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 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-41- 0.16% |
$2.07K - $2.08K
|
25.5K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-42- 0.38% |
$2.12K - $2.13K
|
11K
$557K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-55- 0.61% |
$2.78K - $2.79K
|
8.96K
$452K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-57- 0.72% |
$2.88K - $2.89K
|
7.85K
$396K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-71- 43.03% |
$3.58K - $3.6K
|
94
$4.75K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-74- 1.11% |
$3.73K - $3.75K
|
6.57K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-84- 0.17% |
$4.24K - $4.26K
|
48.2K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-93- 0.56% |
$4.69K - $4.71K
|
16.6K
$840K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-100- 0.43% |
$5.05K - $5.07K
|
23.4K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-103- 1.39% |
$5.2K - $5.22K
|
7.28K
$368K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-105- 2.55% |
$5.3K - $5.32K
|
4.01K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-120- 37.97% |
$6.06K - $6.08K
|
196
$9.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-134- 7.51% |
$6.76K - $6.79K
|
1.65K
$83.4K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 0.78% |
$7.57K - $7.6K
|
19.1K
$963K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-170- 4.19% |
$8.58K - $8.61K
|
3.89K
$196K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-201- 14.79% |
$10.1K - $10.2K
|
1.16K
$58.5K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-250- 7.69% |
$12.6K - $12.7K
|
3K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-261- 2.78% |
$13.2K - $13.2K
|
9.12K
$461K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-262- 2.79% |
$13.2K - $13.3K
|
9.13K
$461K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-286- 1.0% |
$14.4K - $14.5K
|
28.4K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-310- 2.68% |
$15.6K - $15.7K
|
11.3K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-346- 0.07% |
$17.5K - $17.5K
|
504K
$25.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-393- 2.15% |
$19.8K - $19.9K
|
17.9K
$903K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-465- 3.24% |
$23.5K - $23.6K
|
13.9K
$702K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-480- 5.84% |
$24.2K - $24.3K
|
7.74K
$391K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-499- 1.0% |
$25.2K - $25.3K
|
49.3K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-680- 27.17% |
$34.3K - $34.4K
|
1.82K
$92K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-696- 1.1% |
$35.1K - $35.3K
|
62.6K
$3.16M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-815- 5.66% |
$41.1K - $41.3K
|
13.6K
$686K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-875- 0.89% |
$44.2K - $44.3K
|
97.5K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-940- 3.34% |
$47.4K - $47.6K
|
27.2K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-946- 12.64% |
$47.7K - $47.9K
|
6.54K
$330K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 7.69% |
$56K - $56.2K
|
13.3K
$672K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-1.2K- 50.74% |
$60.6K - $60.8K
|
1.17K
$58.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.21K- 0.81% |
$61.2K - $61.5K
|
149K
$7.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.23K- 22.31% |
$62.2K - $62.4K
|
4.29K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.37K- 3.43% |
$69K - $69.3K
|
38.5K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.38K- 10.88% |
$69.5K - $69.8K
|
11.3K
$570K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.38K- 12.35% |
$69.6K - $69.9K
|
9.79K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.42K- 96.73% |
$71.8K - $72K
|
48
$2.42K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.55K- 26.76% |
$78K - $78.3K
|
4.23K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.65K- 37.68% |
$83.1K - $83.4K
|
2.72K
$138K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.66K- 5.66% |
$83.5K - $83.8K
|
27.6K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.86K- 25.1% |
$93.9K - $94.2K
|
5.55K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2K- 20.51% |
$101K - $101K
|
7.75K
$391K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.04K- 2.63% |
$103K - $103K
|
75.3K
$3.8M
|