K
$778K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13.5K+ 6.79% |
$681K - $684K
|
212K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
54+ 1.08% |
$2.73K - $2.74K
|
5.03K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-31- 0.58% |
$1.56K - $1.57K
|
5.28K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.75K+ 3.66% |
$139K - $139K
|
77.8K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-310- 2.68% |
$15.6K - $15.7K
|
11.3K
$570K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.27K+ 5.7% |
$165K - $166K
|
60.6K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.23K- 22.31% |
$62.2K - $62.4K
|
4.29K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
32.6K+ 62.66% |
$1.64M - $1.65M
|
84.6K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.13% |
$454 - $456
|
6.81K
$344K
|