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 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.12K- 6.96% |
$107K - $107K
|
28.3K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 15.39% |
$108K - $108K
|
11.8K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.6K- 10.68% |
$131K - $131K
|
21.7K
$1.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.67K- 13.44% |
$135K - $135K
|
17.2K
$870K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 15.0% |
$138K - $139K
|
15.5K
$782K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.82K- 17.57% |
$142K - $143K
|
13.2K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.83K- 86.96% |
$143K - $143K
|
424
$21.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.91K- 18.03% |
$147K - $147K
|
13.2K
$668K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3.17K- 35.75% |
$160K - $160K
|
5.69K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.26K- 14.61% |
$165K - $165K
|
19.1K
$962K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.37K- 25.26% |
$170K - $170K
|
9.96K
$503K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.9K- 3.63% |
$197K - $198K
|
104K
$5.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.04K- 1.3% |
$204K - $205K
|
306K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.15K- 9.61% |
$210K - $210K
|
39.1K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.47K- 16.87% |
$225K - $226K
|
22K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.71K- 36.03% |
$238K - $239K
|
8.36K
$422K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.73K- 10.55% |
$239K - $239K
|
40.1K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.78K- 3.3% |
$241K - $242K
|
140K
$7.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.89K- 15.59% |
$247K - $248K
|
26.5K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.02K- 29.24% |
$253K - $254K
|
12.2K
$614K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.14K- 32.28% |
$259K - $260K
|
10.8K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.17K- 37.83% |
$261K - $262K
|
8.49K
$429K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.36K- 6.92% |
$271K - $272K
|
72.1K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.42K- 47.07% |
$274K - $275K
|
6.1K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-5.54K- 0.34% |
$280K - $281K
|
1.62M
$82M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.57K- 1.53% |
$281K - $282K
|
358K
$18.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.67K- 2.55% |
$286K - $287K
|
217K
$11M
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.52K- 7.51% |
$329K - $330K
|
80.3K
$4.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.61K- 32.21% |
$334K - $335K
|
13.9K
$702K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.69K- 3.45% |
$337K - $339K
|
187K
$9.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.16K- 51.94% |
$362K - $363K
|
6.63K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8.33K- 9.38% |
$421K - $422K
|
80.5K
$4.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-8.89K- 17.42% |
$449K - $450K
|
42.1K
$2.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.1K- 16.92% |
$459K - $461K
|
44.7K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-9.67K- 99.18% |
$488K - $490K
|
80
$4.04K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.84K- 7.12% |
$497K - $498K
|
128K
$6.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.87K- 21.25% |
$498K - $500K
|
36.6K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 3.09% |
$515K - $517K
|
320K
$16.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.7K- 24.47% |
$541K - $543K
|
33.1K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-11.1K- 47.94% |
$562K - $564K
|
12.1K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.2K- 53.12% |
$564K - $566K
|
9.86K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-11.9K- 12.36% |
$600K - $603K
|
84.4K
$4.26M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12.4K- 68.3% |
$624K - $627K
|
5.74K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-12.5K- 6.45% |
$632K - $635K
|
182K
$9.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-12.8K- 60.82% |
$646K - $648K
|
8.25K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12.9K- 37.32% |
$649K - $651K
|
21.6K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-13.4K- 6.11% |
$676K - $678K
|
206K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 10.48% |
$775K - $778K
|
131K
$6.62M
|