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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25.4K+ 131.92% |
$1.28M - $1.29M
|
44.6K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 27.52% |
$1.23M - $1.23M
|
113K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
24.2K+ 39.05% |
$1.22M - $1.22M
|
86K
$4.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.1K+ 20.82% |
$1.21M - $1.22M
|
140K
$7.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.7K+ 9.24% |
$1.2M - $1.2M
|
281K
$14.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
23KNew |
$1.16M - $1.17M
|
23K
$1.16M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
22.3KNew |
$1.13M - $1.13M
|
22.3K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22.3K+ 65.77% |
$1.13M - $1.13M
|
56.3K
$2.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
20.8KNew |
$1.05M - $1.06M
|
20.8K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.7K+ 84.54% |
$1.04M - $1.05M
|
45.1K
$2.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
20.6KNew |
$1.04M - $1.05M
|
20.6K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.3K+ 236.74% |
$1.03M - $1.03M
|
28.9K
$1.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.9K+ 35.42% |
$1M - $1.01M
|
75.9K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.4K+ 58.61% |
$980K - $985K
|
52.6K
$2.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
18.3KNew |
$925K - $930K
|
18.3K
$927K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18K+ 39.36% |
$907K - $912K
|
63.7K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.8KNew |
$795K - $799K
|
15.8K
$796K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
15.1K+ 126.44% |
$760K - $764K
|
27K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
14.7K+ 3.27% |
$741K - $745K
|
464K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
14.5K+ 5.84% |
$733K - $737K
|
263K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14K+ 53.82% |
$708K - $711K
|
40.1K
$2.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 35.27% |
$698K - $702K
|
53.1K
$2.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
13.6KNew |
$687K - $691K
|
13.6K
$689K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.1K+ 31.08% |
$663K - $667K
|
55.4K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13K+ 27.58% |
$656K - $660K
|
60.2K
$3.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.2K+ 14.56% |
$613K - $616K
|
95.7K
$4.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.5K+ 16.47% |
$529K - $532K
|
74.2K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.5K+ 29.03% |
$527K - $530K
|
46.5K
$2.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$527K - $529K
|
10.4K
$528K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10.4KNew |
$525K - $528K
|
10.4K
$526K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
10.3K+ 1.38% |
$520K - $522K
|
757K
$38.3M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10.1K+ 222.21% |
$510K - $512K
|
14.7K
$740K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.69K+ 3.25% |
$489K - $491K
|
308K
$15.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.45K+ 35.05% |
$477K - $479K
|
36.4K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9.42K+ 25.0% |
$475K - $478K
|
47.1K
$2.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
9.39K+ 26.62% |
$474K - $476K
|
44.7K
$2.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
9.34K+ 1.99% |
$471K - $474K
|
479K
$24.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.19K+ 4.24% |
$464K - $466K
|
226K
$11.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
9.02K+ 6.94% |
$455K - $457K
|
139K
$7.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9K+ 25.6% |
$454K - $456K
|
44.2K
$2.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.87K+ 1.93% |
$447K - $450K
|
468K
$23.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.42K+ 31.53% |
$425K - $427K
|
35.1K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.36K+ 8.37% |
$422K - $424K
|
108K
$5.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8.04K+ 8.51% |
$405K - $408K
|
102K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.93K+ 2.48% |
$400K - $402K
|
328K
$16.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
7.83K+ 2.86% |
$395K - $397K
|
281K
$14.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.81K+ 4.54% |
$394K - $396K
|
180K
$9.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.68K+ 50.8% |
$388K - $390K
|
22.8K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.65KNew |
$386K - $388K
|
7.65K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.44KNew |
$375K - $377K
|
7.44K
$376K
|