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 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.6K+ 23.49% |
$2M - $2M
|
208K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.47K- 31.69% |
$226K - $227K
|
9.64K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$702K - $704K
|
13.9K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-68.2K- 72.37% |
$3.45M - $3.46M
|
26.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-19.8K- 14.03% |
$1M - $1.01M
|
122K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04K+ 2.36% |
$52.4K - $52.6K
|
44.9K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.15K- 95.95% |
$209K - $210K
|
175
$8.84K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
19.5K+ 26.02% |
$985K - $989K
|
94.5K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.95K+ 5.02% |
$149K - $150K
|
61.7K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
523New |
$26.4K - $26.5K
|
523
$26.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-518- 13.44% |
$26.1K - $26.3K
|
3.34K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
441K+ 24.18% |
$22.3M - $22.4M
|
2.27M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
39+ 0.66% |
$1.97K - $1.98K
|
5.93K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.84K+ 25.22% |
$244K - $245K
|
24K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
4.84K+ 25.22% |
$244K - $245K
|
24K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87KNew |
$145K - $145K
|
2.87K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-32K- 5.38% |
$1.61M - $1.62M
|
561K
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.5K- 18.48% |
$2.2M - $2.21M
|
192K
$9.69M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
839+ 6.72% |
$42.4K - $42.5K
|
13.3K
$673K
|
|
|
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
$927K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-395- 3.13% |
$19.9K - $20K
|
12.2K
$617K
|
|
|
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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58New |
$2.93K - $2.94K
|
58
$2.93K
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-4.48K- 4.2% |
$226K - $227K
|
102K
$5.17M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7K+ 875.0% |
$353K - $355K
|
7.8K
$394K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.81K- 28.45% |
$91.5K - $91.9K
|
4.56K
$230K
|
|
|
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
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
3.11KNew |
$157K - $158K
|
3.11K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20.7K+ 6.23% |
$1.04M - $1.05M
|
352K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 1.57% |
$202 - $203
|
251
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$1.36K - $1.37K
|
27
$1.36K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.1K+ 20.13% |
$662K - $664K
|
78.2K
$3.95M
|
|
|
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
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-121- 78.06% |
$6.11K - $6.13K
|
34
$1.72K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.13KNew |
$208K - $209K
|
4.13K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-32.6K- 21.62% |
$1.65M - $1.65M
|
118K
$5.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-5.68K- 1.19% |
$287K - $288K
|
471K
$23.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
536+ 5.77% |
$27.1K - $27.2K
|
9.82K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$574K - $576K
|
11.4K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.39K- 28.6% |
$120K - $121K
|
5.96K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.07K+ 68.59% |
$306K - $308K
|
14.9K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$201K - $201K
|
3.98K
$201K
|
|
|
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
|
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
$380K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 21.51% |
$95.8K - $96.2K
|
10.7K
$541K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2.51K- 2.25% |
$127K - $127K
|
109K
$5.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20.8K- 42.85% |
$1.05M - $1.05M
|
27.7K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.17KNew |
$59.2K - $59.4K
|
1.17K
$59.2K
|