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 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-480- 5.84% |
$24.2K - $24.3K
|
7.74K
$391K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-780- 5.09% |
$39.4K - $39.5K
|
14.5K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-808- 2.42% |
$40.8K - $40.9K
|
32.5K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.23K- 22.31% |
$62.2K - $62.4K
|
4.29K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.38K- 12.35% |
$69.6K - $69.9K
|
9.79K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.37K- 25.26% |
$170K - $170K
|
9.96K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.04K- 1.3% |
$204K - $205K
|
306K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.47K- 16.87% |
$225K - $226K
|
22K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.78K- 3.3% |
$241K - $242K
|
140K
$7.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.14K- 32.28% |
$259K - $260K
|
10.8K
$544K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-5.54K- 0.34% |
$280K - $281K
|
1.62M
$82M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-6.28K- 4.31% |
$317K - $318K
|
139K
$7.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.48K- 35.75% |
$327K - $328K
|
11.6K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12.9K- 37.32% |
$649K - $651K
|
21.6K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 10.48% |
$775K - $778K
|
131K
$6.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-34.9K- 8.64% |
$1.76M - $1.77M
|
369K
$18.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-114K- 34.0% |
$5.73M - $5.76M
|
221K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-120K- 75.95% |
$6.07M - $6.09M
|
38.1K
$1.92M
|