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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
523New |
$26.4K - $26.5K
|
523
$26.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
143+ 0.36% |
$7.22K - $7.25K
|
39.8K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-469- 0.69% |
$23.7K - $23.8K
|
67K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.95K+ 5.02% |
$149K - $150K
|
61.7K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.34K- 22.49% |
$169K - $169K
|
11.5K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.43K+ 4.05% |
$274K - $275K
|
140K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2K+ 4.88% |
$111K - $111K
|
47.3K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
19.5K+ 26.02% |
$985K - $989K
|
94.5K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
64.9K+ 10.53% |
$3.28M - $3.29M
|
682K
$34.5M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.15K- 95.95% |
$209K - $210K
|
175
$8.86K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
58K+ 25.89% |
$2.93M - $2.94M
|
282K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-518- 13.44% |
$26.1K - $26.3K
|
3.34K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
17.3K+ 11.82% |
$872K - $875K
|
163K
$8.26M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
441K+ 24.18% |
$22.3M - $22.4M
|
2.27M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-7.65K- 70.18% |
$386K - $388K
|
3.25K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-899- 13.47% |
$45.4K - $45.6K
|
5.77K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.8K+ 28.01% |
$797K - $800K
|
72.2K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-38.4K- 70.4% |
$1.94M - $1.95M
|
16.1K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.04K- 22.13% |
$254K - $255K
|
17.7K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-3.99K- 21.68% |
$201K - $202K
|
14.4K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
39+ 0.66% |
$1.97K - $1.98K
|
5.93K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.75K+ 9.12% |
$341K - $342K
|
80.8K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.57K- 5.29% |
$79.4K - $79.7K
|
28.1K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.9K- 10.1% |
$2.47M - $2.48M
|
435K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-24.4K- 19.81% |
$1.23M - $1.24M
|
98.7K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
234K+ 52.39% |
$11.8M - $11.9M
|
682K
$34.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.4KClosed |
$1.84M - $1.84M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2.3K+ 106.13% |
$116K - $117K
|
4.47K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.13K- 2.17% |
$310K - $311K
|
277K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87KNew |
$145K - $145K
|
2.87K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-77- 0.46% |
$3.89K - $3.9K
|
16.7K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 14.55% |
$5.28M - $5.3M
|
823K
$41.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.64K+ 7.5% |
$487K - $489K
|
138K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-34.7K- 6.59% |
$1.75M - $1.76M
|
491K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.08K+ 0.72% |
$54.5K - $54.7K
|
152K
$7.69M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.1K- 3.47% |
$660K - $662K
|
364K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-32K- 5.38% |
$1.61M - $1.62M
|
561K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
4.84K+ 25.22% |
$244K - $245K
|
24K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.74K- 9.07% |
$189K - $190K
|
37.5K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-118K- 15.27% |
$5.96M - $5.98M
|
655K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44- 0.32% |
$2.22K - $2.23K
|
13.9K
$704K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.84K+ 25.22% |
$244K - $245K
|
24K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-262- 1.61% |
$13.2K - $13.3K
|
16.1K
$813K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-177K- 6.31% |
$8.91M - $8.95M
|
2.62M
$133M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 9.7% |
$50.9K - $51.1K
|
9.39K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.2K+ 0.86% |
$514K - $516K
|
1.19M
$60.3M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
64.6K+ 45.5% |
$3.26M - $3.28M
|
207K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
248+ 0.13% |
$12.5K - $12.6K
|
194K
$9.79M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-11.6K- 23.26% |
$584K - $586K
|
38.2K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
136K+ 67.99% |
$6.84M - $6.87M
|
335K
$16.9M
|