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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17New |
$857 - $862
|
17
$858
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-157K- 96.58% |
$7.9M - $7.94M
|
5.55K
$280K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.58K- 37.55% |
$130K - $131K
|
4.29K
$217K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
31+ 0.59% |
$1.56K - $1.57K
|
5.25K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
85.2KNew |
$4.3M - $4.32M
|
85.2K
$4.3M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10.1K+ 222.21% |
$510K - $512K
|
14.7K
$740K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-354- 5.17% |
$17.9K - $17.9K
|
6.49K
$328K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-143K- 90.73% |
$7.23M - $7.26M
|
14.6K
$739K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-49.8K- 92.52% |
$2.51M - $2.53M
|
4.03K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.71K- 40.29% |
$137K - $137K
|
4.02K
$203K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
207+ 0.58% |
$10.4K - $10.5K
|
35.6K
$1.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
371+ 5.75% |
$18.7K - $18.8K
|
6.83K
$345K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-14.8K- 59.34% |
$747K - $751K
|
10.2K
$512K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.15K- 35.13% |
$58K - $58.3K
|
2.12K
$107K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.18K- 23.91% |
$110K - $110K
|
6.93K
$350K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
7.6KNew |
$384K - $385K
|
7.6K
$384K
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4KNew |
$202K - $203K
|
4K
$202K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5- 4.13% |
$252 - $254
|
116
$5.86K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-956Closed |
$48.2K - $48.5K
|
0
$0
|
|
|
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
$1.36M
|
|
|
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
$15.1K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-79.8K- 99.98% |
$4.03M - $4.04M
|
17
$858
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-82.4K- 75.08% |
$4.16M - $4.18M
|
27.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
379New |
$19.1K - $19.2K
|
379
$19.1K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6New |
$303 - $304
|
6
$303
|
|
|
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
$852K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-175K- 72.9% |
$8.83M - $8.87M
|
65K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.73K- 82.53% |
$87.5K - $87.9K
|
367
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.7K- 67.6% |
$1.04M - $1.05M
|
9.91K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
175+ 0.75% |
$8.83K - $8.87K
|
23.5K
$1.19M
|
|
|
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
$37.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.1K+ 6.16% |
$1.01M - $1.02M
|
346K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
33+ 0.78% |
$1.67K - $1.67K
|
4.27K
$215K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
49.5K+ 378.58% |
$2.5M - $2.51M
|
62.5K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 31.87% |
$127K - $127K
|
5.36K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-13.1K- 68.29% |
$660K - $663K
|
6.08K
$307K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-860- 10.25% |
$43.4K - $43.6K
|
7.53K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-15.2K- 69.02% |
$765K - $768K
|
6.8K
$343K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
21New |
$1.06K - $1.06K
|
21
$1.06K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.17K- 53.89% |
$261K - $262K
|
4.42K
$223K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 70.28% |
$758K - $761K
|
6.35K
$320K
|
|
|
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
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$373K - $375K
|
7.4K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-13K- 33.64% |
$657K - $660K
|
25.7K
$1.3M
|
|