Purchases and Sales Made in Q1 2024 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.1M+ 160.29% |
$55.3M - $55.5M
|
1.78M
$89.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
559K+ 14.05% |
$28.2M - $28.3M
|
4.54M
$229M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
386K+ 37.84% |
$19.5M - $19.6M
|
1.4M
$71M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
249KNew |
$12.6M - $12.6M
|
249K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
248KNew |
$12.5M - $12.6M
|
248K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
246K+ 539.2% |
$12.4M - $12.5M
|
292K
$14.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
233K+ 780.37% |
$11.7M - $11.8M
|
262K
$13.3M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
150K+ 4253.29% |
$7.56M - $7.6M
|
153K
$7.75M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
148K+ 1573.47% |
$7.45M - $7.48M
|
157K
$7.93M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
113K+ 8.78% |
$5.68M - $5.71M
|
1.39M
$70.5M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
104K+ 7.07% |
$5.24M - $5.27M
|
1.57M
$79.5M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
103KNew |
$5.18M - $5.2M
|
103K
$5.19M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
88K+ 20.68% |
$4.44M - $4.46M
|
514K
$25.9M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
87.8K+ 29.91% |
$4.43M - $4.45M
|
381K
$19.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
78.8K+ 6.27% |
$3.97M - $3.99M
|
1.33M
$67.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
70.6K+ 80.99% |
$3.57M - $3.58M
|
158K
$7.98M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67.9K+ 228.8% |
$3.42M - $3.44M
|
97.5K
$4.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
65.3K+ 29.41% |
$3.29M - $3.31M
|
287K
$14.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
64.7K+ 161.88% |
$3.26M - $3.28M
|
105K
$5.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63.1K+ 164.89% |
$3.19M - $3.2M
|
101K
$5.12M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
62.6K+ 63.85% |
$3.16M - $3.17M
|
161K
$8.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
59.8KNew |
$3.02M - $3.03M
|
59.8K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
59.6KNew |
$3.01M - $3.02M
|
59.6K
$3.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
58.7K+ 15.01% |
$2.96M - $2.98M
|
450K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
56.8K+ 26.18% |
$2.87M - $2.88M
|
274K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
56.8KNew |
$2.86M - $2.88M
|
56.8K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
53.9K+ 156.41% |
$2.72M - $2.73M
|
88.4K
$4.46M
|
|
|
May 01, 2024
Q1 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
53.2K+ 12.23% |
$2.69M - $2.7M
|
489K
$24.7M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
51.5K+ 63.64% |
$2.6M - $2.61M
|
133K
$6.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.6K+ 10.02% |
$2.5M - $2.51M
|
545K
$27.5M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
49.5K+ 378.58% |
$2.5M - $2.51M
|
62.5K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
48K+ 5.04% |
$2.42M - $2.44M
|
1M
$50.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.3K+ 64.02% |
$2.34M - $2.35M
|
119K
$5.99M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
43.1K+ 6.27% |
$2.17M - $2.18M
|
731K
$36.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
43.1KNew |
$2.17M - $2.18M
|
43.1K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
41.2K+ 10.33% |
$2.08M - $2.09M
|
440K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.4KNew |
$1.99M - $2M
|
39.4K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38KNew |
$1.92M - $1.93M
|
38K
$1.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
37.9KNew |
$1.91M - $1.92M
|
37.9K
$1.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
35.7K+ 3.25% |
$1.8M - $1.81M
|
1.14M
$57.4M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
34.7K+ 127.81% |
$1.75M - $1.76M
|
61.9K
$3.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.2KNew |
$1.73M - $1.74M
|
34.2K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
34KNew |
$1.71M - $1.72M
|
34K
$1.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
33.8K+ 3.59% |
$1.71M - $1.71M
|
976K
$49.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
31.7K+ 203.98% |
$1.6M - $1.61M
|
47.2K
$2.38M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
30.1K+ 26.33% |
$1.52M - $1.52M
|
144K
$7.29M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
29.8K+ 476.05% |
$1.5M - $1.51M
|
36K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
28.6K+ 219.24% |
$1.44M - $1.45M
|
41.6K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.8K+ 3.24% |
$1.4M - $1.41M
|
884K
$44.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
27KNew |
$1.36M - $1.37M
|
27K
$1.36M
|