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 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.09K+ 3.25% |
$206K - $207K
|
130K
$6.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.84K+ 51.49% |
$194K - $195K
|
11.3K
$571K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.73K+ 56.91% |
$188K - $189K
|
10.3K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.55K+ 1.66% |
$179K - $180K
|
217K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.46K+ 68.32% |
$175K - $176K
|
8.53K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.45K+ 14.67% |
$174K - $175K
|
27K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.17K+ 492.86% |
$160K - $161K
|
3.82K
$193K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.15K+ 18.82% |
$159K - $160K
|
19.9K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.09KNew |
$156K - $156K
|
3.09K
$156K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.96K+ 1.17% |
$150K - $150K
|
257K
$13M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.59K+ 29.06% |
$131K - $131K
|
11.5K
$582K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.46K+ 27.37% |
$124K - $125K
|
11.5K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$121K - $121K
|
2.39K
$121K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.34K+ 891.98% |
$118K - $118K
|
2.6K
$131K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.32K+ 30.45% |
$117K - $117K
|
9.92K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.25K+ 0.71% |
$114K - $114K
|
320K
$16.2M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.18K+ 2.54% |
$110K - $111K
|
88.1K
$4.45M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.13K+ 29.66% |
$108K - $108K
|
9.32K
$471K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.13K+ 75.5% |
$107K - $108K
|
4.94K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.95K+ 11.45% |
$98.2K - $98.7K
|
18.9K
$957K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.94K+ 31.45% |
$98K - $98.5K
|
8.12K
$410K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.9K+ 10.54% |
$96K - $96.5K
|
20K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.8K+ 4.45% |
$91K - $91.4K
|
42.3K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.65K+ 5.32% |
$83.4K - $83.8K
|
32.7K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.65KNew |
$83.1K - $83.5K
|
1.65K
$83.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.48K+ 17.84% |
$74.8K - $75.1K
|
9.79K
$495K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.48K+ 28.37% |
$74.7K - $75K
|
6.7K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.32KNew |
$66.8K - $67.1K
|
1.32K
$66.8K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 8.68% |
$65.7K - $66K
|
16.3K
$823K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.3K+ 8.92% |
$65.6K - $65.9K
|
15.9K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.16K+ 27.05% |
$58.3K - $58.6K
|
5.43K
$274K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.15K+ 1.19% |
$57.8K - $58.1K
|
97.8K
$4.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
992+ 10.21% |
$50.1K - $50.3K
|
10.7K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
929+ 0.92% |
$46.9K - $47.1K
|
102K
$5.17M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
871+ 0.63% |
$44K - $44.2K
|
140K
$7.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
851+ 35.12% |
$42.9K - $43.1K
|
3.27K
$165K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
800New |
$40.4K - $40.6K
|
800
$40.4K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
683+ 12.01% |
$34.5K - $34.6K
|
6.37K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
663+ 0.14% |
$33.5K - $33.6K
|
468K
$23.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
606+ 7.05% |
$30.6K - $30.7K
|
9.2K
$465K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
567+ 14.25% |
$28.6K - $28.7K
|
4.55K
$230K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
556+ 0.39% |
$28.1K - $28.2K
|
145K
$7.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
530+ 12.44% |
$26.7K - $26.9K
|
4.79K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
407+ 3.0% |
$20.5K - $20.6K
|
14K
$705K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
383New |
$19.3K - $19.4K
|
383
$19.3K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
379New |
$19.1K - $19.2K
|
379
$19.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
318+ 12.91% |
$16K - $16.1K
|
2.78K
$140K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$15.1K - $15.2K
|
300
$15.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
291+ 111.07% |
$14.7K - $14.8K
|
553
$27.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
260+ 5.92% |
$13.1K - $13.2K
|
4.65K
$235K
|