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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
24.4K+ 117.37% |
$1.23M - $1.24M
|
45.2K
$2.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
23.7K+ 13.57% |
$1.2M - $1.2M
|
199K
$10M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
23.2K+ 8.71% |
$1.17M - $1.18M
|
289K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22K+ 73.68% |
$1.11M - $1.11M
|
51.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
21.5K+ 2771.81% |
$1.09M - $1.09M
|
22.3K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20.9K+ 10.56% |
$1.06M - $1.06M
|
219K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
20.9K+ 24.55% |
$1.05M - $1.06M
|
106K
$5.34M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20.7K+ 6.23% |
$1.04M - $1.05M
|
352K
$17.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
20.5KNew |
$1.04M - $1.04M
|
20.5K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
19.5K+ 26.02% |
$985K - $989K
|
94.5K
$4.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.1K+ 17.92% |
$966K - $969K
|
126K
$6.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5K+ 1.53% |
$936K - $940K
|
1.23M
$61.9M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
17.3K+ 11.82% |
$872K - $875K
|
163K
$8.24M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.3K+ 134.12% |
$872K - $875K
|
30.1K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$867K - $870K
|
17.2K
$867K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
16.5K+ 9.29% |
$833K - $837K
|
194K
$9.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.5K+ 23.39% |
$831K - $834K
|
86.8K
$4.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.5K+ 9.64% |
$830K - $834K
|
187K
$9.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16.4K+ 45.93% |
$826K - $829K
|
52K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16K+ 104.32% |
$808K - $811K
|
31.4K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.8K+ 28.01% |
$797K - $800K
|
72.2K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
14.6KNew |
$739K - $742K
|
14.6K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.5K+ 224.41% |
$730K - $733K
|
20.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$702K - $704K
|
13.9K
$702K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
13.9KNew |
$700K - $703K
|
13.9K
$700K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
13.8K+ 7.9% |
$697K - $699K
|
189K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.7KNew |
$690K - $692K
|
13.7K
$689K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
13.3K+ 15.93% |
$670K - $672K
|
96.5K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.2K+ 2.69% |
$667K - $670K
|
505K
$25.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.1K+ 20.13% |
$662K - $664K
|
78.2K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
11.9K+ 8.99% |
$602K - $604K
|
145K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.7K+ 25.58% |
$590K - $592K
|
57.4K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.4K+ 11.84% |
$575K - $578K
|
108K
$5.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$574K - $576K
|
11.4K
$574K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
11K+ 23.09% |
$556K - $558K
|
58.7K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
10.9K+ 27.25% |
$552K - $554K
|
51K
$2.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.9K+ 11.81% |
$548K - $550K
|
103K
$5.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
10.4K+ 68.82% |
$526K - $528K
|
25.6K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.2K+ 0.86% |
$514K - $516K
|
1.19M
$60.2M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9.88K+ 1.52% |
$499K - $501K
|
660K
$33.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.68K+ 16.65% |
$488K - $490K
|
67.8K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.64K+ 7.5% |
$487K - $489K
|
138K
$6.97M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
9.27K+ 35.56% |
$468K - $470K
|
35.3K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
8.85K+ 93.93% |
$447K - $449K
|
18.3K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.41KNew |
$424K - $426K
|
8.41K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.25KNew |
$416K - $418K
|
8.25K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.91KNew |
$399K - $401K
|
7.91K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.87KNew |
$397K - $399K
|
7.87K
$397K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.82K+ 41.9% |
$395K - $396K
|
26.5K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.58K+ 20.37% |
$383K - $384K
|
44.8K
$2.26M
|