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 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.41KNew |
$374K - $375K
|
7.41K
$374K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.18KNew |
$363K - $364K
|
7.18K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7K+ 875.0% |
$353K - $355K
|
7.8K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.79K+ 1.43% |
$343K - $344K
|
481K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.75K+ 9.12% |
$341K - $342K
|
80.8K
$4.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.38KNew |
$322K - $323K
|
6.38K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.27K+ 27.93% |
$316K - $318K
|
28.7K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.07K+ 68.59% |
$306K - $308K
|
14.9K
$753K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
6.06K+ 36.5% |
$306K - $307K
|
22.6K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.97K+ 26.08% |
$301K - $302K
|
28.8K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 25.01% |
$278K - $279K
|
27.5K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.43K+ 4.05% |
$274K - $275K
|
140K
$7.05M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.99KNew |
$252K - $253K
|
4.99K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
4.98KNew |
$251K - $252K
|
4.98K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.93K+ 0.41% |
$249K - $250K
|
1.22M
$61.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.93K+ 0.08% |
$249K - $250K
|
6.54M
$330M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
4.84K+ 25.22% |
$244K - $245K
|
24K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.84K+ 25.22% |
$244K - $245K
|
24K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
4.75KNew |
$240K - $241K
|
4.75K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.73K+ 73.29% |
$239K - $239K
|
11.2K
$564K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52KNew |
$228K - $229K
|
4.52K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.22K+ 2814.0% |
$213K - $214K
|
4.37K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.14K+ 5.53% |
$209K - $210K
|
78.9K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.13KNew |
$208K - $209K
|
4.13K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4KNew |
$202K - $203K
|
4K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$201K - $201K
|
3.98K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.55K+ 34.64% |
$179K - $180K
|
13.8K
$696K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.48K+ 13.92% |
$176K - $177K
|
28.5K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.46K+ 5.25% |
$175K - $176K
|
69.4K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.21K+ 57.53% |
$162K - $162K
|
8.78K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.14K+ 1.54% |
$159K - $159K
|
207K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
3.11KNew |
$157K - $158K
|
3.11K
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.02K+ 26.44% |
$152K - $153K
|
14.4K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.95K+ 5.02% |
$149K - $150K
|
61.7K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 5.47% |
$145K - $146K
|
55.4K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87KNew |
$145K - $145K
|
2.87K
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.81K+ 27.38% |
$142K - $142K
|
13.1K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2.3K+ 106.13% |
$116K - $117K
|
4.47K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.3K+ 34.21% |
$116K - $116K
|
9.01K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.27K+ 230.72% |
$114K - $115K
|
3.25K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2K+ 4.88% |
$111K - $111K
|
47.3K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.11K+ 5.13% |
$106K - $107K
|
43.2K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.08K+ 0.7% |
$105K - $106K
|
298K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 21.51% |
$95.8K - $96.2K
|
10.7K
$541K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.89K+ 5.93% |
$95.3K - $95.6K
|
33.7K
$1.7M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.82K+ 197.29% |
$91.9K - $92.3K
|
2.74K
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.72K+ 1.19% |
$86.6K - $87K
|
146K
$7.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.64KNew |
$82.8K - $83.1K
|
1.64K
$82.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.63K+ 17.2% |
$82K - $82.4K
|
11.1K
$559K
|