Latest Institutional Sells of Ishares Treasury Floating Rate (TFLO)
This list provides information on the latest institutional transactions involving Ishares Treasury Floating Rate (TFLO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-593- 95.95% |
$29.9K - $30.1K
|
25
$1.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-505- 7.54% |
$25.5K - $25.6K
|
6.19K
$313K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-354- 5.17% |
$17.9K - $17.9K
|
6.49K
$328K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-325- 2.33% |
$16.4K - $16.5K
|
13.6K
$688K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-280- 5.53% |
$14.1K - $14.2K
|
4.78K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-193- 47.54% |
$9.73K - $9.79K
|
213
$10.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-91- 0.61% |
$4.59K - $4.61K
|
14.7K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-71- 93.42% |
$3.58K - $3.6K
|
5
$252
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$50.4 - $50.7
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-401K- 34.88% |
$20.2M - $20.3M
|
749K
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-175K- 72.9% |
$8.83M - $8.87M
|
65K
$3.28M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-174K- 41.95% |
$8.79M - $8.83M
|
241K
$12.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-106K- 99.95% |
$5.37M - $5.4M
|
57
$2.88K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-82.4K- 75.08% |
$4.16M - $4.18M
|
27.3K
$1.38M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-79.8K- 99.98% |
$4.03M - $4.04M
|
17
$858
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-67K- 94.18% |
$3.38M - $3.39M
|
4.14K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-39.3K- 64.21% |
$1.98M - $1.99M
|
21.9K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-23.5K- 83.43% |
$1.19M - $1.19M
|
4.67K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.7K- 67.6% |
$1.04M - $1.05M
|
9.91K
$500K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-19.3K- 54.12% |
$974K - $979K
|
16.4K
$826K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-18.9K- 76.1% |
$953K - $957K
|
5.93K
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17.3K- 49.52% |
$873K - $877K
|
17.6K
$890K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-16.4K- 49.58% |
$827K - $831K
|
16.7K
$841K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-15.2K- 69.02% |
$765K - $768K
|
6.8K
$343K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 70.28% |
$758K - $761K
|
6.35K
$320K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-13.3KClosed |
$671K - $674K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-13.1K- 68.29% |
$660K - $663K
|
6.08K
$307K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-13K- 33.64% |
$657K - $660K
|
25.7K
$1.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-11.9KClosed |
$599K - $602K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.53K- 95.96% |
$279K - $280K
|
233
$11.8K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.17K- 53.89% |
$261K - $262K
|
4.42K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.41K- 20.71% |
$222K - $223K
|
16.9K
$852K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.01K- 43.32% |
$202K - $203K
|
5.25K
$265K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.52K- 24.98% |
$178K - $179K
|
10.6K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.11K- 12.15% |
$157K - $158K
|
22.5K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 31.87% |
$127K - $127K
|
5.36K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.79K- 25.49% |
$90.4K - $90.8K
|
5.23K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.73K- 82.53% |
$87.5K - $87.9K
|
367
$18.5K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-956Closed |
$48.2K - $48.5K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-860- 10.25% |
$43.4K - $43.6K
|
7.53K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-820- 13.01% |
$41.4K - $41.6K
|
5.48K
$277K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-753- 14.54% |
$38K - $38.2K
|
4.43K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-343- 17.74% |
$17.3K - $17.4K
|
1.59K
$80.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-119- 96.75% |
$6.01K - $6.03K
|
4
$202
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5- 4.13% |
$252 - $254
|
116
$5.86K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-141K- 24.18% |
$7.1M - $7.16M
|
442K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
SELL
|
- |
-138K- 64.22% |
$6.97M - $7.02M
|
77.1K
$3.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-107K- 16.73% |
$5.4M - $5.44M
|
533K
$26.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-95.9K- 44.8% |
$4.83M - $4.87M
|
118K
$5.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-83.1K- 94.88% |
$4.19M - $4.22M
|
4.49K
$226K
|
|