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 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
232+ 5.67% |
$11.7K - $11.8K
|
4.32K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
200+ 0.87% |
$10.1K - $10.1K
|
23.3K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
175+ 0.75% |
$8.83K - $8.87K
|
23.5K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
140+ 0.83% |
$7.07K - $7.1K
|
17.1K
$863K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
131+ 0.49% |
$6.61K - $6.64K
|
26.7K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
126+ 8.72% |
$6.36K - $6.39K
|
1.57K
$79.4K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
110+ 0.09% |
$5.55K - $5.58K
|
119K
$6M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 66.67% |
$5.05K - $5.07K
|
250
$12.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.92% |
$3.68K - $3.7K
|
8K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
70+ 0.92% |
$3.53K - $3.55K
|
7.7K
$389K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
57+ 0.12% |
$2.88K - $2.89K
|
48K
$2.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50New |
$2.52K - $2.54K
|
50
$2.53K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 36.0% |
$1.82K - $1.83K
|
136
$6.87K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
33+ 0.78% |
$1.67K - $1.67K
|
4.27K
$215K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
26+ 0.09% |
$1.31K - $1.32K
|
30.1K
$1.52M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24+ 11.43% |
$1.21K - $1.22K
|
234
$11.8K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
21New |
$1.06K - $1.06K
|
21
$1.06K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
19+ 0.37% |
$959 - $963
|
5.22K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 0.39% |
$353 - $355
|
1.8K
$90.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
7New |
$353 - $355
|
7
$354
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6New |
$303 - $304
|
6
$303
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 3.25% |
$202 - $203
|
127
$6.42K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$101 - $101
|
2
$101
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$50.5 - $50.7
|
1
$50.5
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 0.31% |
$1.62K - $1.62K
|
10.1K
$512K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-32- 6.11% |
$1.62K - $1.62K
|
492
$24.9K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-37- 0.29% |
$1.87K - $1.88K
|
12.6K
$638K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-79- 1.02% |
$3.99K - $4.01K
|
7.67K
$388K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-86- 0.24% |
$4.34K - $4.36K
|
35.4K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-100- 0.05% |
$5.05K - $5.07K
|
211K
$10.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-119- 96.75% |
$6.01K - $6.03K
|
4
$202
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-120- 0.09% |
$6.06K - $6.08K
|
133K
$6.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-123- 0.82% |
$6.21K - $6.24K
|
14.8K
$749K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-170- 0.69% |
$8.58K - $8.62K
|
24.4K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-190- 79.83% |
$9.59K - $9.63K
|
48
$2.42K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-232- 23.11% |
$11.7K - $11.8K
|
772
$39K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-265- 0.65% |
$13.4K - $13.4K
|
40.2K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-286- 8.7% |
$14.4K - $14.5K
|
3K
$152K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-301- 2.01% |
$15.2K - $15.3K
|
14.7K
$740K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-343- 17.74% |
$17.3K - $17.4K
|
1.59K
$80.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-348Closed |
$17.6K - $17.6K
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-419- 29.57% |
$21.1K - $21.2K
|
998
$50.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-555- 7.68% |
$28K - $28.1K
|
6.68K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-568- 2.72% |
$28.7K - $28.8K
|
20.3K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-601- 9.13% |
$30.3K - $30.5K
|
5.98K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-630- 1.76% |
$31.8K - $31.9K
|
35.2K
$1.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
SELL
|
- |
-683- 1.15% |
$34.5K - $34.6K
|
58.6K
$2.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-753- 14.54% |
$38K - $38.2K
|
4.43K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-778- 1.34% |
$39.3K - $39.4K
|
57.2K
$2.89M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-779- 9.25% |
$39.3K - $39.5K
|
7.64K
$386K
|