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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 8.16% |
$64.9K - $65.1K
|
14.5K
$730K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 7.55% |
$72.2K - $72.5K
|
17.5K
$883K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.46K- 3.43% |
$73.7K - $73.9K
|
41.1K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.51K- 2.57% |
$76.2K - $76.5K
|
57.3K
$2.89M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.52K- 89.31% |
$76.8K - $77.1K
|
182
$9.19K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.57K- 5.29% |
$79.4K - $79.7K
|
28.1K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1.6K- 14.52% |
$80.9K - $81.2K
|
9.44K
$476K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.61K- 7.08% |
$81K - $81.3K
|
21K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.77K- 12.25% |
$89.3K - $89.7K
|
12.7K
$640K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.81K- 28.45% |
$91.5K - $91.9K
|
4.56K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2.01K- 4.13% |
$101K - $102K
|
46.6K
$2.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.02K- 13.18% |
$102K - $102K
|
13.3K
$672K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.39K- 28.6% |
$120K - $121K
|
5.96K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.42K- 1.03% |
$122K - $122K
|
233K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2.51K- 2.25% |
$127K - $127K
|
109K
$5.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.98K- 8.19% |
$150K - $151K
|
33.4K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.09K- 6.59% |
$156K - $157K
|
43.8K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.31K- 44.91% |
$167K - $168K
|
4.06K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.34K- 22.49% |
$169K - $169K
|
11.5K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.74K- 9.07% |
$189K - $190K
|
37.5K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.86K- 46.44% |
$195K - $195K
|
4.45K
$225K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-3.87K- 20.97% |
$195K - $196K
|
14.6K
$735K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.88K- 37.88% |
$196K - $197K
|
6.37K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.95K- 9.49% |
$199K - $200K
|
37.7K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-3.99K- 21.68% |
$201K - $202K
|
14.4K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.15K- 95.95% |
$209K - $210K
|
175
$8.83K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-4.44K- 35.05% |
$224K - $225K
|
8.22K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.47K- 31.69% |
$226K - $227K
|
9.64K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-4.48K- 4.2% |
$226K - $227K
|
102K
$5.16M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-4.86K- 1.43% |
$245K - $246K
|
334K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.04K- 22.13% |
$254K - $255K
|
17.7K
$895K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5.18K- 13.06% |
$261K - $262K
|
34.4K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-5.23K- 18.38% |
$264K - $265K
|
23.2K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.37K- 6.48% |
$271K - $272K
|
77.4K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.66K- 35.6% |
$286K - $287K
|
10.2K
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-5.68K- 1.19% |
$287K - $288K
|
471K
$23.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.09K- 44.36% |
$307K - $309K
|
7.64K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.13K- 2.17% |
$310K - $311K
|
277K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-6.46K- 26.17% |
$326K - $327K
|
18.2K
$920K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.6K- 0.68% |
$333K - $335K
|
959K
$48.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-6.86K- 1.83% |
$346K - $348K
|
368K
$18.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.96K- 6.85% |
$351K - $353K
|
94.6K
$4.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.03K- 4.58% |
$355K - $356K
|
147K
$7.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.31K- 39.87% |
$369K - $370K
|
11K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-7.45K- 15.77% |
$376K - $377K
|
39.8K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-7.65K- 70.18% |
$386K - $388K
|
3.25K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-7.95K- 55.73% |
$401K - $403K
|
6.31K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.53K- 15.05% |
$481K - $483K
|
53.8K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.89K- 80.7% |
$499K - $501K
|
2.37K
$119K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 29.76% |
$512K - $514K
|
23.9K
$1.21M
|