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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.55KNew |
$78.2K - $78.6K
|
1.55K
$78.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.47KNew |
$74.2K - $74.5K
|
1.47K
$74.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 2.07% |
$63.2K - $63.4K
|
61.8K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.17KNew |
$59.2K - $59.4K
|
1.17K
$59.2K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.08K+ 0.72% |
$54.5K - $54.7K
|
152K
$7.67M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.04K+ 1.09% |
$52.5K - $52.8K
|
96.3K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04K+ 2.36% |
$52.4K - $52.6K
|
44.9K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
974+ 12.35% |
$49.2K - $49.4K
|
8.86K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
922+ 4.07% |
$46.5K - $46.7K
|
23.6K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
912+ 9.6% |
$46K - $46.2K
|
10.4K
$525K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
906+ 2.31% |
$45.7K - $45.9K
|
40.1K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
900+ 0.22% |
$45.4K - $45.6K
|
404K
$20.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
878+ 1.41% |
$44.3K - $44.5K
|
63.3K
$3.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
851+ 5.65% |
$43K - $43.1K
|
15.9K
$804K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
839+ 6.72% |
$42.4K - $42.5K
|
13.3K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
810+ 4.01% |
$40.9K - $41.1K
|
21K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
752+ 8.63% |
$38K - $38.1K
|
9.46K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
685+ 2.4% |
$34.6K - $34.7K
|
29.2K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
636+ 0.83% |
$32.1K - $32.2K
|
77.3K
$3.9M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
597+ 4.24% |
$30.1K - $30.3K
|
14.7K
$741K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
536+ 5.77% |
$27.1K - $27.2K
|
9.82K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
523New |
$26.4K - $26.5K
|
523
$26.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
393+ 4.93% |
$19.8K - $19.9K
|
8.37K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
291+ 0.47% |
$14.7K - $14.7K
|
62.7K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
248+ 0.13% |
$12.5K - $12.6K
|
194K
$9.77M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
226+ 5.08% |
$11.4K - $11.5K
|
4.67K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
208+ 20800.0% |
$10.5K - $10.5K
|
209
$10.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
201New |
$10.1K - $10.2K
|
201
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
183+ 70.93% |
$9.24K - $9.27K
|
441
$22.3K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
158+ 0.88% |
$7.98K - $8.01K
|
18.1K
$915K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
144+ 0.95% |
$7.27K - $7.3K
|
15.3K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
143+ 0.36% |
$7.22K - $7.25K
|
39.8K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
104New |
$5.25K - $5.27K
|
104
$5.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
79+ 0.55% |
$3.99K - $4K
|
14.4K
$725K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
69+ 0.93% |
$3.48K - $3.5K
|
7.48K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
66+ 0.71% |
$3.33K - $3.34K
|
9.31K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58New |
$2.93K - $2.94K
|
58
$2.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
41+ 0.84% |
$2.07K - $2.08K
|
4.95K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
40+ 0.68% |
$2.02K - $2.03K
|
5.89K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
39+ 0.66% |
$1.97K - $1.98K
|
5.93K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$1.36K - $1.37K
|
27
$1.36K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 5.46% |
$1.26K - $1.27K
|
483
$24.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 0.34% |
$1.16K - $1.17K
|
6.8K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19+ 1.08% |
$959 - $963
|
1.79K
$90.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
13+ 0.41% |
$656 - $659
|
3.22K
$162K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12+ 0.18% |
$606 - $608
|
6.57K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
10+ 0.39% |
$505 - $507
|
2.58K
$130K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6+ 0.0% |
$303 - $304
|
223K
$11.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$202 - $203
|
4
$202
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.07% |
$151 - $152
|
4.12K
$208K
|