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 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22.1K- 27.91% |
$1.12M - $1.12M
|
57.1K
$2.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23.2K- 97.41% |
$1.17M - $1.18M
|
618
$31.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-23.3K- 36.01% |
$1.18M - $1.18M
|
41.4K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-23.5K- 83.43% |
$1.19M - $1.19M
|
4.67K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24K- 41.06% |
$1.21M - $1.22M
|
34.5K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-24.2K- 12.46% |
$1.22M - $1.22M
|
170K
$8.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-25.3K- 39.25% |
$1.28M - $1.29M
|
39.2K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-26.2K- 8.86% |
$1.32M - $1.33M
|
269K
$13.6M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-28.8K- 73.42% |
$1.46M - $1.46M
|
10.4K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29.6K- 31.73% |
$1.49M - $1.5M
|
63.7K
$3.22M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29.6K- 70.85% |
$1.49M - $1.5M
|
12.2K
$616K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.7K- 79.05% |
$1.5M - $1.5M
|
7.86K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.9K- 52.77% |
$1.56M - $1.57M
|
27.7K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.6K- 47.63% |
$1.59M - $1.6M
|
34.7K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32.9K- 65.28% |
$1.66M - $1.67M
|
17.5K
$884K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-33K- 7.08% |
$1.67M - $1.68M
|
434K
$21.9M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33.6K- 96.5% |
$1.7M - $1.7M
|
1.22K
$61.5K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-34.3K- 54.14% |
$1.73M - $1.74M
|
29K
$1.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-34.7K- 26.73% |
$1.75M - $1.76M
|
95.1K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.9K- 2.62% |
$1.86M - $1.87M
|
1.37M
$69.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-38.2K- 89.76% |
$1.93M - $1.93M
|
4.36K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-39.3K- 64.21% |
$1.98M - $1.99M
|
21.9K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-39.4K- 88.34% |
$1.99M - $2M
|
5.19K
$262K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.1K- 3.58% |
$2.17M - $2.18M
|
1.16M
$58.6M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-44K- 62.28% |
$2.22M - $2.23M
|
26.6K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-44.9K- 77.95% |
$2.26M - $2.27M
|
12.7K
$641K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-46.1K- 85.71% |
$2.33M - $2.34M
|
7.68K
$388K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-46.4K- 2.32% |
$2.34M - $2.35M
|
1.96M
$98.9M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-53.1K- 61.58% |
$2.68M - $2.69M
|
33.2K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-53.2K- 89.17% |
$2.68M - $2.7M
|
6.46K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-53.3K- 37.98% |
$2.69M - $2.7M
|
87K
$4.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-53.5K- 11.32% |
$2.7M - $2.71M
|
419K
$21.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-53.6K- 88.86% |
$2.71M - $2.72M
|
6.72K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-54.5K- 88.09% |
$2.75M - $2.76M
|
7.37K
$372K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-55.7K- 40.67% |
$2.81M - $2.82M
|
81.2K
$4.1M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-61.4K- 12.83% |
$3.1M - $3.11M
|
417K
$21.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-61.9K- 56.98% |
$3.12M - $3.14M
|
46.7K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62.4K- 98.07% |
$3.15M - $3.17M
|
1.23K
$62.1K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-63.2K- 55.89% |
$3.19M - $3.21M
|
49.9K
$2.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-67K- 94.18% |
$3.38M - $3.39M
|
4.14K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-67.7K- 47.97% |
$3.42M - $3.43M
|
73.4K
$3.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-73.8K- 30.74% |
$3.72M - $3.74M
|
166K
$8.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-75.7K- 31.84% |
$3.82M - $3.84M
|
162K
$8.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-79.1K- 65.1% |
$3.99M - $4.01M
|
42.4K
$2.14M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-79.8K- 99.98% |
$4.03M - $4.04M
|
17
$859
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-82.4K- 75.08% |
$4.16M - $4.18M
|
27.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-84.8K- 86.31% |
$4.28M - $4.3M
|
13.5K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-91.7K- 62.99% |
$4.63M - $4.65M
|
53.8K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-92K- 76.27% |
$4.64M - $4.66M
|
28.6K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-92.2K- 91.48% |
$4.65M - $4.67M
|
8.59K
$434K
|