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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.96K+ 28.77% |
$300K - $302K
|
26.7K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.01KNew |
$252K - $254K
|
5.01K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.38KNew |
$221K - $222K
|
4.38K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.98KNew |
$200K - $202K
|
3.98K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 8.4% |
$174K - $175K
|
44.6K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.16K+ 4.29% |
$159K - $161K
|
76.9K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.27K+ 24.86% |
$114K - $115K
|
11.4K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.17K+ 52.76% |
$109K - $110K
|
6.28K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.85K+ 9.57% |
$93.3K - $94K
|
21.2K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.45K+ 15.61% |
$72.9K - $73.4K
|
10.7K
$542K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.39K+ 1.82% |
$70.1K - $70.6K
|
77.9K
$3.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.28K+ 15.83% |
$64.3K - $64.8K
|
9.34K
$472K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.14K+ 2.55% |
$57.4K - $57.9K
|
45.9K
$2.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.07K+ 10.17% |
$53.9K - $54.4K
|
11.6K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
805New |
$40.5K - $40.9K
|
805
$40.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
368+ 8.38% |
$18.5K - $18.7K
|
4.76K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
235New |
$11.8K - $11.9K
|
235
$11.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
172New |
$8.66K - $8.73K
|
172
$8.69K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
137+ 1.22% |
$6.9K - $6.95K
|
11.4K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
115+ 2.06% |
$5.79K - $5.84K
|
5.69K
$288K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
71New |
$3.58K - $3.6K
|
71
$3.59K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
69New |
$3.48K - $3.5K
|
69
$3.49K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43New |
$2.17K - $2.18K
|
43
$2.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 3.36% |
$1.86K - $1.88K
|
1.14K
$57.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
33+ 0.27% |
$1.66K - $1.67K
|
12.2K
$617K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
32New |
$1.61K - $1.62K
|
32
$1.62K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 18.75% |
$1.51K - $1.52K
|
190
$9.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22New |
$1.11K - $1.12K
|
22
$1.11K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
10+ 0.12% |
$504 - $508
|
8.61K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$50.4 - $50.8
|
1
$50.5
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
406K+ 129.9% |
$20.5M - $20.6M
|
718K
$36.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
208KNew |
$10.5M - $10.6M
|
208K
$10.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
187KNew |
$9.44M - $9.5M
|
187K
$9.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
170KNew |
$8.58M - $8.63M
|
170K
$8.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.5KNew |
$1.49M - $1.49M
|
29.5K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.7KNew |
$1.05M - $1.05M
|
20.7K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
18.6KNew |
$936K - $942K
|
18.6K
$937K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
18.5KNew |
$936K - $941K
|
18.5K
$937K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
7.55KNew |
$381K - $383K
|
7.55K
$381K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.37KNew |
$372K - $374K
|
7.37K
$372K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
6.84KNew |
$345K - $347K
|
6.84K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.15KNew |
$311K - $312K
|
6.15K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.84KNew |
$294K - $296K
|
5.84K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.83KNew |
$294K - $296K
|
5.83K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.7KNew |
$288K - $289K
|
5.7K
$288K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.7K+ 55.31% |
$287K - $289K
|
16K
$808K
|
|