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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.42% |
$101 - $101
|
479
$24.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.27% |
$101 - $101
|
159
$8.02K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 1.57% |
$202 - $203
|
251
$12.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 1.86% |
$303 - $304
|
316
$15.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 54.17% |
$1.31K - $1.32K
|
22
$1.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-39- 2.22% |
$1.97K - $1.98K
|
1.72K
$86.6K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44- 0.32% |
$2.22K - $2.23K
|
13.9K
$702K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-47- 3.34% |
$2.37K - $2.38K
|
1.36K
$68.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-66- 68.75% |
$3.33K - $3.34K
|
30
$1.51K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-77- 0.46% |
$3.89K - $3.9K
|
16.7K
$844K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-105- 0.15% |
$5.3K - $5.32K
|
70.4K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-121- 78.06% |
$6.11K - $6.13K
|
34
$1.72K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-136- 3.84% |
$6.87K - $6.89K
|
3.41K
$172K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-139- 0.69% |
$7.02K - $7.04K
|
19.9K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-142- 63.96% |
$7.17K - $7.2K
|
80
$4.04K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-176- 6.57% |
$8.88K - $8.92K
|
2.5K
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-176- 4.34% |
$8.88K - $8.92K
|
3.88K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-200- 4.7% |
$10.1K - $10.1K
|
4.06K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 1.91% |
$10.1K - $10.1K
|
10.3K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 54.79% |
$10.1K - $10.1K
|
165
$8.33K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-207- 3.75% |
$10.4K - $10.5K
|
5.31K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-217- 38.61% |
$11K - $11K
|
345
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-250- 2.12% |
$12.6K - $12.7K
|
11.6K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-262- 1.61% |
$13.2K - $13.3K
|
16.1K
$811K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-275- 3.59% |
$13.9K - $13.9K
|
7.39K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-275- 3.52% |
$13.9K - $13.9K
|
7.54K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-358- 8.21% |
$18.1K - $18.1K
|
4K
$202K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-362- 5.87% |
$18.3K - $18.3K
|
5.81K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-395- 3.13% |
$19.9K - $20K
|
12.2K
$617K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-403- 1.4% |
$20.3K - $20.4K
|
28.5K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-432- 2.91% |
$21.8K - $21.9K
|
14.4K
$728K
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-469- 2.78% |
$23.7K - $23.8K
|
16.4K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-469- 0.69% |
$23.7K - $23.8K
|
67K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-518- 13.44% |
$26.1K - $26.3K
|
3.34K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-545- 1.52% |
$27.5K - $27.6K
|
35.3K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-553- 2.95% |
$27.9K - $28K
|
18.2K
$920K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-563- 23.61% |
$28.4K - $28.5K
|
1.82K
$92K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-663- 2.41% |
$33.5K - $33.6K
|
26.9K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-855- 13.41% |
$43.2K - $43.3K
|
5.52K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-859- 2.29% |
$43.4K - $43.5K
|
36.6K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-899- 13.47% |
$45.4K - $45.6K
|
5.77K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-964- 9.32% |
$48.7K - $48.9K
|
9.38K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 9.7% |
$50.9K - $51.1K
|
9.39K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.11K- 10.41% |
$56K - $56.2K
|
9.55K
$482K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.19K- 2.34% |
$60.2K - $60.4K
|
49.8K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.2K- 4.86% |
$60.6K - $60.8K
|
23.5K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.22K- 5.72% |
$61.4K - $61.6K
|
20K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.26K- 0.47% |
$63.5K - $63.8K
|
267K
$13.5M
|