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 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
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.31K- 39.87% |
$369K - $370K
|
11K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
136K+ 67.99% |
$6.84M - $6.87M
|
335K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-11.6K- 23.26% |
$584K - $586K
|
38.2K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.5K- 18.48% |
$2.2M - $2.21M
|
192K
$9.71M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-144K- 93.66% |
$7.27M - $7.3M
|
9.75K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
839+ 6.72% |
$42.4K - $42.5K
|
13.3K
$674K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
69+ 0.93% |
$3.48K - $3.5K
|
7.48K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
636+ 0.83% |
$32.1K - $32.2K
|
77.3K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.8K- 12.65% |
$951K - $955K
|
130K
$6.59M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.3K+ 9.93% |
$1.38M - $1.38M
|
302K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.41KNew |
$424K - $426K
|
8.41K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13.8K+ 7.9% |
$697K - $699K
|
189K
$9.54M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-32.9K- 64.16% |
$1.66M - $1.67M
|
18.4K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58New |
$2.93K - $2.94K
|
58
$2.93K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-228K- 75.51% |
$11.5M - $11.5M
|
73.9K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.9K- 5.78% |
$1.71M - $1.72M
|
553K
$28M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-66- 68.75% |
$3.33K - $3.34K
|
30
$1.52K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
104New |
$5.25K - $5.27K
|
104
$5.26K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
11.9K+ 8.99% |
$602K - $604K
|
145K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.8K+ 3.75% |
$1.3M - $1.31M
|
714K
$36.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.89K- 80.7% |
$499K - $501K
|
2.37K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4KNew |
$202K - $203K
|
4K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-200- 4.7% |
$10.1K - $10.1K
|
4.06K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
49K+ 4.02% |
$2.47M - $2.48M
|
1.27M
$64.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19+ 1.08% |
$959 - $963
|
1.79K
$90.3K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
179K+ 22.36% |
$9.02M - $9.06M
|
978K
$49.5M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-395- 3.13% |
$19.9K - $20K
|
12.2K
$618K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-563- 23.61% |
$28.4K - $28.5K
|
1.82K
$92.2K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.3K+ 134.12% |
$872K - $875K
|
30.1K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
10+ 0.39% |
$505 - $507
|
2.58K
$131K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.58K+ 20.37% |
$383K - $384K
|
44.8K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.25KNew |
$416K - $418K
|
8.25K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-12.7K- 7.73% |
$643K - $645K
|
152K
$7.69M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-4.48K- 4.2% |
$226K - $227K
|
102K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.7K+ 25.58% |
$590K - $592K
|
57.4K
$2.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.31K- 44.91% |
$167K - $168K
|
4.06K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-403- 1.4% |
$20.3K - $20.4K
|
28.5K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
597+ 4.24% |
$30.1K - $30.3K
|
14.7K
$743K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.04M- 64.99% |
$52.5M - $52.7M
|
560K
$28.3M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
41.7KNew |
$2.1M - $2.11M
|
41.7K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-16.2K- 2.73% |
$815K - $819K
|
575K
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
975K+ 18.49% |
$49.2M - $49.4M
|
6.25M
$316M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7K+ 875.0% |
$353K - $355K
|
7.8K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.09K- 6.59% |
$156K - $157K
|
43.8K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-857K- 98.78% |
$43.2M - $43.4M
|
10.6K
$537K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-105- 0.15% |
$5.3K - $5.32K
|
70.4K
$3.56M
|