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 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
151+ 0.39% |
$7.61K - $7.65K
|
39.1K
$1.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
129+ 7.14% |
$6.5K - $6.54K
|
1.94K
$97.6K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
117New |
$5.9K - $5.93K
|
117
$5.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
97+ 1.46% |
$4.89K - $4.91K
|
6.75K
$340K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
87+ 18.01% |
$4.39K - $4.41K
|
570
$28.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
77+ 1.01% |
$3.88K - $3.9K
|
7.72K
$390K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
49+ 1.19% |
$2.47K - $2.48K
|
4.16K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25+ 0.47% |
$1.26K - $1.27K
|
5.38K
$271K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 2.53% |
$605 - $608
|
486
$24.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.68% |
$50.4 - $50.7
|
147
$7.41K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3- 0.63% |
$151 - $152
|
473
$23.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 3.77% |
$403 - $405
|
204
$10.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-21- 3.46% |
$1.06K - $1.06K
|
586
$29.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-35- 0.63% |
$1.76K - $1.77K
|
5.55K
$280K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-50- 0.41% |
$2.52K - $2.53K
|
12.2K
$617K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-90- 0.09% |
$4.54K - $4.56K
|
103K
$5.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-133- 6.96% |
$6.71K - $6.74K
|
1.78K
$89.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-245- 2.3% |
$12.4K - $12.4K
|
10.4K
$525K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-278- 0.78% |
$14K - $14.1K
|
35.2K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 0.64% |
$15.1K - $15.2K
|
46.9K
$2.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-385- 0.26% |
$19.4K - $19.5K
|
146K
$7.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-403- 1.38% |
$20.3K - $20.4K
|
28.8K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-403- 0.06% |
$20.3K - $20.4K
|
653K
$32.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-449- 5.01% |
$22.6K - $22.8K
|
8.51K
$429K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-528- 7.07% |
$26.6K - $26.8K
|
6.95K
$350K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-569- 0.38% |
$28.7K - $28.8K
|
148K
$7.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-626- 12.75% |
$31.6K - $31.7K
|
4.28K
$216K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-665- 7.53% |
$33.5K - $33.7K
|
8.16K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-712- 6.15% |
$35.9K - $36.1K
|
10.9K
$548K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-720- 2.83% |
$36.3K - $36.5K
|
24.7K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-754- 1.38% |
$38K - $38.2K
|
53.9K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-927- 0.62% |
$46.7K - $47K
|
149K
$7.53M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-941- 2.75% |
$47.4K - $47.7K
|
33.3K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-966- 27.23% |
$48.7K - $48.9K
|
2.58K
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.4K- 7.36% |
$70.5K - $70.8K
|
17.6K
$888K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 2.41% |
$71.3K - $71.7K
|
57.2K
$2.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.55K- 11.89% |
$78.3K - $78.6K
|
11.5K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.65K- 1.02% |
$83.1K - $83.5K
|
160K
$8.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.8K- 1.42% |
$90.9K - $91.4K
|
126K
$6.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.41K- 1.84% |
$121K - $122K
|
128K
$6.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.67K- 10.21% |
$134K - $135K
|
23.5K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.72K- 38.19% |
$137K - $138K
|
4.4K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.86K- 5.01% |
$144K - $145K
|
54.2K
$2.73M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.16K- 3.11% |
$159K - $160K
|
98.2K
$4.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.38K- 0.32% |
$170K - $171K
|
1.05M
$53.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.82K- 13.39% |
$192K - $193K
|
24.7K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.9K- 8.92% |
$197K - $198K
|
39.8K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.93K- 4.4% |
$198K - $199K
|
85.5K
$4.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.49K- 8.46% |
$226K - $227K
|
48.5K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-4.88K- 16.64% |
$246K - $247K
|
24.5K
$1.23M
|