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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$101 - $101
|
2
$101
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 27.93% |
$2.52K - $2.53K
|
129
$6.51K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.79K- 7.57% |
$90.2K - $90.6K
|
21.8K
$1.1M
|
|
|
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
$486K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-623- 18.73% |
$31.4K - $31.6K
|
2.7K
$136K
|
|
| Q2 2024 | |||||||
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
842+ 11.25% |
$42.5K - $42.7K
|
8.33K
$420K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.05K- 97.85% |
$255K - $256K
|
111
$5.6K
|
|
|
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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13New |
$656 - $659
|
13
$656
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.32KNew |
$319K - $321K
|
6.32K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01KNew |
$50.7K - $51K
|
1.01K
$50.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.26K- 20.16% |
$63.3K - $63.6K
|
4.97K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
854+ 16.45% |
$43.1K - $43.3K
|
6.05K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
62New |
$3.13K - $3.14K
|
62
$3.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.92K - $7.96K
|
157
$7.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.73KNew |
$138K - $138K
|
2.73K
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9K- 2.77% |
$454K - $456K
|
316K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3K- 75.63% |
$622K - $625K
|
3.97K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-5.36K- 10.05% |
$270K - $271K
|
47.9K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-71- 93.42% |
$3.58K - $3.6K
|
5
$252
|
|
|
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
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
653+ 39.65% |
$32.9K - $33.1K
|
2.3K
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.5K+ 9.48% |
$277K - $279K
|
63.5K
$3.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
162New |
$8.17K - $8.21K
|
162
$8.18K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
772New |
$38.9K - $39.1K
|
772
$39K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$50.4 - $50.7
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.26K- 32.82% |
$164K - $165K
|
6.67K
$337K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
4+ 0.06% |
$202 - $203
|
6.93K
$350K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
142+ 1.27% |
$7.16K - $7.2K
|
11.3K
$571K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
802New |
$40.5K - $40.7K
|
802
$40.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.06K- 56.61% |
$306K - $307K
|
4.64K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
143New |
$7.21K - $7.25K
|
143
$7.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.42KNew |
$223K - $224K
|
4.42K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-91- 0.61% |
$4.59K - $4.61K
|
14.7K
$744K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.67KNew |
$286K - $287K
|
5.67K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
3.23K+ 5.51% |
$163K - $164K
|
61.8K
$3.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-325- 2.33% |
$16.4K - $16.5K
|
13.6K
$688K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-739- 47.04% |
$37.3K - $37.5K
|
832
$42K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30New |
$1.51K - $1.52K
|
30
$1.51K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.21K- 11.59% |
$111K - $112K
|
16.9K
$851K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.54K- 41.33% |
$229K - $230K
|
6.45K
$325K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.51KNew |
$127K - $127K
|
2.51K
$127K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
88New |
$4.44K - $4.46K
|
88
$4.44K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.35K- 11.46% |
$68.1K - $68.4K
|
10.4K
$527K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-24.3K- 81.86% |
$1.22M - $1.23M
|
5.38K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-593- 95.95% |
$29.9K - $30.1K
|
25
$1.26K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.11K- 62.06% |
$358K - $360K
|
4.35K
$219K
|
|