Purchases and Sales Made in Q2 2023 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q2 2023. 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 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.2M+ 381.62% |
$60.3M - $60.6M
|
1.51M
$76.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
508KNew |
$25.6M - $25.7M
|
508K
$25.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
417K+ 24.05% |
$21M - $21.1M
|
2.15M
$109M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
323K+ 81.39% |
$16.3M - $16.4M
|
721K
$36.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
322K+ 6.24% |
$16.3M - $16.3M
|
5.49M
$277M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
312KNew |
$15.8M - $15.8M
|
312K
$15.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
312KNew |
$15.8M - $15.8M
|
312K
$15.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
288KNew |
$14.5M - $14.6M
|
288K
$14.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
275K+ 185.96% |
$13.9M - $13.9M
|
423K
$21.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
249K+ 31.84% |
$12.6M - $12.6M
|
1.03M
$52.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
238K+ 295.41% |
$12M - $12.1M
|
319K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
195KNew |
$9.84M - $9.89M
|
195K
$9.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
194K+ 252.72% |
$9.77M - $9.82M
|
271K
$13.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
174KNew |
$8.77M - $8.81M
|
174K
$8.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
173KNew |
$8.75M - $8.79M
|
173K
$8.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
172KNew |
$8.68M - $8.73M
|
172K
$8.69M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
172K+ 2301.44% |
$8.68M - $8.72M
|
180K
$9.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
166K+ 28.25% |
$8.39M - $8.43M
|
756K
$38.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
154K+ 76.79% |
$7.77M - $7.8M
|
355K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
147K+ 19.67% |
$7.43M - $7.47M
|
897K
$45.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
147K+ 22.26% |
$7.4M - $7.44M
|
807K
$40.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
146KNew |
$7.38M - $7.42M
|
146K
$7.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
143K+ 53.74% |
$7.23M - $7.27M
|
410K
$20.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 4.18% |
$7.13M - $7.17M
|
3.53M
$178M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
137K+ 76.78% |
$6.91M - $6.94M
|
316K
$15.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
132K+ 392.82% |
$6.67M - $6.7M
|
166K
$8.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
131K+ 9.45% |
$6.59M - $6.62M
|
1.51M
$76.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
127K+ 10.74% |
$6.42M - $6.46M
|
1.31M
$66.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
119K+ 226.9% |
$5.99M - $6.02M
|
171K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
116K+ 50.11% |
$5.87M - $5.9M
|
349K
$17.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
115KNew |
$5.79M - $5.82M
|
115K
$5.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
101K+ 98.09% |
$5.08M - $5.1M
|
203K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
94.8K+ 90.59% |
$4.78M - $4.81M
|
200K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
89.7KNew |
$4.52M - $4.54M
|
89.7K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
88.3KNew |
$4.45M - $4.48M
|
88.3K
$4.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
82.3K+ 29.57% |
$4.15M - $4.17M
|
360K
$18.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
77.1KNew |
$3.89M - $3.9M
|
77.1K
$3.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
75.1K+ 7.2% |
$3.79M - $3.81M
|
1.12M
$56.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.1K+ 6.03% |
$3.79M - $3.81M
|
1.32M
$66.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
69.3K+ 239.52% |
$3.49M - $3.51M
|
98.2K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
66.3KNew |
$3.34M - $3.36M
|
66.3K
$3.35M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
65.9KNew |
$3.32M - $3.34M
|
65.9K
$3.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
65.8KNew |
$3.32M - $3.34M
|
65.8K
$3.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62.8KNew |
$3.17M - $3.18M
|
62.8K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55.3K+ 3105.34% |
$2.79M - $2.8M
|
57.1K
$2.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.1K+ 26.42% |
$2.73M - $2.74M
|
259K
$13.1M
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
BUY
|
- |
51.8K+ 4.65% |
$2.61M - $2.63M
|
1.17M
$58.9M
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
49K+ 41.68% |
$2.47M - $2.48M
|
166K
$8.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.8K+ 91.87% |
$2.36M - $2.37M
|
97.8K
$4.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
44.2K+ 46.32% |
$2.23M - $2.24M
|
140K
$7.05M
|