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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-107K- 16.73% |
$5.4M - $5.44M
|
533K
$27M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.37KNew |
$472K - $475K
|
9.37K
$474K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
368+ 8.38% |
$18.5K - $18.7K
|
4.76K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.28K+ 15.83% |
$64.3K - $64.8K
|
9.34K
$473K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.69K- 28.88% |
$85.1K - $85.7K
|
4.16K
$210K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.63K+ 18.08% |
$384K - $387K
|
49.8K
$2.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
69New |
$3.48K - $3.5K
|
69
$3.49K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.39K+ 1.82% |
$70.1K - $70.6K
|
77.9K
$3.94M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.96K+ 28.77% |
$300K - $302K
|
26.7K
$1.35M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-453- 67.92% |
$22.8K - $23K
|
214
$10.8K
|
|
| Q3 2023 | |||||||
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.88KNew |
$246K - $248K
|
4.88K
$247K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-440- 4.24% |
$22.2K - $22.3K
|
9.95K
$503K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.7K+ 55.31% |
$287K - $289K
|
16K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
208KNew |
$10.5M - $10.6M
|
208K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.96KNew |
$250K - $252K
|
4.96K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.18K- 22.06% |
$262K - $263K
|
18.3K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.84KNew |
$294K - $296K
|
5.84K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.37K- 18.28% |
$170K - $171K
|
15K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
139New |
$7.01K - $7.05K
|
139
$7.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-466K- 30.77% |
$23.5M - $23.6M
|
1.05M
$53M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
18.6KNew |
$936K - $942K
|
18.6K
$939K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.7KNew |
$1.05M - $1.05M
|
20.7K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-39- 33.33% |
$1.97K - $1.98K
|
78
$3.95K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.15KNew |
$311K - $312K
|
6.15K
$311K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.71K+ 9.13% |
$137K - $138K
|
32.4K
$1.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.48KNew |
$226K - $227K
|
4.48K
$227K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3K- 34.48% |
$151K - $152K
|
5.7K
$288K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
497New |
$25.1K - $25.2K
|
497
$25.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
170KNew |
$8.58M - $8.63M
|
170K
$8.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-47.6K- 77.55% |
$2.4M - $2.42M
|
13.8K
$698K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
406K+ 129.9% |
$20.5M - $20.6M
|
718K
$36.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.65KNew |
$285K - $287K
|
5.65K
$286K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.7KNew |
$288K - $289K
|
5.7K
$289K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.83KNew |
$294K - $296K
|
5.83K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.5KNew |
$1.49M - $1.49M
|
29.5K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$757 - $761
|
15
$759
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
187KNew |
$9.44M - $9.5M
|
187K
$9.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
7.55KNew |
$381K - $383K
|
7.55K
$382K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-65.1K- 3.73% |
$3.29M - $3.3M
|
1.68M
$85.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-146- 50.34% |
$7.37K - $7.41K
|
144
$7.29K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
18.5KNew |
$936K - $941K
|
18.5K
$938K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-407- 3.92% |
$20.5K - $20.7K
|
9.98K
$505K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
6.84KNew |
$345K - $347K
|
6.84K
$346K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$304K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
787New |
$39.7K - $39.9K
|
787
$39.8K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
749New |
$37.8K - $38K
|
749
$37.9K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-720- 2.83% |
$36.3K - $36.5K
|
24.7K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
288KNew |
$14.5M - $14.6M
|
288K
$14.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-38.3K- 83.19% |
$1.93M - $1.94M
|
7.74K
$392K
|
|