Purchases and Sales Made in Q1 2025 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q1 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
975K+ 18.49% |
$49.2M - $49.4M
|
6.25M
$315M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
650K+ 1029.64% |
$32.8M - $32.9M
|
713K
$36M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
529KNew |
$26.7M - $26.8M
|
529K
$26.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
454K+ 22087.88% |
$22.9M - $23M
|
456K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
441K+ 24.18% |
$22.3M - $22.4M
|
2.27M
$114M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
418KNew |
$21.1M - $21.2M
|
418K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
271K+ 457.93% |
$13.7M - $13.7M
|
330K
$16.7M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
243K+ 15.47% |
$12.3M - $12.3M
|
1.81M
$91.5M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
234K+ 52.39% |
$11.8M - $11.9M
|
682K
$34.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
231K+ 64.55% |
$11.7M - $11.7M
|
589K
$29.7M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
211KNew |
$10.6M - $10.7M
|
211K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
199K+ 18.96% |
$10M - $10.1M
|
1.25M
$62.9M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
179K+ 22.36% |
$9.02M - $9.06M
|
978K
$49.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
174K+ 11.99% |
$8.79M - $8.82M
|
1.63M
$82M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
146KNew |
$7.37M - $7.4M
|
146K
$7.37M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
136K+ 67.99% |
$6.84M - $6.87M
|
335K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
133K+ 1288.07% |
$6.72M - $6.74M
|
143K
$7.24M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
119K+ 32.16% |
$6M - $6.02M
|
488K
$24.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
118KNew |
$5.96M - $5.99M
|
118K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 14.55% |
$5.28M - $5.3M
|
823K
$41.5M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
101K+ 118.04% |
$5.1M - $5.12M
|
187K
$9.41M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
98.4KNew |
$4.97M - $4.99M
|
98.4K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90.5K+ 42.29% |
$4.57M - $4.59M
|
305K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
79K+ 228.11% |
$3.99M - $4M
|
114K
$5.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
78.4K+ 6.54% |
$3.96M - $3.97M
|
1.28M
$64.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
69.2K+ 8.75% |
$3.49M - $3.51M
|
859K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.3K+ 1.77% |
$3.4M - $3.41M
|
3.87M
$195M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
64.9K+ 10.53% |
$3.28M - $3.29M
|
682K
$34.4M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
64.6K+ 45.5% |
$3.26M - $3.28M
|
207K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
64.2K+ 107.02% |
$3.24M - $3.26M
|
124K
$6.27M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
58.6K+ 63.92% |
$2.96M - $2.97M
|
150K
$7.58M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
58K+ 25.89% |
$2.93M - $2.94M
|
282K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
57.1K+ 611.98% |
$2.88M - $2.89M
|
66.4K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.7K+ 21.41% |
$2.76M - $2.77M
|
310K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.5K+ 6.69% |
$2.75M - $2.76M
|
868K
$43.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.4KNew |
$2.7M - $2.71M
|
53.4K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.4KNew |
$2.65M - $2.66M
|
52.4K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
49K+ 4.02% |
$2.47M - $2.48M
|
1.27M
$63.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
48.3K+ 16.88% |
$2.44M - $2.45M
|
334K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
41.7KNew |
$2.1M - $2.11M
|
41.7K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
41.4K+ 62.71% |
$2.09M - $2.1M
|
108K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.6K+ 23.49% |
$2M - $2M
|
208K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
36.2K+ 2.27% |
$1.82M - $1.83M
|
1.63M
$82.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
34.7K+ 5.53% |
$1.75M - $1.76M
|
663K
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
31.4K+ 13.77% |
$1.59M - $1.59M
|
259K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28.6K+ 656.55% |
$1.44M - $1.45M
|
33K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.3K+ 9.93% |
$1.38M - $1.38M
|
302K
$15.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26.4K+ 5.77% |
$1.33M - $1.34M
|
484K
$24.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
26.2K+ 56.54% |
$1.32M - $1.33M
|
72.5K
$3.66M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.8K+ 3.75% |
$1.3M - $1.31M
|
714K
$36M
|