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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.5K+ 224.41% |
$730K - $733K
|
20.9K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$702K - $704K
|
13.9K
$702K
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13.8K+ 7.9% |
$697K - $699K
|
189K
$9.52M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.7KNew |
$690K - $692K
|
13.7K
$689K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13.3K+ 15.93% |
$670K - $672K
|
96.5K
$4.87M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.2K+ 2.69% |
$667K - $670K
|
505K
$25.5M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.1K+ 20.13% |
$662K - $664K
|
78.2K
$3.95M
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
11.9K+ 8.99% |
$602K - $604K
|
145K
$7.3M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.7K+ 25.58% |
$590K - $592K
|
57.4K
$2.9M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.4K+ 11.84% |
$575K - $578K
|
108K
$5.43M
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$574K - $576K
|
11.4K
$574K
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
11K+ 23.09% |
$556K - $558K
|
58.7K
$2.96M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
10.9K+ 27.25% |
$552K - $554K
|
51K
$2.58M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.2K+ 0.86% |
$514K - $516K
|
1.19M
$60.2M
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9.88K+ 1.52% |
$499K - $501K
|
660K
$33.3M
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.68K+ 16.65% |
$488K - $490K
|
67.8K
$3.42M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.64K+ 7.5% |
$487K - $489K
|
138K
$6.97M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
9.27K+ 35.56% |
$468K - $470K
|
35.3K
$1.78M
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
8.85K+ 93.93% |
$447K - $449K
|
18.3K
$922K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.41KNew |
$424K - $426K
|
8.41K
$424K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.25KNew |
$416K - $418K
|
8.25K
$416K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.91KNew |
$399K - $401K
|
7.91K
$399K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.87KNew |
$397K - $399K
|
7.87K
$397K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.58K+ 20.37% |
$383K - $384K
|
44.8K
$2.26M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.41KNew |
$374K - $375K
|
7.41K
$374K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.18KNew |
$363K - $364K
|
7.18K
$362K
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7K+ 875.0% |
$353K - $355K
|
7.8K
$394K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.79K+ 1.43% |
$343K - $344K
|
481K
$24.3M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.75K+ 9.12% |
$341K - $342K
|
80.8K
$4.08M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.38KNew |
$322K - $323K
|
6.38K
$322K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.27K+ 27.93% |
$316K - $318K
|
28.7K
$1.45M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.07K+ 68.59% |
$306K - $308K
|
14.9K
$753K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
6.06K+ 36.5% |
$306K - $307K
|
22.6K
$1.14M
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.97K+ 26.08% |
$301K - $302K
|
28.8K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 25.01% |
$278K - $279K
|
27.5K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.43K+ 4.05% |
$274K - $275K
|
140K
$7.05M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.99KNew |
$252K - $253K
|
4.99K
$252K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.93K+ 0.41% |
$249K - $250K
|
1.22M
$61.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.93K+ 0.08% |
$249K - $250K
|
6.54M
$330M
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
4.84K+ 25.22% |
$244K - $245K
|
24K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.84K+ 25.22% |
$244K - $245K
|
24K
$1.21M
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$231K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52KNew |
$228K - $229K
|
4.52K
$228K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.22K+ 2814.0% |
$213K - $214K
|
4.37K
$221K
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.14K+ 5.53% |
$209K - $210K
|
78.9K
$3.98M
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.13KNew |
$208K - $209K
|
4.13K
$208K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4KNew |
$202K - $203K
|
4K
$202K
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$201K - $201K
|
3.98K
$201K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.55K+ 34.64% |
$179K - $180K
|
13.8K
$696K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.48K+ 13.92% |
$176K - $177K
|
28.5K
$1.44M
|