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 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.77K- 8.24% |
$139K - $140K
|
30.8K
$1.56M
|
|
|
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
$591K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.43K- 1.52% |
$72K - $72.6K
|
92.6K
$4.68M
|
|
|
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
$281K
|
|
|
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
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-700- 21.85% |
$35.3K - $35.5K
|
2.5K
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-656- 4.18% |
$33K - $33.3K
|
15K
$760K
|
|
|
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
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-622- 7.12% |
$31.3K - $31.6K
|
8.11K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-581- 0.42% |
$29.3K - $29.5K
|
136K
$6.89M
|
|
|
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
$297K
|
|
|
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
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-228- 2.51% |
$11.5K - $11.6K
|
8.85K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-216- 1.12% |
$10.9K - $11K
|
19K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-172- 58.9% |
$8.66K - $8.73K
|
120
$6.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-63- 1.54% |
$3.17K - $3.2K
|
4.03K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-6- 0.01% |
$302 - $305
|
87K
$4.4M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-466K- 30.77% |
$23.5M - $23.6M
|
1.05M
$53M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-65.1K- 3.73% |
$3.29M - $3.3M
|
1.68M
$85M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-47.6K- 77.55% |
$2.4M - $2.42M
|
13.8K
$697K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.18K- 22.06% |
$262K - $263K
|
18.3K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.37K- 18.28% |
$170K - $171K
|
15K
$761K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3K- 34.48% |
$151K - $152K
|
5.7K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.74K- 36.89% |
$138K - $139K
|
4.69K
$237K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-440- 4.24% |
$22.2K - $22.3K
|
9.95K
$503K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-407- 3.92% |
$20.5K - $20.7K
|
9.98K
$504K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-146- 50.34% |
$7.37K - $7.41K
|
144
$7.28K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-39- 33.33% |
$1.97K - $1.98K
|
78
$3.94K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Titan Capital Management, LLC
|
SELL
|
- |
-270K- 98.27% |
$13.6M - $13.7M
|
4.75K
$240K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-136K- 17.28% |
$6.86M - $6.89M
|
651K
$32.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-38.3K- 83.19% |
$1.93M - $1.94M
|
7.74K
$391K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.93K- 4.4% |
$198K - $199K
|
85.5K
$4.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.72K- 38.19% |
$137K - $138K
|
4.4K
$223K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-720- 2.83% |
$36.3K - $36.5K
|
24.7K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-626- 12.75% |
$31.6K - $31.7K
|
4.28K
$217K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-355K- 98.89% |
$17.9M - $18M
|
3.97K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-116K- 97.54% |
$5.84M - $5.86M
|
2.92K
$148K
|
|