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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-439K- 25.74% |
$22.2M - $22.3M
|
1.27M
$64.1M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-86.3K- 64.6% |
$4.36M - $4.37M
|
47.3K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6+ 0.0% |
$303 - $304
|
223K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
146KNew |
$7.37M - $7.4M
|
146K
$7.39M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18.8K- 1.24% |
$951K - $955K
|
1.5M
$75.7M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.04K+ 1.09% |
$52.5K - $52.8K
|
96.3K
$4.87M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.81K- 28.45% |
$91.5K - $91.9K
|
4.56K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.77K- 12.25% |
$89.3K - $89.7K
|
12.7K
$641K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.55K+ 34.64% |
$179K - $180K
|
13.8K
$698K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.2K- 4.86% |
$60.6K - $60.8K
|
23.5K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
133K+ 1288.07% |
$6.72M - $6.74M
|
143K
$7.26M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-11.1K- 4.01% |
$559K - $562K
|
265K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.42% |
$101 - $101
|
479
$24.2K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-513K- 56.53% |
$25.9M - $26M
|
395K
$20M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
10.9K+ 27.25% |
$552K - $554K
|
51K
$2.58M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
243K+ 15.47% |
$12.3M - $12.3M
|
1.81M
$91.7M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
974+ 12.35% |
$49.2K - $49.4K
|
8.86K
$448K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.19K- 2.34% |
$60.2K - $60.4K
|
49.8K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
41.4K+ 62.71% |
$2.09M - $2.1M
|
108K
$5.44M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.99KNew |
$252K - $253K
|
4.99K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
208+ 20800.0% |
$10.5K - $10.5K
|
209
$10.6K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
3.11KNew |
$157K - $158K
|
3.11K
$157K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9.88K+ 1.52% |
$499K - $501K
|
660K
$33.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
9.27K+ 35.56% |
$468K - $470K
|
35.3K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.26K- 0.47% |
$63.5K - $63.8K
|
267K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20.7K+ 6.23% |
$1.04M - $1.05M
|
352K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13.3K+ 15.93% |
$670K - $672K
|
96.5K
$4.88M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.08K+ 0.7% |
$105K - $106K
|
298K
$15.1M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$1.36K - $1.37K
|
27
$1.37K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 1.57% |
$202 - $203
|
251
$12.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
912+ 9.6% |
$46K - $46.2K
|
10.4K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15K- 32.97% |
$756K - $759K
|
30.4K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-76.2K- 71.78% |
$3.85M - $3.86M
|
30K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
650K+ 1029.64% |
$32.8M - $32.9M
|
713K
$36.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5K+ 1.53% |
$936K - $940K
|
1.23M
$62.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.27% |
$101 - $101
|
159
$8.05K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
922+ 4.07% |
$46.5K - $46.7K
|
23.6K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.37K- 6.48% |
$271K - $272K
|
77.4K
$3.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.1K+ 20.13% |
$662K - $664K
|
78.2K
$3.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24K- 11.4% |
$1.21M - $1.21M
|
186K
$9.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 1.86% |
$303 - $304
|
316
$16K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.22K+ 2814.0% |
$213K - $214K
|
4.37K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.6K- 0.68% |
$333K - $335K
|
959K
$48.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.4KNew |
$2.7M - $2.71M
|
53.4K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
41+ 0.84% |
$2.07K - $2.08K
|
4.95K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-415K- 15.7% |
$21M - $21M
|
2.23M
$113M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.2K+ 2.69% |
$667K - $670K
|
505K
$25.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-358- 8.21% |
$18.1K - $18.1K
|
4K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-121- 78.06% |
$6.11K - $6.13K
|
34
$1.72K
|