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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.72K- 99.42% |
$137K - $138K
|
16
$810
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.21KNew |
$413K - $416K
|
8.21K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6K+ 65.07% |
$687K - $691K
|
34.6K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-777K- 21.75% |
$39.2M - $39.4M
|
2.8M
$142M
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.65K- 0.64% |
$284K - $286K
|
873K
$44.2M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-114- 54.29% |
$5.74K - $5.77K
|
96
$4.86K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.35K- 10.25% |
$68K - $68.4K
|
11.8K
$598K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-247K- 51.98% |
$12.4M - $12.5M
|
228K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.1K+ 44.73% |
$712K - $715K
|
45.7K
$2.31M
|
|
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 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-506- 8.0% |
$25.5K - $25.6K
|
5.82K
$295K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-988- 3.31% |
$49.8K - $50K
|
28.9K
$1.46M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
231K+ 158.75% |
$11.6M - $11.7M
|
377K
$19.1M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.01K- 40.82% |
$151K - $152K
|
4.36K
$221K
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-20.1K- 2.26% |
$1.01M - $1.02M
|
867K
$43.9M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.4K+ 59.56% |
$675K - $678K
|
35.9K
$1.82M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-719- 0.06% |
$36.2K - $36.4K
|
1.22M
$61.6M
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-103K- 91.97% |
$5.19M - $5.22M
|
9K
$455K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 20.45% |
$135K - $135K
|
15.7K
$797K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.15K- 2.41% |
$159K - $159K
|
127K
$6.44M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 20.85% |
$514K - $516K
|
59.1K
$2.99M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
309+ 3.08% |
$15.6K - $15.6K
|
10.3K
$524K
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.3K+ 43.83% |
$921K - $926K
|
60K
$3.04M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
265K+ 4.23% |
$13.4M - $13.4M
|
6.54M
$331M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14.1KNew |
$711K - $714K
|
14.1K
$714K
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-511- 5.55% |
$25.7K - $25.9K
|
8.69K
$440K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-441- 0.34% |
$22.2K - $22.3K
|
129K
$6.5M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
47.2KNew |
$2.38M - $2.39M
|
47.2K
$2.39M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.52K- 3.1% |
$228K - $229K
|
141K
$7.15M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 7.42% |
$14.3K - $14.4K
|
3.54K
$179K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
43.9KNew |
$2.21M - $2.22M
|
43.9K
$2.22M
|
|
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
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.8K- 81.72% |
$2.56M - $2.57M
|
11.4K
$575K
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-15.2K- 15.09% |
$767K - $771K
|
85.7K
$4.33M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
51.9KNew |
$2.61M - $2.63M
|
51.9K
$2.62M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
447KNew |
$22.5M - $22.6M
|
447K
$22.6M
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
28.5KNew |
$1.44M - $1.44M
|
28.5K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.24KNew |
$264K - $265K
|
5.24K
$265K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-31- 10.73% |
$1.56K - $1.57K
|
258
$13.1K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
123K+ 18.35% |
$6.17M - $6.2M
|
790K
$40M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.66K- 8.44% |
$184K - $185K
|
39.7K
$2.01M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
203+ 1.99% |
$10.2K - $10.3K
|
10.4K
$526K
|
|
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 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-173K- 14.14% |
$8.7M - $8.74M
|
1.05M
$53.1M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.18K+ 39.07% |
$210K - $211K
|
14.9K
$752K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.3K+ 44.9% |
$3.34M - $3.36M
|
214K
$10.8M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12K- 64.41% |
$606K - $609K
|
6.65K
$336K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
91K+ 6.15% |
$4.59M - $4.61M
|
1.57M
$79.5M
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
131+ 1.22% |
$6.6K - $6.63K
|
10.9K
$551K
|