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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
43.7K+ 247.56% |
$2.21M - $2.22M
|
61.4K
$3.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
43.1K+ 11.85% |
$2.17M - $2.19M
|
407K
$20.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
43K+ 17.36% |
$2.17M - $2.18M
|
291K
$14.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
40.1K+ 8.0% |
$2.02M - $2.03M
|
541K
$27.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
39.3K+ 48.4% |
$1.98M - $1.99M
|
120K
$6.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
38.3K+ 1.47% |
$1.93M - $1.94M
|
2.64M
$133M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
33.6KNew |
$1.69M - $1.7M
|
33.6K
$1.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
32.8K+ 11.31% |
$1.65M - $1.66M
|
323K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
32.2KNew |
$1.63M - $1.63M
|
32.2K
$1.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30.4KNew |
$1.53M - $1.54M
|
30.4K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.8K+ 1.63% |
$1.5M - $1.51M
|
1.86M
$93.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29.7KNew |
$1.5M - $1.51M
|
29.7K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28.6K+ 2.77% |
$1.44M - $1.45M
|
1.06M
$53.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27.5KNew |
$1.39M - $1.39M
|
27.5K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
26.7K+ 5.59% |
$1.34M - $1.35M
|
504K
$25.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
24.7K+ 3.75% |
$1.25M - $1.25M
|
682K
$34.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
24.7K+ 44.83% |
$1.24M - $1.25M
|
79.7K
$4.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
24.4K+ 20.28% |
$1.23M - $1.24M
|
145K
$7.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
23.6KNew |
$1.19M - $1.2M
|
23.6K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
23.4K+ 24.81% |
$1.18M - $1.18M
|
118K
$5.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.7K+ 25.99% |
$1.04M - $1.05M
|
100K
$5.06M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20.3K+ 165.44% |
$1.02M - $1.03M
|
32.6K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9K+ 2.53% |
$1M - $1.01M
|
807K
$40.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.7KNew |
$995K - $1M
|
19.7K
$996K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
18.4KNew |
$928K - $933K
|
18.4K
$929K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16.5K+ 65.44% |
$834K - $838K
|
41.8K
$2.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
16.4K+ 8.31% |
$828K - $832K
|
214K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.1KNew |
$763K - $766K
|
15.1K
$763K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
14.6K+ 3.66% |
$738K - $742K
|
414K
$20.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.7KNew |
$692K - $695K
|
13.7K
$692K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 12.96% |
$688K - $692K
|
119K
$6M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$676K - $680K
|
13.4K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.2K+ 78.04% |
$664K - $667K
|
30K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12.7KNew |
$642K - $645K
|
12.7K
$642K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3KNew |
$619K - $622K
|
12.3K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
11.7K+ 47.34% |
$592K - $595K
|
36.5K
$1.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.6K+ 127.1% |
$535K - $538K
|
19K
$957K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 3.99% |
$511K - $514K
|
265K
$13.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.73K+ 48.81% |
$490K - $493K
|
29.7K
$1.5M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.73K+ 48.81% |
$490K - $493K
|
29.7K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.59KNew |
$484K - $486K
|
9.59K
$484K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
9.23K+ 4.06% |
$465K - $468K
|
237K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9K+ 51.38% |
$454K - $456K
|
26.5K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.7KNew |
$439K - $441K
|
8.7K
$439K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.44K+ 4.93% |
$426K - $428K
|
180K
$9.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
7.64K+ 3.02% |
$385K - $387K
|
261K
$13.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.49KNew |
$378K - $380K
|
7.49K
$378K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.66K+ 1.27% |
$336K - $338K
|
533K
$26.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.33K+ 7.48% |
$319K - $321K
|
91K
$4.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.29K+ 1.5% |
$317K - $318K
|
426K
$21.5M
|