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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
7.23K+ 7.88% |
$365K - $367K
|
99.1K
$5.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.07K+ 7.23% |
$357K - $358K
|
105K
$5.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.85K+ 19.76% |
$346K - $347K
|
41.5K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.51K+ 1.27% |
$328K - $330K
|
520K
$26.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
6.37KNew |
$321K - $323K
|
6.37K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.32KNew |
$319K - $321K
|
6.32K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.23K+ 6.07% |
$314K - $316K
|
109K
$5.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.19K+ 25.88% |
$312K - $314K
|
30.1K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.17K+ 5.84% |
$311K - $313K
|
112K
$5.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.13K+ 34.32% |
$309K - $311K
|
24K
$1.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.72KNew |
$289K - $290K
|
5.72K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.67KNew |
$286K - $287K
|
5.67K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.51KNew |
$278K - $280K
|
5.51K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.5K+ 9.48% |
$277K - $279K
|
63.5K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.2KNew |
$262K - $264K
|
5.2K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.14K+ 8.57% |
$259K - $260K
|
65.1K
$3.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.98KNew |
$251K - $252K
|
4.98K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.97K+ 5.89% |
$251K - $252K
|
89.3K
$4.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.78K+ 13.1% |
$241K - $242K
|
41.2K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.76K+ 16.62% |
$240K - $241K
|
33.4K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
4.55KNew |
$230K - $231K
|
4.55K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.42KNew |
$223K - $224K
|
4.42K
$224K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.11KNew |
$207K - $208K
|
4.11K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.75K+ 18.0% |
$189K - $190K
|
24.6K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 4.21% |
$181K - $182K
|
88.9K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.43K+ 6.12% |
$173K - $174K
|
59.4K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.35K+ 33.78% |
$169K - $170K
|
13.3K
$670K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
3.23K+ 5.51% |
$163K - $164K
|
61.8K
$3.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
2.96K+ 0.71% |
$150K - $150K
|
422K
$21.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.9K+ 12.16% |
$146K - $147K
|
26.7K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.73K+ 10.83% |
$138K - $139K
|
28K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.73KNew |
$138K - $138K
|
2.73K
$138K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.69K+ 23.84% |
$136K - $137K
|
14K
$707K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.51KNew |
$127K - $127K
|
2.51K
$127K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.46K+ 201.81% |
$124K - $125K
|
3.68K
$186K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.37K+ 23.44% |
$119K - $120K
|
12.5K
$630K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.27K+ 37.31% |
$115K - $115K
|
8.37K
$423K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.19K+ 57.33% |
$110K - $111K
|
6.01K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.18K+ 177.46% |
$110K - $111K
|
3.41K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.18K+ 37.61% |
$110K - $110K
|
7.97K
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.17K+ 1.83% |
$109K - $110K
|
121K
$6.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.1K+ 1.88% |
$106K - $106K
|
113K
$5.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
1.88K+ 0.43% |
$94.7K - $95.2K
|
436K
$22M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.74K+ 5.82% |
$87.7K - $88.2K
|
31.6K
$1.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.63KNew |
$82.3K - $82.7K
|
1.63K
$82.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.61K+ 8.5% |
$81.2K - $81.6K
|
20.5K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.57K+ 24.29% |
$79.3K - $79.7K
|
8.04K
$406K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.54K+ 0.87% |
$77.6K - $78K
|
179K
$9.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.49K+ 1.47% |
$75.1K - $75.5K
|
103K
$5.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.27K+ 19.92% |
$64.1K - $64.4K
|
7.65K
$386K
|