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 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7.32K- 33.66% |
$369K - $371K
|
14.4K
$727K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.35K- 21.36% |
$371K - $373K
|
27.1K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-8.41K- 12.38% |
$424K - $426K
|
59.5K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9K- 2.77% |
$454K - $456K
|
316K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.21K- 33.3% |
$465K - $467K
|
18.4K
$931K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9.27K- 28.17% |
$467K - $470K
|
23.6K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.49K- 20.21% |
$479K - $481K
|
37.5K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.7K- 19.43% |
$489K - $492K
|
40.2K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.88K- 60.62% |
$498K - $501K
|
6.42K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9.99K- 5.88% |
$504K - $506K
|
160K
$8.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 10.69% |
$526K - $528K
|
87.1K
$4.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-11K- 22.75% |
$555K - $558K
|
37.4K
$1.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11K- 62.93% |
$556K - $559K
|
6.49K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11K- 33.68% |
$556K - $559K
|
21.7K
$1.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11K- 22.99% |
$557K - $560K
|
37K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3K- 75.63% |
$622K - $625K
|
3.97K
$200K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 14.21% |
$631K - $634K
|
75.5K
$3.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.5K- 18.59% |
$632K - $635K
|
54.8K
$2.77M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.7K- 27.8% |
$638K - $641K
|
32.9K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 45.08% |
$639K - $643K
|
15.4K
$779K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13.7K- 51.82% |
$691K - $694K
|
12.7K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-13.9K- 43.94% |
$702K - $706K
|
17.8K
$896K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-14K- 8.74% |
$708K - $711K
|
146K
$7.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-14.8K- 59.34% |
$747K - $751K
|
10.2K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.8K- 37.65% |
$748K - $752K
|
24.6K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-15.4K- 53.09% |
$778K - $782K
|
13.6K
$687K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.5K- 68.04% |
$781K - $785K
|
7.28K
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-15.7K- 9.58% |
$791K - $795K
|
148K
$7.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16K- 94.58% |
$806K - $810K
|
915
$46.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16.1K- 21.92% |
$812K - $816K
|
57.3K
$2.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-16.4K- 15.69% |
$828K - $832K
|
88.2K
$4.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-16.7K- 6.5% |
$842K - $846K
|
240K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-17.2K- 15.14% |
$869K - $873K
|
96.5K
$4.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-18.1K- 10.87% |
$913K - $918K
|
148K
$7.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-18.8K- 6.61% |
$949K - $953K
|
266K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.2K- 79.05% |
$968K - $973K
|
5.09K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-19.3K- 92.34% |
$975K - $980K
|
1.6K
$80.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-20.3K- 45.73% |
$1.02M - $1.03M
|
24K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-21.3K- 49.43% |
$1.07M - $1.08M
|
21.8K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-21.5K- 26.99% |
$1.09M - $1.09M
|
58.2K
$2.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-23.1K- 80.67% |
$1.17M - $1.17M
|
5.54K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-24.3K- 81.86% |
$1.22M - $1.23M
|
5.38K
$271K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.4K- 39.38% |
$1.23M - $1.24M
|
37.6K
$1.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.8K- 20.95% |
$1.25M - $1.26M
|
93.7K
$4.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-25.5K- 14.66% |
$1.28M - $1.29M
|
148K
$7.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-25.8K- 61.96% |
$1.3M - $1.31M
|
15.8K
$798K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.7K- 3.13% |
$1.4M - $1.41M
|
856K
$43.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-30.1K- 71.05% |
$1.52M - $1.53M
|
12.3K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 5.66% |
$1.56M - $1.56M
|
514K
$25.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31K- 54.29% |
$1.56M - $1.57M
|
26.1K
$1.32M
|