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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
87K+ 95.85% |
$4.38M - $4.4M
|
178K
$8.97M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
83.6K+ 247.17% |
$4.21M - $4.23M
|
117K
$5.92M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
81.8K+ 728.65% |
$4.12M - $4.14M
|
93K
$4.69M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
81.2K+ 7.85% |
$4.09M - $4.11M
|
1.12M
$56.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77.6K+ 24.28% |
$3.91M - $3.93M
|
397K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
69.3K+ 73.2% |
$3.49M - $3.5M
|
164K
$8.27M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
63.9KNew |
$3.22M - $3.23M
|
63.9K
$3.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
63.7K+ 69.35% |
$3.21M - $3.22M
|
155K
$7.84M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
62.2KNew |
$3.14M - $3.15M
|
62.2K
$3.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
60.1KNew |
$3.03M - $3.04M
|
60.1K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.7KNew |
$2.96M - $2.97M
|
58.7K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55.1K+ 225.3% |
$2.78M - $2.79M
|
79.6K
$4.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
55KNew |
$2.77M - $2.78M
|
55K
$2.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.2K+ 3.0% |
$2.68M - $2.69M
|
1.83M
$92.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.8K+ 32562.82% |
$2.56M - $2.57M
|
51K
$2.57M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49KNew |
$2.47M - $2.48M
|
49K
$2.47M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
48.4K+ 86.12% |
$2.44M - $2.45M
|
105K
$5.28M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
48.1KNew |
$2.42M - $2.43M
|
48.1K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
46.8K+ 46.5% |
$2.36M - $2.37M
|
147K
$7.44M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
46.4K+ 21.03% |
$2.34M - $2.35M
|
267K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
46.1KNew |
$2.32M - $2.33M
|
46.1K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
45.1K+ 3.95% |
$2.27M - $2.28M
|
1.19M
$59.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
45K+ 354.86% |
$2.27M - $2.28M
|
57.7K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
41.2K+ 85.55% |
$2.08M - $2.09M
|
89.4K
$4.51M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
39.4K+ 28.9% |
$1.98M - $1.99M
|
176K
$8.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
39KNew |
$1.96M - $1.97M
|
39K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
39KNew |
$1.96M - $1.97M
|
39K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
37.6K+ 181.42% |
$1.89M - $1.9M
|
58.3K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.8K+ 31.33% |
$1.81M - $1.81M
|
150K
$7.57M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
35.8K+ 717.05% |
$1.8M - $1.81M
|
40.7K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.4K+ 35714.14% |
$1.78M - $1.79M
|
35.5K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.7K+ 29.11% |
$1.75M - $1.76M
|
154K
$7.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
34.3K+ 189.14% |
$1.73M - $1.73M
|
52.4K
$2.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.2K+ 36.76% |
$1.72M - $1.73M
|
127K
$6.42M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.9K+ 17.09% |
$1.71M - $1.72M
|
232K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 47.42% |
$1.71M - $1.71M
|
105K
$5.32M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
33.7KNew |
$1.7M - $1.7M
|
33.7K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32.9K+ 13.47% |
$1.66M - $1.67M
|
277K
$14M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
32.7K+ 8.91% |
$1.65M - $1.65M
|
400K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
32.1KNew |
$1.62M - $1.62M
|
32.1K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
30.5K+ 13.69% |
$1.54M - $1.54M
|
253K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.4K+ 142.71% |
$1.53M - $1.54M
|
51.7K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
29.3KNew |
$1.48M - $1.48M
|
29.3K
$1.48M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
29.3KNew |
$1.48M - $1.48M
|
29.3K
$1.48M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
28.7KNew |
$1.45M - $1.45M
|
28.7K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
26.1K+ 5.78% |
$1.31M - $1.32M
|
477K
$24.1M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25.3KNew |
$1.27M - $1.28M
|
25.3K
$1.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.8KNew |
$1.25M - $1.25M
|
24.8K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
24.3K+ 7.17% |
$1.23M - $1.23M
|
364K
$18.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
23K+ 3.62% |
$1.16M - $1.16M
|
658K
$33.2M
|