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 |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-64.6K- 19.29% |
$3.26M - $3.27M
|
270K
$13.6M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76K+ 10.65% |
$3.84M - $3.85M
|
790K
$39.9M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.32K+ 66.8% |
$319K - $320K
|
15.8K
$797K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
92.2K+ 1538.82% |
$4.65M - $4.67M
|
98.2K
$4.96M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.9K- 62.99% |
$2.52M - $2.53M
|
29.3K
$1.48M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.82K+ 197.29% |
$91.9K - $92.3K
|
2.74K
$139K
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
12.9K+ 6.81% |
$649K - $651K
|
201K
$10.2M
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
50New |
$2.52K - $2.53K
|
50
$2.52K
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
49.8KNew |
$2.51M - $2.52M
|
49.8K
$2.51M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.3K+ 34.44% |
$2.64M - $2.65M
|
204K
$10.3M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.42K- 96.73% |
$71.8K - $72K
|
48
$2.42K
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
712New |
$35.9K - $36.1K
|
712
$35.9K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-59.6K- 87.99% |
$3.01M - $3.02M
|
8.14K
$411K
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-58.2K- 28.17% |
$2.94M - $2.95M
|
148K
$7.5M
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-194K- 32.88% |
$9.77M - $9.81M
|
395K
$20M
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
180K+ 2818.53% |
$9.08M - $9.11M
|
186K
$9.41M
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.9K- 3.63% |
$197K - $198K
|
104K
$5.23M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
503+ 250.25% |
$25.4K - $25.5K
|
704
$35.5K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.11K+ 28.47% |
$55.8K - $56K
|
4.99K
$252K
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.04K- 2.63% |
$103K - $103K
|
75.3K
$3.8M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.67K- 2.55% |
$286K - $287K
|
217K
$11M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-789K- 52.72% |
$39.8M - $40M
|
707K
$35.7M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.89K- 15.59% |
$247K - $248K
|
26.5K
$1.34M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.73K- 10.55% |
$239K - $239K
|
40.1K
$2.02M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-55- 0.61% |
$2.78K - $2.79K
|
8.96K
$452K
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.66K- 5.66% |
$83.5K - $83.8K
|
27.6K
$1.39M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.55K+ 49.37% |
$179K - $180K
|
10.7K
$542K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-71- 43.03% |
$3.58K - $3.6K
|
94
$4.75K
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
891+ 48.9% |
$45K - $45.1K
|
2.71K
$137K
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.49KNew |
$277K - $278K
|
5.49K
$277K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.3K+ 29.14% |
$419K - $420K
|
36.8K
$1.86M
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.38K+ 93.86% |
$221K - $222K
|
9.06K
$457K
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
74.5K+ 51.06% |
$3.76M - $3.78M
|
221K
$11.1M
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.1KNew |
$510K - $512K
|
10.1K
$511K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11+ 0.71% |
$555 - $557
|
1.56K
$78.8K
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
31.4K+ 5.45% |
$1.58M - $1.59M
|
606K
$30.6M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.86K- 25.1% |
$93.9K - $94.2K
|
5.55K
$280K
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-499- 1.0% |
$25.2K - $25.3K
|
49.3K
$2.49M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-96.2K- 7.87% |
$4.86M - $4.87M
|
1.13M
$56.8M
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.75K+ 39.31% |
$189K - $190K
|
13.3K
$672K
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
46.5K+ 6.53% |
$2.35M - $2.36M
|
759K
$38.3M
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 69.01% |
$834K - $837K
|
7.42K
$375K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-286- 1.0% |
$14.4K - $14.5K
|
28.4K
$1.43M
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-100- 0.43% |
$5.05K - $5.07K
|
23.4K
$1.18M
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
113+ 0.01% |
$5.7K - $5.72K
|
1.81M
$91.6M
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
523+ 8.28% |
$26.4K - $26.5K
|
6.84K
$345K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.9K- 0.89% |
$1M - $1.01M
|
2.21M
$112M
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2K- 20.51% |
$101K - $101K
|
7.75K
$391K
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-13.4K- 6.11% |
$676K - $678K
|
206K
$10.4M
|