Purchases and Sales Made in Q1 2023 in Ishares Treasury Floating Rate (TFLO)

TFLO Quotes by TradingView

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 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
3.66K
+ 76.1%
$184K - $185K
8.46K $427K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
3.47K
+ 12.31%
$175K - $176K
31.7K $1.6M
May 09, 2023 Q1 2023
Titan Capital Management, LLC

BUY
 -
2.45K
+ 0.9%
$123K - $124K
275K $13.9M
May 08, 2023 Q1 2023
South State Corp

BUY
 -
2.11K
New
$106K - $107K
2.11K $107K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
2.05K
+ 2.48%
$103K - $103K
84.6K $4.27M
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
2K
+ 27.59%
$101K - $101K
9.25K $467K
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
1.88K
+ 19.36%
$94.6K - $95K
11.6K $584K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.81K
New
$91K - $91.4K
1.81K $91.1K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
1.73K
+ 3.21%
$87.2K - $87.6K
55.6K $2.8M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.6K
+ 2.29%
$80.4K - $80.7K
71.2K $3.59M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
1.34K
+ 5.05%
$67.5K - $67.7K
27.9K $1.41M
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.11K
+ 20.8%
$56.1K - $56.4K
6.47K $326K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
1.04K
+ 1.02%
$52.3K - $52.5K
103K $5.18M
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
1K
+ 2.16%
$50.4K - $50.6K
47.2K $2.38M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
987
+ 124.46%
$49.7K - $49.9K
1.78K $89.8K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
862
+ 32.09%
$43.4K - $43.6K
3.55K $179K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
702
+ 4.91%
$35.4K - $35.5K
15K $757K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
702
+ 4.91%
$35.4K - $35.5K
15K $757K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
612
+ 0.29%
$30.8K - $31K
214K $10.8M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
607
New
$30.6K - $30.7K
607 $30.6K
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
539
+ 1.7%
$27.2K - $27.3K
32.2K $1.63M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
483
New
$24.3K - $24.4K
483 $24.4K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
476
New
$24K - $24.1K
476 $24K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
448
+ 1.18%
$22.6K - $22.7K
38.3K $1.93M
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
394
+ 11.74%
$19.9K - $19.9K
3.75K $189K
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
299
+ 6.69%
$15.1K - $15.1K
4.77K $241K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
295
+ 4.64%
$14.9K - $14.9K
6.65K $335K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
212
+ 1.65%
$10.7K - $10.7K
13.1K $658K
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
176
+ 1.3%
$8.87K - $8.9K
13.7K $693K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
89
New
$4.48K - $4.5K
89 $4.49K
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

BUY
 -
69
+ 3.75%
$3.48K - $3.49K
1.91K $96.3K
May 15, 2023 Q1 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
36
+ 0.72%
$1.81K - $1.82K
5.04K $254K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
24
New
$1.21K - $1.21K
24 $1.21K
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
14
+ 0.26%
$705 - $708
5.35K $270K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
13
+ 0.32%
$655 - $658
4.11K $207K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3
New
$151 - $152
3 $151
Apr 05, 2023 Q1 2023
Bts Asset Management, Inc.

SELL
 -
-1
- 0.01%
$50.4 - $50.6
10.7K $538K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-8
- 5.13%
$403 - $405
148 $7.47K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-43
Closed
$2.17K - $2.18K
0 $0
May 09, 2023 Q1 2023
Bigelow Investment Advisors, LLC

SELL
 -
-60
- 0.49%
$3.02K - $3.04K
12.3K $619K
Apr 24, 2023 Q1 2023
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-60
- 1.99%
$3.02K - $3.04K
2.96K $149K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-144
- 1.38%
$7.26K - $7.28K
10.3K $520K
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

SELL
 -
-375
- 4.29%
$18.9K - $19K
8.38K $422K
Apr 18, 2023 Q1 2023
Insight Folios Inc

SELL
 -
-717
- 8.57%
$36.1K - $36.3K
7.65K $386K
Apr 17, 2023 Q1 2023
Vishria Bird Financial Group, LLC

SELL
 -
-796
- 0.54%
$40.1K - $40.3K
147K $7.4M
May 11, 2023 Q1 2023
Core Wealth Partners LLC

Santa Rosa, CA
SELL
 -
-898
- 1.23%
$45.3K - $45.4K
71.8K $3.62M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

SELL
 -
-1.55K
- 17.18%
$78.1K - $78.4K
7.47K $377K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.74K
- 4.82%
$87.5K - $87.9K
34.3K $1.73M
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-3.1K
- 25.99%
$156K - $157K
8.83K $445K

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