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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-67.7K- 66.09% |
$3.41M - $3.44M
|
34.7K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.8K- 49.11% |
$744K - $750K
|
15.3K
$773K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-12.5K- 10.43% |
$627K - $632K
|
107K
$5.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11.4K- 24.95% |
$572K - $577K
|
34.2K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 6.93% |
$530K - $534K
|
141K
$7.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.21K- 20.75% |
$464K - $467K
|
35.2K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.59K- 11.6% |
$332K - $334K
|
50.2K
$2.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.57K- 12.65% |
$230K - $232K
|
31.6K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.47K- 49.78% |
$225K - $227K
|
4.51K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.43K- 32.35% |
$223K - $225K
|
9.26K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.19K- 23.35% |
$211K - $213K
|
13.8K
$694K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.73K- 20.61% |
$188K - $189K
|
14.4K
$726K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-3.72K- 10.9% |
$187K - $189K
|
30.4K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-3.63K- 2.87% |
$183K - $184K
|
123K
$6.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-3.49K- 0.85% |
$176K - $177K
|
409K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.8K- 5.59% |
$141K - $142K
|
47.3K
$2.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.77K- 8.24% |
$139K - $140K
|
30.8K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.74K- 4.62% |
$138K - $139K
|
56.5K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.69K- 3.04% |
$136K - $137K
|
85.9K
$4.34M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.03K- 1.7% |
$102K - $103K
|
118K
$5.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.95K- 13.24% |
$98K - $98.8K
|
12.7K
$644K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.86K- 3.12% |
$93.7K - $94.4K
|
57.8K
$2.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.69K- 28.88% |
$85.1K - $85.7K
|
4.16K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 11.35% |
$75.4K - $75.9K
|
11.7K
$590K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.43K- 1.52% |
$72K - $72.6K
|
92.6K
$4.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.17K- 3.45% |
$59K - $59.4K
|
32.8K
$1.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-1.05K- 15.9% |
$52.8K - $53.2K
|
5.55K
$280K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-851- 13.43% |
$42.9K - $43.2K
|
5.49K
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-835- 13.85% |
$42.1K - $42.4K
|
5.19K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-700- 21.85% |
$35.3K - $35.5K
|
2.5K
$126K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-656- 4.18% |
$33K - $33.3K
|
15K
$759K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-646- 2.29% |
$32.5K - $32.8K
|
27.6K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-645- 8.06% |
$32.5K - $32.7K
|
7.36K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-622- 7.12% |
$31.3K - $31.6K
|
8.11K
$409K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-548- 93.36% |
$27.6K - $27.8K
|
39
$1.97K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-453- 67.92% |
$22.8K - $23K
|
214
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-328- 5.29% |
$16.5K - $16.6K
|
5.87K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-313- 7.5% |
$15.8K - $15.9K
|
3.86K
$195K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-254- 3.96% |
$12.8K - $12.9K
|
6.16K
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-240- 2.29% |
$12.1K - $12.2K
|
10.2K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-216- 1.12% |
$10.9K - $11K
|
19K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-172- 58.9% |
$8.66K - $8.73K
|
120
$6.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-63- 1.54% |
$3.17K - $3.2K
|
4.03K
$203K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-466K- 30.77% |
$23.5M - $23.6M
|
1.05M
$52.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-65.1K- 3.73% |
$3.29M - $3.3M
|
1.68M
$84.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-47.6K- 77.55% |
$2.4M - $2.42M
|
13.8K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.18K- 22.06% |
$262K - $263K
|
18.3K
$925K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.37K- 18.28% |
$170K - $171K
|
15K
$760K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3K- 34.48% |
$151K - $152K
|
5.7K
$288K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-440- 4.24% |
$22.2K - $22.3K
|
9.95K
$502K
|
|