Purchases and Sales Made in Q1 2023 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TREASURY FLOATING RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.46M+ 1760.6% |
$124M - $124M
|
2.6M
$131M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.56M+ 288.29% |
$78.6M - $78.9M
|
2.1M
$106M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.54MNew |
$77.4M - $77.7M
|
1.54M
$77.5M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
1.38MNew |
$69.7M - $70M
|
1.38M
$69.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.31MNew |
$65.9M - $66.1M
|
1.31M
$65.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08M+ 46.8% |
$54.4M - $54.6M
|
3.39M
$171M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.06MNew |
$53.2M - $53.4M
|
1.06M
$53.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
991K+ 30.08% |
$49.9M - $50.1M
|
4.28M
$216M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
878K+ 80.41% |
$44.3M - $44.4M
|
1.97M
$99.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
795K+ 67507.13% |
$40.1M - $40.2M
|
796K
$40.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
780K+ 81.78% |
$39.3M - $39.5M
|
1.73M
$87.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
742K+ 26.36% |
$37.4M - $37.5M
|
3.56M
$179M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
570K+ 123.31% |
$28.7M - $28.9M
|
1.03M
$52.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
550K+ 502.45% |
$27.7M - $27.8M
|
660K
$33.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
490K+ 165.16% |
$24.7M - $24.8M
|
787K
$39.7M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
362K+ 221.32% |
$18.3M - $18.3M
|
526K
$26.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
354K+ 82.63% |
$17.9M - $17.9M
|
783K
$39.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
324K+ 64.66% |
$16.3M - $16.4M
|
824K
$41.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
305K+ 16.56% |
$15.4M - $15.4M
|
2.15M
$108M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
282KNew |
$14.2M - $14.2M
|
282K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
278K+ 25.66% |
$14M - $14M
|
1.36M
$68.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
248K+ 101890.12% |
$12.5M - $12.5M
|
248K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
236K+ 45.87% |
$11.9M - $11.9M
|
749K
$37.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
227KNew |
$11.5M - $11.5M
|
227K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
224K+ 278.0% |
$11.3M - $11.3M
|
305K
$15.4M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
223K+ 79.99% |
$11.2M - $11.3M
|
501K
$25.3M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
216K+ 429.04% |
$10.9M - $10.9M
|
267K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
201KNew |
$10.1M - $10.1M
|
201K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
198K+ 171.22% |
$9.96M - $10M
|
313K
$15.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
194KNew |
$9.76M - $9.8M
|
194K
$9.77M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
185K+ 97.21% |
$9.34M - $9.38M
|
376K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
185KNew |
$9.33M - $9.36M
|
185K
$9.34M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182K+ 3.64% |
$9.15M - $9.19M
|
5.17M
$261M
|
|
|
May 12, 2023
Q1 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
179KNew |
$8.99M - $9.03M
|
179K
$9M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
170KNew |
$8.56M - $8.59M
|
170K
$8.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
164K+ 129.52% |
$8.25M - $8.28M
|
290K
$14.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
149K+ 115.27% |
$7.51M - $7.54M
|
278K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
146K+ 16.36% |
$7.36M - $7.39M
|
1.04M
$52.4M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
146K+ 16.36% |
$7.36M - $7.39M
|
1.04M
$52.4M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
135KNew |
$6.79M - $6.82M
|
135K
$6.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
132K+ 202.28% |
$6.67M - $6.69M
|
198K
$9.97M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 8326.43% |
$6.51M - $6.53M
|
131K
$6.59M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
127K+ 92.49% |
$6.39M - $6.41M
|
264K
$13.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
121KNew |
$6.09M - $6.11M
|
121K
$6.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
116K+ 2428.14% |
$5.83M - $5.85M
|
120K
$6.08M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
114K+ 19.59% |
$5.73M - $5.76M
|
695K
$35M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
109K+ 9.59% |
$5.5M - $5.52M
|
1.25M
$62.9M
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
103KNew |
$5.19M - $5.21M
|
103K
$5.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
101K+ 10.75% |
$5.11M - $5.13M
|
1.04M
$52.6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.1K+ 40.2% |
$4.94M - $4.96M
|
342K
$17.3M
|