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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.92K- 37.89% |
$198K - $199K
|
6.43K
$325K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.6
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
63.8KNew |
$3.21M - $3.23M
|
63.8K
$3.23M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-145- 5.03% |
$7.31K - $7.35K
|
2.74K
$139K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
130+ 81.76% |
$6.55K - $6.59K
|
289
$14.6K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.02KNew |
$203K - $204K
|
4.02K
$204K
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 186.27% |
$518K - $520K
|
15.8K
$799K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
104+ 1.33% |
$5.24K - $5.27K
|
7.92K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.37K- 26.97% |
$120K - $120K
|
6.43K
$325K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$607K - $610K
|
12K
$609K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15.1K- 37.65% |
$761K - $765K
|
25K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
346+ 0.58% |
$17.4K - $17.5K
|
59.9K
$3.03M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
283K+ 475.52% |
$14.2M - $14.3M
|
342K
$17.3M
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-58Closed |
$2.92K - $2.94K
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
135K+ 442.4% |
$6.81M - $6.84M
|
166K
$8.38M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
17.7KNew |
$891K - $896K
|
17.7K
$895K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.7K+ 34.04% |
$1.09M - $1.1M
|
85.4K
$4.32M
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-464Closed |
$23.4K - $23.5K
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-93.1K- 90.06% |
$4.7M - $4.72M
|
10.3K
$520K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.94K- 26.04% |
$299K - $301K
|
16.9K
$854K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.54K- 21.71% |
$329K - $331K
|
23.6K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.83K- 30.26% |
$92.1K - $92.6K
|
4.21K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.95KNew |
$451K - $454K
|
8.95K
$453K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-19.9K- 82.79% |
$1M - $1.01M
|
4.14K
$209K
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-785- 0.09% |
$39.6K - $39.8K
|
834K
$42.2M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.27K+ 33.99% |
$316K - $318K
|
24.7K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.38K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.65K- 7.53% |
$83K - $83.4K
|
20.2K
$1.02M
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.69K+ 59.09% |
$136K - $136K
|
7.24K
$366K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.6
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
741New |
$37.4K - $37.5K
|
741
$37.5K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4+ 0.17% |
$202 - $203
|
2.36K
$119K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28- 96.55% |
$1.41K - $1.42K
|
1
$50.6
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-180K- 97.01% |
$9.07M - $9.11M
|
5.54K
$281K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.78KNew |
$241K - $242K
|
4.78K
$242K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.78K- 54.5% |
$241K - $242K
|
3.99K
$202K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
20.1K+ 4.57% |
$1.01M - $1.02M
|
459K
$23.2M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.33K- 24.1% |
$67.3K - $67.6K
|
4.2K
$213K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150New |
$7.56K - $7.6K
|
150
$7.59K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.9K- 91.76% |
$552K - $554K
|
983
$49.7K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.28K- 6.04% |
$64.5K - $64.8K
|
19.9K
$1.01M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
31+ 0.33% |
$1.56K - $1.57K
|
9.45K
$478K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-34- 6.91% |
$1.71K - $1.72K
|
458
$23.2K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$706 - $709
|
14
$708
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-400- 4.97% |
$20.2K - $20.3K
|
7.65K
$387K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-76- 0.98% |
$3.83K - $3.85K
|
7.68K
$388K
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-4.24K- 29.27% |
$214K - $215K
|
10.2K
$518K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.9K+ 134.7% |
$3.73M - $3.74M
|
129K
$6.51M
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-6.75K- 13.67% |
$340K - $342K
|
42.6K
$2.16M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2K+ 26.14% |
$101K - $101K
|
9.65K
$488K
|