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 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.29KNew |
$317K - $319K
|
6.29K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.26K+ 29.95% |
$316K - $317K
|
27.2K
$1.37M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.88K+ 33.2% |
$297K - $298K
|
23.6K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.83K+ 9.93% |
$294K - $295K
|
64.6K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.49KNew |
$277K - $278K
|
5.49K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.48K+ 12.11% |
$277K - $278K
|
50.7K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.41K+ 70.84% |
$273K - $274K
|
13K
$659K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.32KNew |
$268K - $269K
|
5.32K
$268K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.28K+ 2.55% |
$266K - $267K
|
212K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.26K+ 51.39% |
$266K - $267K
|
15.5K
$782K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.23KNew |
$264K - $265K
|
5.23K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.23KNew |
$264K - $265K
|
5.23K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.13K+ 6.35% |
$259K - $260K
|
85.9K
$4.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5K+ 8.71% |
$252K - $253K
|
62.4K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.97K+ 5.25% |
$251K - $252K
|
99.5K
$5.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 34.36% |
$250K - $251K
|
19.4K
$979K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.95K+ 12.97% |
$250K - $251K
|
43.1K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.91KNew |
$248K - $249K
|
4.91K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.91K+ 13.41% |
$248K - $249K
|
41.5K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.65K+ 12.35% |
$235K - $236K
|
42.3K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.65K+ 379.9% |
$235K - $236K
|
5.87K
$297K
|
|
|
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
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.38K+ 93.86% |
$221K - $222K
|
9.06K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4.35KNew |
$220K - $220K
|
4.35K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.31K+ 5.95% |
$218K - $218K
|
76.8K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.26KNew |
$215K - $216K
|
4.26K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.24KNew |
$214K - $215K
|
4.24K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.09KNew |
$206K - $207K
|
4.09K
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.85K+ 1.29% |
$194K - $195K
|
302K
$15.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.75K+ 39.31% |
$189K - $190K
|
13.3K
$672K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.6K+ 89.96% |
$182K - $182K
|
7.6K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.55K+ 49.37% |
$179K - $180K
|
10.7K
$542K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.33K+ 2.39% |
$168K - $169K
|
143K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.27K+ 5.7% |
$165K - $166K
|
60.6K
$3.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.2K+ 0.76% |
$161K - $162K
|
422K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.19K+ 36.37% |
$161K - $162K
|
12K
$604K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.08K+ 21.05% |
$155K - $156K
|
17.7K
$895K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.82K+ 30.29% |
$142K - $143K
|
12.1K
$612K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.75K+ 3.66% |
$139K - $139K
|
77.8K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.71K+ 0.51% |
$137K - $137K
|
531K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.65K+ 32.14% |
$134K - $134K
|
10.9K
$550K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 23.5% |
$123K - $124K
|
12.9K
$649K
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.35K+ 22.18% |
$119K - $119K
|
13K
$655K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.25K+ 15.29% |
$113K - $114K
|
16.9K
$855K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.82K+ 197.29% |
$91.9K - $92.3K
|
2.74K
$139K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.71K+ 3.66% |
$86.1K - $86.4K
|
48.3K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.7K+ 15.41% |
$85.7K - $86K
|
12.7K
$642K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.33K+ 3.95% |
$67.2K - $67.4K
|
35K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 6.32% |
$55.8K - $56K
|
18.6K
$939K
|