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, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.1K+ 6.16% |
$1.01M - $1.02M
|
346K
$17.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18.2K+ 103.69% |
$919K - $923K
|
35.8K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13.4K+ 117.65% |
$678K - $682K
|
24.9K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$373K - $375K
|
7.4K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.61K+ 55.4% |
$334K - $335K
|
18.5K
$937K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.43KNew |
$274K - $276K
|
5.43K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.09KNew |
$156K - $156K
|
3.09K
$156K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.59K+ 29.06% |
$131K - $131K
|
11.5K
$582K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.32KNew |
$66.8K - $67.1K
|
1.32K
$66.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
800New |
$40.4K - $40.6K
|
800
$40.4K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
683+ 12.01% |
$34.5K - $34.6K
|
6.37K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
379New |
$19.1K - $19.2K
|
379
$19.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
318+ 12.91% |
$16K - $16.1K
|
2.78K
$141K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$15.1K - $15.2K
|
300
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
175+ 0.75% |
$8.83K - $8.87K
|
23.5K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.92% |
$3.68K - $3.7K
|
8K
$405K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 36.0% |
$1.82K - $1.83K
|
136
$6.87K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
33+ 0.78% |
$1.67K - $1.67K
|
4.27K
$216K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24+ 11.43% |
$1.21K - $1.22K
|
234
$11.8K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
21New |
$1.06K - $1.06K
|
21
$1.06K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 0.39% |
$353 - $355
|
1.8K
$91K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
7New |
$353 - $355
|
7
$354
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6New |
$303 - $304
|
6
$303
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 3.25% |
$202 - $203
|
127
$6.42K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
133KNew |
$6.7M - $6.75M
|
133K
$6.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
95KNew |
$4.79M - $4.82M
|
95K
$4.8M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
59.7KNew |
$3.01M - $3.03M
|
59.7K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.8KNew |
$2.21M - $2.22M
|
43.8K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
29KNew |
$1.46M - $1.47M
|
29K
$1.47M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
28KNew |
$1.41M - $1.42M
|
28K
$1.41M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.2KNew |
$1.22M - $1.23M
|
24.2K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$1.01M - $1.02M
|
20K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.1K+ 374.96% |
$961K - $968K
|
24.2K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
18.5KNew |
$934K - $941K
|
18.5K
$937K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
17.7KNew |
$894K - $901K
|
17.7K
$897K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
15.9KNew |
$801K - $807K
|
15.9K
$803K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.1K+ 328.95% |
$713K - $718K
|
18.4K
$932K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
14.1K+ 10.32% |
$712K - $717K
|
151K
$7.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14KNew |
$704K - $709K
|
14K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14K+ 117.02% |
$703K - $708K
|
25.9K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12K+ 258.69% |
$604K - $609K
|
16.6K
$841K
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
11.7KNew |
$591K - $596K
|
11.7K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.1K+ 10.91% |
$557K - $561K
|
112K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.6KNew |
$533K - $537K
|
10.6K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.63KNew |
$485K - $489K
|
9.63K
$487K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.37KNew |
$472K - $475K
|
9.37K
$473K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.63K+ 18.08% |
$384K - $387K
|
49.8K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.35KNew |
$370K - $373K
|
7.35K
$371K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
7.14KNew |
$360K - $362K
|
7.14K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.07K+ 33.04% |
$356K - $359K
|
28.5K
$1.44M
|
|