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
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10.6K- 1.2% |
$537K - $539K
|
876K
$44.2M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-11.1K- 4.01% |
$559K - $562K
|
265K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2K- 16.36% |
$567K - $569K
|
57.4K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-11.6K- 23.26% |
$584K - $586K
|
38.2K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-12K- 23.21% |
$608K - $610K
|
39.8K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-12.7K- 7.73% |
$643K - $645K
|
152K
$7.67M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.1K- 3.47% |
$660K - $662K
|
364K
$18.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-14.3K- 16.02% |
$723K - $726K
|
75.1K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15K- 32.97% |
$756K - $759K
|
30.4K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-15.1K- 95.11% |
$763K - $766K
|
777
$39.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.4K- 10.62% |
$778K - $781K
|
130K
$6.54M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-16.2K- 2.73% |
$815K - $819K
|
575K
$29M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 76.82% |
$840K - $844K
|
5.02K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18.8K- 1.24% |
$951K - $955K
|
1.5M
$75.5M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.8K- 12.65% |
$951K - $955K
|
130K
$6.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 11.74% |
$972K - $976K
|
145K
$7.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-19.8K- 12.39% |
$999K - $1M
|
140K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-19.8K- 14.03% |
$1M - $1.01M
|
122K
$6.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20.8K- 42.85% |
$1.05M - $1.05M
|
27.7K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-22.2K- 35.7% |
$1.12M - $1.13M
|
40K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-22.8K- 8.75% |
$1.15M - $1.16M
|
238K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.8K- 22.36% |
$1.15M - $1.16M
|
79.2K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23.5K- 20.88% |
$1.18M - $1.19M
|
88.8K
$4.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24K- 11.4% |
$1.21M - $1.21M
|
186K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-24.4K- 19.81% |
$1.23M - $1.24M
|
98.7K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.1K- 52.76% |
$1.37M - $1.38M
|
24.3K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.9K- 39.21% |
$1.51M - $1.52M
|
46.4K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-30.8K- 2.11% |
$1.56M - $1.56M
|
1.43M
$72.2M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-32K- 5.38% |
$1.61M - $1.62M
|
561K
$28.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-32.6K- 21.62% |
$1.65M - $1.65M
|
118K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-32.9K- 64.16% |
$1.66M - $1.67M
|
18.4K
$927K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.9K- 5.78% |
$1.71M - $1.72M
|
553K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-34.7K- 6.59% |
$1.75M - $1.76M
|
491K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.4KClosed |
$1.84M - $1.84M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-38.4K- 70.4% |
$1.94M - $1.95M
|
16.1K
$814K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.5K- 18.48% |
$2.2M - $2.21M
|
192K
$9.69M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.9K- 10.1% |
$2.47M - $2.48M
|
435K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-52.4K- 6.0% |
$2.65M - $2.66M
|
821K
$41.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-68.2K- 72.37% |
$3.45M - $3.46M
|
26.1K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-76.2K- 71.78% |
$3.85M - $3.86M
|
30K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-86.3K- 64.6% |
$4.36M - $4.37M
|
47.3K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-94.5K- 74.23% |
$4.77M - $4.79M
|
32.8K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-118K- 15.27% |
$5.96M - $5.98M
|
655K
$33M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-144K- 93.66% |
$7.27M - $7.3M
|
9.75K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-177K- 6.31% |
$8.91M - $8.95M
|
2.62M
$132M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-228K- 75.51% |
$11.5M - $11.5M
|
73.9K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-251K- 88.46% |
$12.7M - $12.7M
|
32.7K
$1.65M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-275K- 99.26% |
$13.9M - $13.9M
|
2.05K
$104K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-415K- 15.7% |
$21M - $21M
|
2.23M
$113M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-439K- 25.74% |
$22.2M - $22.3M
|
1.27M
$64M
|