Purchases and Sales Made in Q2 2024 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q2 2024. 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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
789K+ 474.75% |
$39.8M - $40M
|
955K
$48.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
622K+ 12.27% |
$31.4M - $31.5M
|
5.69M
$287M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
554K+ 687.95% |
$28M - $28.1M
|
635K
$32M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
499K+ 603.5% |
$25.2M - $25.3M
|
582K
$29.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
416K+ 42.95% |
$21M - $21.1M
|
1.38M
$69.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 11.38% |
$18.1M - $18.2M
|
3.52M
$177M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
334KNew |
$16.9M - $17M
|
334K
$16.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
311K+ 128.76% |
$15.7M - $15.8M
|
552K
$27.8M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
297K+ 441.52% |
$15M - $15.1M
|
364K
$18.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
287K+ 16.13% |
$14.5M - $14.5M
|
2.07M
$104M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
247K+ 168.55% |
$12.5M - $12.5M
|
394K
$19.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
245K+ 29.09% |
$12.3M - $12.4M
|
1.09M
$54.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
227KNew |
$11.5M - $11.5M
|
227K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
215K+ 247.46% |
$10.9M - $10.9M
|
302K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
189K+ 107.1% |
$9.56M - $9.61M
|
366K
$18.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
189K+ 14.17% |
$9.53M - $9.58M
|
1.52M
$76.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
178K+ 2417.94% |
$8.98M - $9.03M
|
185K
$9.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
148K+ 317.73% |
$7.48M - $7.52M
|
195K
$9.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
148K+ 27.92% |
$7.48M - $7.52M
|
679K
$34.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
147K+ 10.47% |
$7.42M - $7.46M
|
1.55M
$78.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
146KNew |
$7.37M - $7.41M
|
146K
$7.37M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
146KNew |
$7.34M - $7.38M
|
146K
$7.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
118KNew |
$5.94M - $5.97M
|
118K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 25.39% |
$5.93M - $5.96M
|
580K
$29.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
115K+ 125.37% |
$5.82M - $5.85M
|
207K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
115KNew |
$5.81M - $5.84M
|
115K
$5.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
104K+ 14.2% |
$5.23M - $5.26M
|
834K
$42.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103K+ 7.7% |
$5.2M - $5.22M
|
1.44M
$72.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
92.5K+ 71.19% |
$4.66M - $4.69M
|
222K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
85.2KNew |
$4.3M - $4.32M
|
85.2K
$4.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
80K+ 8.2% |
$4.04M - $4.06M
|
1.06M
$53.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
78.9K+ 132.29% |
$3.98M - $4M
|
139K
$6.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
76.6K+ 606.26% |
$3.86M - $3.88M
|
89.2K
$4.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
72.9KNew |
$3.68M - $3.7M
|
72.9K
$3.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
70.7K+ 7.06% |
$3.57M - $3.58M
|
1.07M
$54.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
47.1K+ 5.62% |
$2.38M - $2.39M
|
885K
$44.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
46.7K+ 82.2% |
$2.35M - $2.37M
|
103K
$5.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
46.3K+ 9.48% |
$2.34M - $2.35M
|
535K
$27M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
45.8KNew |
$2.31M - $2.32M
|
45.8K
$2.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.1KNew |
$2.17M - $2.18M
|
43.1K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.1K+ 3.71% |
$2.17M - $2.18M
|
1.2M
$60.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.6K+ 53.75% |
$2.15M - $2.16M
|
122K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
41.2K+ 19.47% |
$2.08M - $2.09M
|
253K
$12.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
39K+ 81.12% |
$1.97M - $1.98M
|
87K
$4.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
38.1K+ 4.44% |
$1.92M - $1.93M
|
895K
$45.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37.7K+ 9.89% |
$1.9M - $1.91M
|
419K
$21.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
37.4K+ 23.16% |
$1.89M - $1.9M
|
199K
$10M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
35.2K+ 16.44% |
$1.77M - $1.78M
|
249K
$12.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34.4KNew |
$1.73M - $1.74M
|
34.4K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30.9KNew |
$1.56M - $1.57M
|
30.9K
$1.56M
|