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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
234K+ 52.39% |
$11.8M - $11.9M
|
682K
$34.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
231K+ 64.55% |
$11.7M - $11.7M
|
589K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
199K+ 18.96% |
$10M - $10.1M
|
1.25M
$62.9M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
179K+ 22.36% |
$9.02M - $9.06M
|
978K
$49.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
174K+ 11.99% |
$8.79M - $8.82M
|
1.63M
$82M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
146KNew |
$7.37M - $7.4M
|
146K
$7.37M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
136K+ 67.99% |
$6.84M - $6.87M
|
335K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
133K+ 1288.07% |
$6.72M - $6.74M
|
143K
$7.24M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
119K+ 32.16% |
$6M - $6.02M
|
488K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 14.55% |
$5.28M - $5.3M
|
823K
$41.5M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
98.4KNew |
$4.97M - $4.99M
|
98.4K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90.5K+ 42.29% |
$4.57M - $4.59M
|
305K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
79K+ 228.11% |
$3.99M - $4M
|
114K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
69.2K+ 8.75% |
$3.49M - $3.51M
|
859K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.3K+ 1.77% |
$3.4M - $3.41M
|
3.87M
$195M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
64.9K+ 10.53% |
$3.28M - $3.29M
|
682K
$34.4M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
64.6K+ 45.5% |
$3.26M - $3.28M
|
207K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
64.2K+ 107.02% |
$3.24M - $3.26M
|
124K
$6.27M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
58.6K+ 63.92% |
$2.96M - $2.97M
|
150K
$7.58M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
58K+ 25.89% |
$2.93M - $2.94M
|
282K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
57.1K+ 611.98% |
$2.88M - $2.89M
|
66.4K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.4KNew |
$2.7M - $2.71M
|
53.4K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.4KNew |
$2.65M - $2.66M
|
52.4K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
49K+ 4.02% |
$2.47M - $2.48M
|
1.27M
$63.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
41.7KNew |
$2.1M - $2.11M
|
41.7K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
41.4K+ 62.71% |
$2.09M - $2.1M
|
108K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.6K+ 23.49% |
$2M - $2M
|
208K
$10.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
34.7K+ 5.53% |
$1.75M - $1.76M
|
663K
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
31.4K+ 13.77% |
$1.59M - $1.59M
|
259K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28.6K+ 656.55% |
$1.44M - $1.45M
|
33K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.3K+ 9.93% |
$1.38M - $1.38M
|
302K
$15.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26.4K+ 5.77% |
$1.33M - $1.34M
|
484K
$24.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.8K+ 3.75% |
$1.3M - $1.31M
|
714K
$36M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
24.4K+ 117.37% |
$1.23M - $1.24M
|
45.2K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22K+ 73.68% |
$1.11M - $1.11M
|
51.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
21.5K+ 2771.81% |
$1.09M - $1.09M
|
22.3K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20.9K+ 10.56% |
$1.06M - $1.06M
|
219K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
20.9K+ 24.55% |
$1.05M - $1.06M
|
106K
$5.34M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20.7K+ 6.23% |
$1.04M - $1.05M
|
352K
$17.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
20.5KNew |
$1.04M - $1.04M
|
20.5K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
19.5K+ 26.02% |
$985K - $989K
|
94.5K
$4.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5K+ 1.53% |
$936K - $940K
|
1.23M
$61.9M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
17.3K+ 11.82% |
$872K - $875K
|
163K
$8.24M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.3K+ 134.12% |
$872K - $875K
|
30.1K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$867K - $870K
|
17.2K
$867K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
16.5K+ 9.29% |
$833K - $837K
|
194K
$9.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.5K+ 23.39% |
$831K - $834K
|
86.8K
$4.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.5K+ 9.64% |
$830K - $834K
|
187K
$9.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16K+ 104.32% |
$808K - $811K
|
31.4K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.8K+ 28.01% |
$797K - $800K
|
72.2K
$3.64M
|