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 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.1K+ 589.8% |
$511K - $513K
|
11.8K
$598K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-57- 0.72% |
$2.88K - $2.89K
|
7.85K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-393- 2.15% |
$19.8K - $19.9K
|
17.9K
$903K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.9K+ 1.65% |
$800K - $803K
|
974K
$49.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.33K+ 2.39% |
$168K - $169K
|
143K
$7.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.9K+ 33.57% |
$905K - $909K
|
71.4K
$3.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
4New |
$202 - $203
|
4
$202
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
166K+ 109.45% |
$8.4M - $8.43M
|
318K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-346- 0.07% |
$17.5K - $17.5K
|
504K
$25.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.2K+ 0.76% |
$161K - $162K
|
422K
$21.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 6.32% |
$55.8K - $56K
|
18.6K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-15.5K- 54.52% |
$784K - $787K
|
13K
$655K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.85K+ 1.29% |
$194K - $195K
|
302K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.12K- 6.96% |
$107K - $107K
|
28.3K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 23.5% |
$123K - $124K
|
12.9K
$649K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18K+ 43.77% |
$907K - $911K
|
59K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.82K+ 30.29% |
$142K - $143K
|
12.1K
$612K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8.68K+ 0.89% |
$438K - $440K
|
987K
$49.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
63.6K+ 179.88% |
$3.21M - $3.22M
|
98.9K
$4.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-80.9K- 5.65% |
$4.08M - $4.1M
|
1.35M
$68.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
45.9K+ 545.75% |
$2.32M - $2.32M
|
54.3K
$2.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-11.9K- 12.36% |
$600K - $603K
|
84.4K
$4.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.97K+ 5.25% |
$251K - $252K
|
99.5K
$5.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
106K+ 8.63% |
$5.35M - $5.37M
|
1.33M
$67.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 7.69% |
$56K - $56.2K
|
13.3K
$672K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-57.8K- 21.8% |
$2.92M - $2.93M
|
207K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$911K - $915K
|
18.1K
$912K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-170- 4.19% |
$8.58K - $8.61K
|
3.89K
$196K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 7.38% |
$697K - $700K
|
201K
$10.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
92+ 0.97% |
$4.64K - $4.66K
|
9.53K
$481K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.61K- 32.21% |
$334K - $335K
|
13.9K
$702K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
846K+ 151.03% |
$42.7M - $42.9M
|
1.41M
$71M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.33K+ 3.95% |
$67.2K - $67.4K
|
35K
$1.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
15.8K+ 16.35% |
$796K - $799K
|
112K
$5.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.36K+ 23.68% |
$321K - $322K
|
33.2K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-696- 1.1% |
$35.1K - $35.3K
|
62.6K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5K+ 8.71% |
$252K - $253K
|
62.4K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 27.94% |
$600K - $602K
|
54.4K
$2.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47.8K- 64.76% |
$2.41M - $2.42M
|
26K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.87K- 21.25% |
$498K - $500K
|
36.6K
$1.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
421+ 10.51% |
$21.2K - $21.3K
|
4.43K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
35.7K+ 25.51% |
$1.8M - $1.81M
|
175K
$8.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
23.6KNew |
$1.19M - $1.2M
|
23.6K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.28K+ 2.55% |
$266K - $267K
|
212K
$10.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
403+ 84.13% |
$20.3K - $20.4K
|
882
$44.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-12.8K- 60.82% |
$646K - $648K
|
8.25K
$416K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-72.6K- 68.58% |
$3.66M - $3.68M
|
33.3K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.4KNew |
$1.23M - $1.24M
|
24.4K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-12.5K- 6.45% |
$632K - $635K
|
182K
$9.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-201- 14.79% |
$10.1K - $10.2K
|
1.16K
$58.5K
|