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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-13.3KClosed |
$671K - $674K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
27KNew |
$1.36M - $1.37M
|
27K
$1.37M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-11.9KClosed |
$599K - $602K
|
0
$0
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$15.1K - $15.2K
|
300
$15.2K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-79.8K- 99.98% |
$4.03M - $4.04M
|
17
$860
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-82.4K- 75.08% |
$4.16M - $4.18M
|
27.3K
$1.38M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-13.8K- 43.23% |
$696K - $699K
|
18.1K
$917K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
379New |
$19.1K - $19.2K
|
379
$19.2K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.7K- 67.6% |
$1.04M - $1.05M
|
9.91K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6New |
$303 - $304
|
6
$304
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-820- 13.01% |
$41.4K - $41.6K
|
5.48K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.41K- 20.71% |
$222K - $223K
|
16.9K
$854K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-175K- 72.9% |
$8.83M - $8.87M
|
65K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.73K- 82.53% |
$87.5K - $87.9K
|
367
$18.6K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-23.5K- 83.43% |
$1.19M - $1.19M
|
4.67K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.11K- 12.15% |
$157K - $158K
|
22.5K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38KNew |
$1.92M - $1.93M
|
38K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-401K- 34.88% |
$20.2M - $20.3M
|
749K
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.1K+ 6.16% |
$1.01M - $1.02M
|
346K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
175+ 0.75% |
$8.83K - $8.87K
|
23.5K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
33+ 0.78% |
$1.67K - $1.67K
|
4.27K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
49.5K+ 378.58% |
$2.5M - $2.51M
|
62.5K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 31.87% |
$127K - $127K
|
5.36K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 36.0% |
$1.82K - $1.83K
|
136
$6.88K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 50.59% |
$63.2K - $63.5K
|
1.22K
$61.9K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-13.1K- 68.29% |
$660K - $663K
|
6.08K
$308K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-860- 10.25% |
$43.4K - $43.6K
|
7.53K
$381K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
21New |
$1.06K - $1.06K
|
21
$1.06K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-15.2K- 69.02% |
$765K - $768K
|
6.8K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.17K- 53.89% |
$261K - $262K
|
4.42K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$373K - $375K
|
7.4K
$374K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.95K- 13.31% |
$149K - $150K
|
19.2K
$973K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
683+ 12.01% |
$34.5K - $34.6K
|
6.37K
$322K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13.4K+ 117.65% |
$678K - $682K
|
24.9K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 70.28% |
$758K - $761K
|
6.35K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-13K- 33.64% |
$657K - $660K
|
25.7K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.01K- 43.32% |
$202K - $203K
|
5.25K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.32KNew |
$66.8K - $67.1K
|
1.32K
$67K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.53K- 95.96% |
$279K - $280K
|
233
$11.8K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.59K+ 29.06% |
$131K - $131K
|
11.5K
$583K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-18.9K- 76.1% |
$953K - $957K
|
5.93K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 0.39% |
$353 - $355
|
1.8K
$91.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-16.4K- 49.58% |
$827K - $831K
|
16.7K
$843K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
800New |
$40.4K - $40.6K
|
800
$40.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
37.9KNew |
$1.91M - $1.92M
|
37.9K
$1.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-119- 96.75% |
$6.01K - $6.03K
|
4
$202
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-106K- 99.95% |
$5.37M - $5.4M
|
57
$2.88K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.79K- 25.49% |
$90.4K - $90.8K
|
5.23K
$265K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-19.3K- 54.12% |
$974K - $979K
|
16.4K
$828K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.09KNew |
$156K - $156K
|
3.09K
$156K
|