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 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.11K+ 28.47% |
$55.8K - $56K
|
4.99K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.05K+ 1.33% |
$53.1K - $53.3K
|
80K
$4.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
891+ 48.9% |
$45K - $45.1K
|
2.71K
$137K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
815New |
$41.1K - $41.3K
|
815
$41.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
789+ 2.1% |
$39.8K - $40K
|
38.3K
$1.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
760+ 76000.0% |
$38.4K - $38.5K
|
761
$38.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
712New |
$35.9K - $36.1K
|
712
$35.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
610+ 2.59% |
$30.8K - $30.9K
|
24.2K
$1.22M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
525+ 11.63% |
$26.5K - $26.6K
|
5.04K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
523+ 8.28% |
$26.4K - $26.5K
|
6.84K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
503+ 250.25% |
$25.4K - $25.5K
|
704
$35.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
462+ 3.19% |
$23.3K - $23.4K
|
14.9K
$753K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
421+ 10.51% |
$21.2K - $21.3K
|
4.43K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
403+ 84.13% |
$20.3K - $20.4K
|
882
$44.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
300+ 2.58% |
$15.1K - $15.2K
|
11.9K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
213+ 2.71% |
$10.8K - $10.8K
|
8.08K
$408K
|
|
|
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
$708K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
147+ 1.76% |
$7.42K - $7.45K
|
8.52K
$430K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
113+ 0.01% |
$5.7K - $5.72K
|
1.81M
$91.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
92+ 0.97% |
$4.64K - $4.66K
|
9.53K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91New |
$4.59K - $4.61K
|
91
$4.59K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
90New |
$4.54K - $4.56K
|
90
$4.54K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
54+ 1.08% |
$2.73K - $2.74K
|
5.03K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.18% |
$2.67K - $2.68K
|
30K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
50New |
$2.52K - $2.53K
|
50
$2.52K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30+ 6.21% |
$1.51K - $1.52K
|
513
$25.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
29+ 1.12% |
$1.46K - $1.47K
|
2.61K
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
24New |
$1.21K - $1.22K
|
24
$1.21K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$707 - $709
|
6.38K
$322K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11+ 0.71% |
$555 - $557
|
1.56K
$78.8K
|
|
|
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 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 400.0% |
$202 - $203
|
5
$252
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
4New |
$202 - $203
|
4
$202
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.0% |
$202 - $203
|
481K
$24.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 1.16% |
$202 - $203
|
349
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$50.5 - $50.7
|
2.12K
$107K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.63% |
$50.5 - $50.7
|
160
$8.08K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.96% |
$50.5 - $50.7
|
105
$5.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 25.0% |
$50.5 - $50.7
|
3
$151
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.08% |
$101 - $101
|
2.36K
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7- 3.35% |
$353 - $355
|
202
$10.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14- 46.67% |
$707 - $709
|
16
$808
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-31- 0.58% |
$1.56K - $1.57K
|
5.28K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 1.17% |
$2.02K - $2.03K
|
3.37K
$170K
|