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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26.8K+ 1170.72% |
$1.35M - $1.36M
|
29K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.2K+ 62.78% |
$1.27M - $1.28M
|
65.3K
$3.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.4KNew |
$1.23M - $1.24M
|
24.4K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
23.8KNew |
$1.2M - $1.2M
|
23.8K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
23.6KNew |
$1.19M - $1.2M
|
23.6K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.1K+ 12.4% |
$1.16M - $1.17M
|
209K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22K+ 39.77% |
$1.11M - $1.12M
|
77.4K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.8KNew |
$997K - $1M
|
19.8K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
18.5K+ 46.64% |
$936K - $940K
|
58.3K
$2.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$911K - $915K
|
18.1K
$912K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18K+ 43.77% |
$907K - $911K
|
59K
$2.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.9K+ 33.57% |
$905K - $909K
|
71.4K
$3.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.3K+ 63.02% |
$875K - $878K
|
44.9K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.7K+ 12.82% |
$842K - $845K
|
147K
$7.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
16.6K+ 6.41% |
$840K - $843K
|
276K
$13.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$832K - $835K
|
16.5K
$832K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.9K+ 1.65% |
$800K - $803K
|
974K
$49.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
15.8K+ 16.35% |
$796K - $799K
|
112K
$5.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.4KNew |
$776K - $779K
|
15.4K
$776K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15.2K+ 1.73% |
$767K - $770K
|
891K
$45M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.9K+ 13.86% |
$753K - $756K
|
123K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.6KNew |
$738K - $741K
|
14.6K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 29.89% |
$714K - $716K
|
61.4K
$3.1M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
13.8K+ 7.42% |
$698K - $701K
|
200K
$10.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 7.38% |
$697K - $700K
|
201K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
13.8K+ 20.59% |
$696K - $699K
|
80.8K
$4.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13.5K+ 6.79% |
$681K - $684K
|
212K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 2.99% |
$657K - $659K
|
448K
$22.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
13KNew |
$656K - $658K
|
13K
$656K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
12.9K+ 6.81% |
$649K - $651K
|
201K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
12.5K+ 16.65% |
$629K - $631K
|
87.2K
$4.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 27.94% |
$600K - $602K
|
54.4K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.3K+ 3.99% |
$569K - $571K
|
294K
$14.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.1K+ 589.8% |
$511K - $513K
|
11.8K
$598K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.1KNew |
$510K - $512K
|
10.1K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10K+ 6.91% |
$505K - $506K
|
155K
$7.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
9.89K+ 24.83% |
$499K - $501K
|
49.7K
$2.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.61K+ 3.48% |
$485K - $487K
|
286K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8.68K+ 0.89% |
$438K - $440K
|
987K
$49.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.68K+ 8.44% |
$438K - $440K
|
111K
$5.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.3K+ 29.14% |
$419K - $420K
|
36.8K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
8.15K+ 44.71% |
$411K - $413K
|
26.4K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.56K+ 5.83% |
$381K - $383K
|
137K
$6.93M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.22K+ 4.42% |
$364K - $366K
|
171K
$8.61M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
6.85K+ 2.37% |
$346K - $347K
|
296K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.43K+ 8.9% |
$324K - $325K
|
78.6K
$3.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.36K+ 23.68% |
$321K - $322K
|
33.2K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.32K+ 66.8% |
$319K - $320K
|
15.8K
$797K
|