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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.7K+ 34.04% |
$1.09M - $1.1M
|
85.4K
$4.32M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.94K- 26.04% |
$299K - $301K
|
16.9K
$854K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.38K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-19.9K- 82.79% |
$1M - $1.01M
|
4.14K
$209K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.95KNew |
$451K - $454K
|
8.95K
$453K
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.83K- 30.26% |
$92.1K - $92.6K
|
4.21K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.54K- 21.71% |
$329K - $331K
|
23.6K
$1.19M
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.69K+ 59.09% |
$136K - $136K
|
7.24K
$366K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.6
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4+ 0.17% |
$202 - $203
|
2.36K
$119K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.78KNew |
$241K - $242K
|
4.78K
$242K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.78K- 54.5% |
$241K - $242K
|
3.99K
$202K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.33K- 24.1% |
$67.3K - $67.6K
|
4.2K
$213K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
20.1K+ 4.57% |
$1.01M - $1.02M
|
459K
$23.2M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150New |
$7.56K - $7.6K
|
150
$7.59K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.28K- 6.04% |
$64.5K - $64.8K
|
19.9K
$1.01M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$706 - $709
|
14
$708
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-76- 0.98% |
$3.83K - $3.85K
|
7.68K
$388K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2K+ 26.14% |
$101K - $101K
|
9.65K
$488K
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-6.75K- 13.67% |
$340K - $342K
|
42.6K
$2.16M
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
4.2KNew |
$212K - $213K
|
4.2K
$213K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-326K- 18.43% |
$16.4M - $16.5M
|
1.44M
$73M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-608- 11.11% |
$30.7K - $30.8K
|
4.87K
$246K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-166- 3.15% |
$8.37K - $8.41K
|
5.1K
$258K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-97.6K- 31.71% |
$4.92M - $4.95M
|
210K
$10.6M
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$101 - $101
|
2
$101
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.75KNew |
$492K - $494K
|
9.75K
$493K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.99KNew |
$302K - $304K
|
5.99K
$303K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 27.93% |
$2.52K - $2.53K
|
129
$6.53K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.79K- 7.57% |
$90.2K - $90.6K
|
21.8K
$1.11M
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.67KNew |
$236K - $237K
|
4.67K
$236K
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.35K- 31.13% |
$220K - $221K
|
9.63K
$487K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-623- 18.73% |
$31.4K - $31.6K
|
2.7K
$137K
|
|
Q2 2024 | |||||||
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
842+ 11.25% |
$42.5K - $42.7K
|
8.33K
$421K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.05K- 97.85% |
$255K - $256K
|
111
$5.62K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13New |
$656 - $659
|
13
$658
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.32KNew |
$319K - $321K
|
6.32K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.26K- 20.16% |
$63.3K - $63.6K
|
4.97K
$251K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-505- 7.54% |
$25.5K - $25.6K
|
6.19K
$313K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01KNew |
$50.7K - $51K
|
1.01K
$50.9K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
854+ 16.45% |
$43.1K - $43.3K
|
6.05K
$306K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
62New |
$3.13K - $3.14K
|
62
$3.14K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3K- 75.63% |
$622K - $625K
|
3.97K
$201K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9K- 2.77% |
$454K - $456K
|
316K
$16M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.73KNew |
$138K - $138K
|
2.73K
$138K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.92K - $7.96K
|
157
$7.94K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-5.36K- 10.05% |
$270K - $271K
|
47.9K
$2.43M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-193- 47.54% |
$9.73K - $9.79K
|
213
$10.8K
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-280- 5.53% |
$14.1K - $14.2K
|
4.78K
$242K
|