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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
284KNew |
$14.3M - $14.4M
|
284K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
9.9KNew |
$499K - $501K
|
9.9K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$508K - $511K
|
10.1K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.82KNew |
$293K - $295K
|
5.82K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$764K - $768K
|
15.2K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$50.4 - $50.6
|
2.12K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-488- 10.8% |
$24.6K - $24.7K
|
4.03K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
961+ 19.3% |
$48.4K - $48.7K
|
5.94K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.06K+ 26.44% |
$355K - $357K
|
33.7K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42- 24.42% |
$2.12K - $2.13K
|
130
$6.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.67K- 93.59% |
$83.9K - $84.3K
|
114
$5.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-66- 28.82% |
$3.32K - $3.34K
|
163
$8.25K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.72K- 1.54% |
$187K - $188K
|
237K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
244New |
$12.3K - $12.4K
|
244
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.1K+ 36.28% |
$106K - $107K
|
7.9K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
730+ 0.81% |
$36.8K - $37K
|
90.4K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-525- 4.72% |
$26.4K - $26.6K
|
10.6K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
826+ 56.61% |
$41.6K - $41.8K
|
2.29K
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-2.08K- 20.51% |
$105K - $106K
|
8.08K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1.23K- 90.91% |
$62K - $62.3K
|
123
$6.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-53- 1.12% |
$2.67K - $2.68K
|
4.68K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.89KNew |
$498K - $501K
|
9.89K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.09KNew |
$55K - $55.2K
|
1.09K
$55.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
17.9KNew |
$902K - $907K
|
17.9K
$906K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-31- 0.5% |
$1.56K - $1.57K
|
6.2K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.47K- 17.14% |
$73.8K - $74.2K
|
7.08K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 2.46% |
$54.1K - $54.4K
|
42.6K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$654K - $658K
|
13K
$657K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 99.91% |
$53.2K - $53.5K
|
1
$50.6
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.56K- 97.62% |
$78.4K - $78.8K
|
38
$1.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-28- 0.63% |
$1.41K - $1.42K
|
4.41K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.3K- 58.31% |
$571K - $574K
|
8.11K
$410K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.9KNew |
$247K - $248K
|
4.9K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
678+ 5.6% |
$34.2K - $34.3K
|
12.8K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-6.78K- 99.36% |
$342K - $343K
|
44
$2.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$7.56K - $7.59K
|
150
$7.59K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-2.81K- 23.43% |
$141K - $142K
|
9.17K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 1.69% |
$201 - $203
|
240
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.97K- 98.81% |
$351K - $353K
|
84
$4.25K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
35+ 0.43% |
$1.76K - $1.77K
|
8.22K
$416K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-6- 0.15% |
$302 - $304
|
4K
$202K
|
|
| Q3 2024 | |||||||
|
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 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
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
17.7KNew |
$891K - $896K
|
17.7K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
104+ 1.33% |
$5.24K - $5.27K
|
7.92K
$401K
|
|