Purchases and Sales Made in Q2 2025 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q2 2025. 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 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
140K+ 118.49% |
$7.06M - $7.09M
|
258K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
76.8K+ 1617.46% |
$3.88M - $3.89M
|
81.5K
$4.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
41K+ 32.61% |
$2.07M - $2.08M
|
167K
$8.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.5K+ 58.2% |
$1.84M - $1.85M
|
99.2K
$5.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
36.1K+ 2.83% |
$1.82M - $1.83M
|
1.31M
$66.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
33.4K+ 58.14% |
$1.69M - $1.69M
|
90.8K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
32.6K+ 62.66% |
$1.64M - $1.65M
|
84.6K
$4.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
32.5K+ 46.88% |
$1.64M - $1.65M
|
102K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22K+ 39.77% |
$1.11M - $1.12M
|
77.4K
$3.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$832K - $835K
|
16.5K
$832K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.4KNew |
$776K - $779K
|
15.4K
$776K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
13.8K+ 7.42% |
$698K - $701K
|
200K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13.5K+ 6.79% |
$681K - $684K
|
212K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
13KNew |
$656K - $658K
|
13K
$656K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.68K+ 8.44% |
$438K - $440K
|
111K
$5.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
8.15K+ 44.71% |
$411K - $413K
|
26.4K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.42K+ 12.02% |
$375K - $376K
|
69.2K
$3.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
7.33KNew |
$370K - $371K
|
7.33K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
6.85K+ 2.37% |
$346K - $347K
|
296K
$14.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.29KNew |
$317K - $319K
|
6.29K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.26K+ 51.39% |
$266K - $267K
|
15.5K
$782K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 34.36% |
$250K - $251K
|
19.4K
$979K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.91KNew |
$248K - $249K
|
4.91K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.65K+ 12.35% |
$235K - $236K
|
42.3K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.54KNew |
$229K - $230K
|
4.54K
$229K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.4KNew |
$222K - $223K
|
4.4K
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.31K+ 5.95% |
$218K - $218K
|
76.8K
$3.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.27K+ 5.7% |
$165K - $166K
|
60.6K
$3.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.08K+ 21.05% |
$155K - $156K
|
17.7K
$894K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.75K+ 3.66% |
$139K - $139K
|
77.8K
$3.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
760+ 76000.0% |
$38.4K - $38.5K
|
761
$38.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
596New |
$30.1K - $30.2K
|
596
$30.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
594New |
$30K - $30.1K
|
594
$30K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
201+ 251.25% |
$10.1K - $10.2K
|
281
$14.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
153+ 4.75% |
$7.72K - $7.75K
|
3.37K
$170K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
151+ 1.09% |
$7.62K - $7.65K
|
14K
$707K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
147+ 1.76% |
$7.42K - $7.45K
|
8.52K
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91New |
$4.59K - $4.61K
|
91
$4.59K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
54+ 1.08% |
$2.73K - $2.74K
|
5.03K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30+ 6.21% |
$1.51K - $1.52K
|
513
$25.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$707 - $709
|
6.38K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.13% |
$454 - $456
|
6.81K
$344K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 25.0% |
$50.5 - $50.7
|
3
$151
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-31- 0.58% |
$1.56K - $1.57K
|
5.28K
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-41- 0.16% |
$2.07K - $2.08K
|
25.5K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-103- 1.39% |
$5.2K - $5.22K
|
7.28K
$368K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-210- 2.04% |
$10.6K - $10.6K
|
10.1K
$508K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-220- 3.79% |
$11.1K - $11.1K
|
5.59K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-310- 2.68% |
$15.6K - $15.7K
|
11.3K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-465- 3.24% |
$23.5K - $23.6K
|
13.9K
$702K
|