Purchases and Sales Made in Q2 2022 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6K+ 245.73% |
$736K - $737K
|
20.6K
$1.04M
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
13.5KNew |
$680K - $681K
|
13.5K
$682K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 5.98% |
$660K - $661K
|
232K
$11.7M
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.4KNew |
$625K - $626K
|
12.4K
$627K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$536K - $537K
|
10.7K
$538K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.1KNew |
$510K - $511K
|
10.1K
$512K
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
9.61KNew |
$484K - $485K
|
9.61K
$486K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
8.95KNew |
$451K - $451K
|
8.95K
$452K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.02KNew |
$404K - $405K
|
8.02K
$405K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8K+ 4.92% |
$402K - $403K
|
171K
$8.62M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
7.9KNew |
$398K - $398K
|
7.9K
$399K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.9KNew |
$397K - $398K
|
7.9K
$399K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.86K+ 52.82% |
$396K - $397K
|
22.7K
$1.15M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.72KNew |
$388K - $389K
|
7.72K
$390K
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
6.53KNew |
$329K - $329K
|
6.53K
$330K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.46KNew |
$325K - $326K
|
6.46K
$326K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.35KNew |
$319K - $320K
|
6.35K
$321K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.23KNew |
$314K - $314K
|
6.23K
$315K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.92KNew |
$298K - $299K
|
5.92K
$299K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.14K+ 2.68% |
$258K - $259K
|
197K
$9.95M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.68KNew |
$235K - $236K
|
4.68K
$236K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.61KNew |
$232K - $233K
|
4.61K
$233K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.32KNew |
$217K - $218K
|
4.32K
$218K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.21KNew |
$212K - $213K
|
4.21K
$213K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.94K+ 662.18% |
$198K - $199K
|
4.54K
$229K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 31.57% |
$145K - $146K
|
12K
$609K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.72KNew |
$137K - $137K
|
2.72K
$138K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.36K+ 60.73% |
$119K - $119K
|
6.25K
$316K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.93K+ 26.15% |
$97K - $97.2K
|
9.3K
$470K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.9K+ 3.83% |
$95.8K - $96K
|
51.6K
$2.61M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.77KNew |
$89K - $89.2K
|
1.77K
$89.3K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.43K+ 123.38% |
$71.7K - $71.9K
|
2.58K
$130K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 22.28% |
$53.1K - $53.3K
|
5.8K
$293K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
957New |
$48.2K - $48.3K
|
957
$48.3K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
798New |
$40.2K - $40.3K
|
798
$40.3K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
698New |
$35.1K - $35.2K
|
698
$35.3K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
579New |
$29.1K - $29.2K
|
579
$29.3K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
350New |
$17.6K - $17.7K
|
350
$17.7K
|
|
Jul 08, 2022
Q2 2022
|
New Capital Management LP
|
BUY
|
- |
248+ 0.39% |
$12.5K - $12.5K
|
63.8K
$3.22M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
228+ 9.87% |
$11.5K - $11.5K
|
2.54K
$128K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
183+ 3.31% |
$9.21K - $9.23K
|
5.71K
$289K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
180+ 0.57% |
$9.06K - $9.08K
|
31.9K
$1.61M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
108New |
$5.44K - $5.45K
|
108
$5.46K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
44New |
$2.21K - $2.22K
|
44
$2.22K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40New |
$2.01K - $2.02K
|
40
$2.02K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
34New |
$1.71K - $1.71K
|
34
$1.72K
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2+ 0.04% |
$101 - $101
|
5.31K
$268K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-34Closed |
$1.71K - $1.71K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-50Closed |
$2.52K - $2.52K
|
0
$0
|