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 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
26KNew |
$1.31M - $1.32M
|
26K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
25.9K+ 245.42% |
$1.31M - $1.31M
|
36.4K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25.3K+ 332.38% |
$1.28M - $1.28M
|
32.9K
$1.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
25KNew |
$1.26M - $1.27M
|
25K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
24.5KNew |
$1.24M - $1.24M
|
24.5K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
23.8KNew |
$1.2M - $1.21M
|
23.8K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
23.5K+ 5.39% |
$1.18M - $1.19M
|
459K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.9K+ 325.27% |
$1.15M - $1.16M
|
29.9K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.4K+ 12.99% |
$1.08M - $1.09M
|
187K
$9.42M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.6K+ 109.73% |
$1.04M - $1.04M
|
39.3K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.1K+ 6.16% |
$1.01M - $1.02M
|
346K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.9KNew |
$1.01M - $1.01M
|
19.9K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
19.2KNew |
$969K - $973K
|
19.2K
$970K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.8K+ 11.21% |
$950K - $954K
|
187K
$9.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18.2K+ 103.69% |
$919K - $923K
|
35.8K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18K+ 214.88% |
$910K - $914K
|
26.4K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
18K+ 60.07% |
$910K - $914K
|
48K
$2.43M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
17.7K+ 9.03% |
$894K - $898K
|
214K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.7K+ 210.91% |
$893K - $897K
|
26.1K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
16.5K+ 16.97% |
$833K - $837K
|
114K
$5.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15.3K+ 68.18% |
$771K - $774K
|
37.7K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.3K+ 30.02% |
$722K - $726K
|
62K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.5KNew |
$681K - $684K
|
13.5K
$682K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13.4K+ 117.65% |
$678K - $682K
|
24.9K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 83.74% |
$647K - $650K
|
28.1K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.8K+ 14.93% |
$597K - $600K
|
91.1K
$4.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
10.2K+ 1.39% |
$515K - $518K
|
747K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.1K+ 21.16% |
$511K - $513K
|
58K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.62KNew |
$485K - $488K
|
9.62K
$486K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.33K+ 5.94% |
$471K - $473K
|
167K
$8.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.17K+ 10.76% |
$463K - $465K
|
94.4K
$4.77M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.81K+ 7.28% |
$445K - $447K
|
130K
$6.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.75K+ 12.19% |
$442K - $444K
|
80.6K
$4.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.75K+ 28.21% |
$391K - $393K
|
35.2K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$373K - $375K
|
7.4K
$374K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.05K+ 36.32% |
$356K - $357K
|
26.5K
$1.34M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.8K+ 54.68% |
$343K - $345K
|
19.2K
$972K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.61K+ 55.4% |
$334K - $335K
|
18.5K
$937K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.47KNew |
$327K - $328K
|
6.47K
$327K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.31K+ 110.88% |
$318K - $320K
|
12K
$606K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.11K+ 68.46% |
$308K - $310K
|
15K
$760K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.91KNew |
$298K - $300K
|
5.91K
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.79KNew |
$292K - $294K
|
5.79K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
5.69KNew |
$287K - $288K
|
5.69K
$287K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
5.48K+ 5.47% |
$277K - $278K
|
106K
$5.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.43KNew |
$274K - $276K
|
5.43K
$275K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.9KNew |
$247K - $248K
|
4.9K
$247K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.88K+ 77.41% |
$246K - $247K
|
11.2K
$565K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.25K+ 31.22% |
$214K - $215K
|
17.8K
$902K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.23K+ 0.51% |
$214K - $215K
|
838K
$42.3M
|