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 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.25KNew |
$63.2K - $63.5K
|
1.25K
$63.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.25K+ 3.18% |
$63.1K - $63.4K
|
40.6K
$2.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 215.73% |
$60.2K - $60.5K
|
1.75K
$88.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.18K+ 3.43% |
$59.7K - $60K
|
35.7K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 0.59% |
$56.3K - $56.6K
|
191K
$9.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.06K+ 8.61% |
$53.3K - $53.6K
|
13.3K
$674K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01KNew |
$50.7K - $51K
|
1.01K
$50.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
854+ 16.45% |
$43.1K - $43.3K
|
6.05K
$305K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
842+ 11.25% |
$42.5K - $42.7K
|
8.33K
$421K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
802New |
$40.5K - $40.7K
|
802
$40.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
772New |
$38.9K - $39.1K
|
772
$39K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
682+ 3.43% |
$34.4K - $34.6K
|
20.6K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
653+ 39.65% |
$32.9K - $33.1K
|
2.3K
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
459+ 3.41% |
$23.2K - $23.3K
|
13.9K
$703K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
390+ 3.38% |
$19.7K - $19.8K
|
11.9K
$603K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
390+ 3.79% |
$19.7K - $19.8K
|
10.7K
$539K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
371+ 5.75% |
$18.7K - $18.8K
|
6.83K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
370+ 4.34% |
$18.7K - $18.8K
|
8.9K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
241+ 4.88% |
$12.2K - $12.2K
|
5.18K
$262K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
228+ 0.57% |
$11.5K - $11.6K
|
40.4K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
210New |
$10.6K - $10.6K
|
210
$10.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
207+ 0.58% |
$10.4K - $10.5K
|
35.6K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
162New |
$8.17K - $8.21K
|
162
$8.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.92K - $7.96K
|
157
$7.93K
|
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
154+ 2.71% |
$7.77K - $7.81K
|
5.84K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
143New |
$7.21K - $7.25K
|
143
$7.22K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
142+ 1.27% |
$7.16K - $7.2K
|
11.3K
$572K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
127+ 1.65% |
$6.41K - $6.44K
|
7.81K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
110+ 1.43% |
$5.55K - $5.58K
|
7.81K
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
104+ 1.12% |
$5.25K - $5.27K
|
9.42K
$476K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
92+ 0.91% |
$4.64K - $4.66K
|
10.2K
$516K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
88New |
$4.44K - $4.46K
|
88
$4.45K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
81+ 1.06% |
$4.09K - $4.11K
|
7.75K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
62New |
$3.13K - $3.14K
|
62
$3.13K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
59+ 5.91% |
$2.98K - $2.99K
|
1.06K
$53.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
31+ 0.59% |
$1.56K - $1.57K
|
5.25K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30New |
$1.51K - $1.52K
|
30
$1.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
24+ 70.59% |
$1.21K - $1.22K
|
58
$2.93K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17New |
$857 - $862
|
17
$859
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13New |
$656 - $659
|
13
$657
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
4+ 0.06% |
$202 - $203
|
6.93K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$50.4 - $50.7
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$50.4 - $50.7
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-8- 0.18% |
$404 - $406
|
4.35K
$220K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 0.25% |
$908 - $913
|
7.24K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 4.6% |
$2.07K - $2.08K
|
851
$43K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-67- 69.79% |
$3.38K - $3.4K
|
29
$1.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-69- 0.85% |
$3.48K - $3.5K
|
8.05K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-71- 93.42% |
$3.58K - $3.6K
|
5
$253
|