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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
226+ 5.08% |
$11.4K - $11.5K
|
4.67K
$236K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.18KNew |
$363K - $364K
|
7.18K
$363K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-663- 2.41% |
$33.5K - $33.6K
|
26.9K
$1.36M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.82K+ 197.29% |
$91.9K - $92.3K
|
2.74K
$139K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-545- 1.52% |
$27.5K - $27.6K
|
35.3K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.93K+ 0.08% |
$249K - $250K
|
6.54M
$331M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.3K+ 1.77% |
$3.4M - $3.41M
|
3.87M
$196M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
21.5K+ 2771.81% |
$1.09M - $1.09M
|
22.3K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.47K- 31.69% |
$226K - $227K
|
9.64K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.11K+ 5.13% |
$106K - $107K
|
43.2K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.21K+ 57.53% |
$162K - $162K
|
8.78K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-52.4K- 6.0% |
$2.65M - $2.66M
|
821K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$867K - $870K
|
17.2K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
271K+ 457.93% |
$13.7M - $13.7M
|
330K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.1K- 52.76% |
$1.37M - $1.38M
|
24.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
64.2K+ 107.02% |
$3.24M - $3.26M
|
124K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 8.16% |
$64.9K - $65.1K
|
14.5K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-964- 9.32% |
$48.7K - $48.9K
|
9.38K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
810+ 4.01% |
$40.9K - $41.1K
|
21K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.6K+ 23.49% |
$2M - $2M
|
208K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.53K- 15.05% |
$481K - $483K
|
53.8K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
79K+ 228.11% |
$3.99M - $4M
|
114K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
752+ 8.63% |
$38K - $38.1K
|
9.46K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.86K- 46.44% |
$195K - $195K
|
4.45K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.87KNew |
$397K - $399K
|
7.87K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
199K+ 18.96% |
$10M - $10.1M
|
1.25M
$63.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-136- 3.84% |
$6.87K - $6.89K
|
3.41K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.4KNew |
$2.65M - $2.66M
|
52.4K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90.5K+ 42.29% |
$4.57M - $4.59M
|
305K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04K+ 2.36% |
$52.4K - $52.6K
|
44.9K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23.5K- 20.88% |
$1.18M - $1.19M
|
88.8K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
66+ 0.71% |
$3.33K - $3.34K
|
9.31K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-7.95K- 55.73% |
$401K - $403K
|
6.31K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-22.2K- 35.7% |
$1.12M - $1.13M
|
40K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-19.8K- 14.03% |
$1M - $1.01M
|
122K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
69.2K+ 8.75% |
$3.49M - $3.51M
|
859K
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
31.4K+ 13.77% |
$1.59M - $1.59M
|
259K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
174K+ 11.99% |
$8.79M - $8.82M
|
1.63M
$82.3M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$702K - $704K
|
13.9K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-68.2K- 72.37% |
$3.45M - $3.46M
|
26.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.41KNew |
$374K - $375K
|
7.41K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-7.45K- 15.77% |
$376K - $377K
|
39.8K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.7KNew |
$690K - $692K
|
13.7K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.5K+ 224.41% |
$730K - $733K
|
20.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.14K+ 5.53% |
$209K - $210K
|
78.9K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52KNew |
$228K - $229K
|
4.52K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 25.01% |
$278K - $279K
|
27.5K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.4K- 10.62% |
$778K - $781K
|
130K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-94.5K- 74.23% |
$4.77M - $4.79M
|
32.8K
$1.66M
|