Latest Institutional Purchases of Ishares Treasury Floating Rate (TFLO)
This list provides information on the latest institutional transactions involving Ishares Treasury Floating Rate (TFLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.9M+ 5146.9% |
$1.26B - $1.26B
|
25.4M
$1.28B
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
846K+ 151.03% |
$42.7M - $42.9M
|
1.41M
$71.1M
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
194K+ 39.5% |
$9.8M - $9.83M
|
685K
$34.6M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
183K+ 21.06% |
$9.23M - $9.26M
|
1.05M
$53.1M
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
180K+ 2818.53% |
$9.08M - $9.11M
|
186K
$9.41M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
174K+ 73.27% |
$8.78M - $8.81M
|
411K
$20.8M
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
166K+ 109.45% |
$8.4M - $8.43M
|
318K
$16.1M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
140K+ 35.49% |
$7.07M - $7.09M
|
535K
$27M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
140K+ 118.49% |
$7.06M - $7.09M
|
258K
$13M
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
119KNew |
$6M - $6.02M
|
119K
$6.01M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
106K+ 8.63% |
$5.35M - $5.37M
|
1.33M
$67.4M
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
104K+ 2332.07% |
$5.26M - $5.28M
|
109K
$5.49M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
98.1K+ 21.53% |
$4.95M - $4.97M
|
554K
$28M
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
92.2K+ 1538.82% |
$4.65M - $4.67M
|
98.2K
$4.96M
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
88.9K+ 13.48% |
$4.49M - $4.5M
|
748K
$37.8M
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
76.8K+ 1617.46% |
$3.88M - $3.89M
|
81.5K
$4.12M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76K+ 10.65% |
$3.84M - $3.85M
|
790K
$39.9M
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
74.5K+ 51.06% |
$3.76M - $3.78M
|
221K
$11.1M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66.3K+ 46.26% |
$3.35M - $3.36M
|
210K
$10.6M
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
66.2K+ 99.73% |
$3.34M - $3.35M
|
133K
$6.7M
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
65.9K+ 28.32% |
$3.32M - $3.34M
|
298K
$15.1M
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
63.6K+ 179.88% |
$3.21M - $3.22M
|
98.9K
$5M
|
|
Jul 21, 2025
Q2 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
60.7K+ 9.16% |
$3.06M - $3.08M
|
724K
$36.6M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.3K+ 34.44% |
$2.64M - $2.65M
|
204K
$10.3M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
52K+ 1.98% |
$2.62M - $2.63M
|
2.67M
$135M
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
49.8KNew |
$2.51M - $2.52M
|
49.8K
$2.52M
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
46.5K+ 6.53% |
$2.35M - $2.36M
|
759K
$38.4M
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
45.9K+ 545.75% |
$2.32M - $2.32M
|
54.3K
$2.74M
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
44.9KNew |
$2.27M - $2.28M
|
44.9K
$2.27M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
41K+ 32.61% |
$2.07M - $2.08M
|
167K
$8.43M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.5K+ 58.2% |
$1.84M - $1.85M
|
99.2K
$5.01M
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
36.4K+ 126.01% |
$1.83M - $1.84M
|
65.2K
$3.29M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
36.1K+ 2.83% |
$1.82M - $1.83M
|
1.31M
$66.3M
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
35.7K+ 25.51% |
$1.8M - $1.81M
|
175K
$8.87M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
33.4K+ 58.14% |
$1.69M - $1.69M
|
90.8K
$4.59M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.9K+ 10.81% |
$1.66M - $1.67M
|
338K
$17.1M
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
32.6K+ 62.66% |
$1.64M - $1.65M
|
84.6K
$4.27M
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
32.5K+ 46.88% |
$1.64M - $1.65M
|
102K
$5.15M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
31.4K+ 2.48% |
$1.58M - $1.59M
|
1.3M
$65.6M
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
31.4K+ 5.45% |
$1.58M - $1.59M
|
606K
$30.6M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26.8K+ 1170.72% |
$1.35M - $1.36M
|
29K
$1.47M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.2K+ 62.78% |
$1.27M - $1.28M
|
65.3K
$3.3M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.4KNew |
$1.23M - $1.24M
|
24.4K
$1.23M
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
23.6KNew |
$1.19M - $1.2M
|
23.6K
$1.19M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.1K+ 12.4% |
$1.16M - $1.17M
|
209K
$10.6M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22K+ 39.77% |
$1.11M - $1.12M
|
77.4K
$3.91M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.8KNew |
$997K - $1M
|
19.8K
$998K
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$911K - $915K
|
18.1K
$912K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18K+ 43.77% |
$907K - $911K
|
59K
$2.98M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.9K+ 33.57% |
$905K - $909K
|
71.4K
$3.61M
|