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 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.1K+ 12.12% |
$1.12M - $1.12M
|
205K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
21K+ 58.18% |
$1.06M - $1.06M
|
57K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$1.05M - $1.06M
|
20.9K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20.6KNew |
$1.04M - $1.04M
|
20.6K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.5KNew |
$983K - $987K
|
19.5K
$984K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
19.1K+ 108.28% |
$964K - $967K
|
36.8K
$1.86M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
19.1K+ 4.75% |
$960K - $964K
|
420K
$21.2M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18.8K+ 50.51% |
$946K - $950K
|
56K
$2.82M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.9K+ 10.91% |
$849K - $852K
|
171K
$8.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
15.9K+ 2.5% |
$803K - $806K
|
654K
$33M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
15.6K+ 2.18% |
$787K - $790K
|
733K
$37M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.1K+ 107.14% |
$761K - $764K
|
29.2K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
13.7K+ 110.07% |
$690K - $693K
|
26.1K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 10.12% |
$689K - $691K
|
149K
$7.5M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
12.6KNew |
$634K - $637K
|
12.6K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.4K+ 244.35% |
$627K - $629K
|
17.5K
$884K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
12.3KNew |
$618K - $620K
|
12.3K
$619K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
12.1K+ 215.13% |
$608K - $610K
|
17.7K
$891K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.5K+ 8.58% |
$580K - $583K
|
146K
$7.35M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.4KNew |
$574K - $576K
|
11.4K
$574K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11.3KNew |
$571K - $573K
|
11.3K
$572K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.1K+ 24.51% |
$557K - $559K
|
56.1K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11K+ 122.14% |
$554K - $556K
|
20K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$535K - $537K
|
10.6K
$536K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.95KNew |
$501K - $503K
|
9.95K
$502K
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
9.9KNew |
$499K - $501K
|
9.9K
$499K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.78K+ 96.44% |
$493K - $495K
|
19.9K
$1.01M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9.52K+ 11.25% |
$480K - $482K
|
94.2K
$4.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
8.96KNew |
$451K - $453K
|
8.96K
$452K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
8.61KNew |
$434K - $436K
|
8.61K
$434K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
8.5K+ 30.58% |
$428K - $430K
|
36.3K
$1.83M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.43KNew |
$425K - $426K
|
8.43K
$425K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.35KNew |
$421K - $423K
|
8.35K
$421K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.14K+ 355.09% |
$410K - $412K
|
10.4K
$526K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.44KNew |
$375K - $376K
|
7.44K
$375K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.36K+ 10.25% |
$371K - $372K
|
79.2K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.23K+ 314.76% |
$364K - $366K
|
9.53K
$481K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.16K+ 98.08% |
$361K - $362K
|
14.5K
$730K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.15KNew |
$360K - $362K
|
7.15K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.12KNew |
$359K - $360K
|
7.12K
$359K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.8K+ 15.14% |
$343K - $344K
|
51.7K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
6.63K+ 19.39% |
$334K - $335K
|
40.8K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.4K+ 13.72% |
$322K - $324K
|
53K
$2.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.36K+ 191.08% |
$321K - $322K
|
9.69K
$489K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.59KNew |
$282K - $283K
|
5.59K
$282K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
5.48K+ 7.19% |
$276K - $277K
|
81.7K
$4.12M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
5.16K+ 26.29% |
$260K - $261K
|
24.8K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.11K+ 27.35% |
$258K - $259K
|
23.8K
$1.2M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.91KNew |
$247K - $248K
|
4.91K
$248K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.62K+ 30.94% |
$233K - $234K
|
19.6K
$987K
|