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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.13KNew |
$208K - $209K
|
4.13K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-5.68K- 1.19% |
$287K - $288K
|
471K
$23.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.48K+ 13.92% |
$176K - $177K
|
28.5K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-19.8K- 12.39% |
$999K - $1M
|
140K
$7.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
685+ 2.4% |
$34.6K - $34.7K
|
29.2K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
536+ 5.77% |
$27.1K - $27.2K
|
9.82K
$497K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.55KNew |
$78.2K - $78.6K
|
1.55K
$78.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$574K - $576K
|
11.4K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-176- 4.34% |
$8.88K - $8.92K
|
3.88K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.68K+ 16.65% |
$488K - $490K
|
67.8K
$3.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
418KNew |
$21.1M - $21.2M
|
418K
$21.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.79K+ 1.43% |
$343K - $344K
|
481K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.5K+ 9.64% |
$830K - $834K
|
187K
$9.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-32.6K- 21.62% |
$1.65M - $1.65M
|
118K
$5.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-5.23K- 18.38% |
$264K - $265K
|
23.2K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.14K+ 1.54% |
$159K - $159K
|
207K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.39K- 28.6% |
$120K - $121K
|
5.96K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-30.8K- 2.11% |
$1.56M - $1.56M
|
1.43M
$72.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-6.86K- 1.83% |
$346K - $348K
|
368K
$18.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.46K- 3.43% |
$73.7K - $73.9K
|
41.1K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
529KNew |
$26.7M - $26.8M
|
529K
$26.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
20.5KNew |
$1.04M - $1.04M
|
20.5K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
878+ 1.41% |
$44.3K - $44.5K
|
63.3K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 54.79% |
$10.1K - $10.1K
|
165
$8.35K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16K+ 104.32% |
$808K - $811K
|
31.4K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.07K+ 68.59% |
$306K - $308K
|
14.9K
$755K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-39- 2.22% |
$1.97K - $1.98K
|
1.72K
$86.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.11K- 10.41% |
$56K - $56.2K
|
9.55K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.93K+ 0.41% |
$249K - $250K
|
1.22M
$61.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.3K+ 34.21% |
$116K - $116K
|
9.01K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 76.82% |
$840K - $844K
|
5.02K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$201K - $201K
|
3.98K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.27K+ 27.93% |
$316K - $318K
|
28.7K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
183+ 70.93% |
$9.24K - $9.27K
|
441
$22.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-275- 3.52% |
$13.9K - $13.9K
|
7.54K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.47KNew |
$74.2K - $74.5K
|
1.47K
$74.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.9K- 39.21% |
$1.51M - $1.52M
|
46.4K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 21.51% |
$95.8K - $96.2K
|
10.7K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
6.06K+ 36.5% |
$306K - $307K
|
22.6K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 29.76% |
$512K - $514K
|
23.9K
$1.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
231K+ 64.55% |
$11.7M - $11.7M
|
589K
$29.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.5K+ 23.39% |
$831K - $834K
|
86.8K
$4.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1.6K- 14.52% |
$80.9K - $81.2K
|
9.44K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2.51K- 2.25% |
$127K - $127K
|
109K
$5.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
24.4K+ 117.37% |
$1.23M - $1.24M
|
45.2K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20.8K- 42.85% |
$1.05M - $1.05M
|
27.7K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
8.85K+ 93.93% |
$447K - $449K
|
18.3K
$925K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.17KNew |
$59.2K - $59.4K
|
1.17K
$59.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28.6K+ 656.55% |
$1.44M - $1.45M
|
33K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-176- 6.57% |
$8.88K - $8.92K
|
2.5K
$127K
|