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
|
Private Trust CO Na
|
SELL
|
- |
-15.5K- 54.52% |
$784K - $787K
|
13K
$655K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 69.01% |
$834K - $837K
|
7.42K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-18.3K- 80.93% |
$925K - $928K
|
4.32K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.9K- 0.89% |
$1M - $1.01M
|
2.21M
$112M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-20.6K- 7.72% |
$1.04M - $1.04M
|
246K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.8K- 10.47% |
$1.1M - $1.1M
|
186K
$9.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-23K- 48.58% |
$1.16M - $1.16M
|
24.3K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 7.73% |
$1.18M - $1.19M
|
279K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-25.2K- 76.95% |
$1.27M - $1.28M
|
7.55K
$381K
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-25.8K- 10.87% |
$1.3M - $1.31M
|
212K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26.8K- 81.41% |
$1.35M - $1.36M
|
6.13K
$310K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-27.9K- 53.98% |
$1.41M - $1.42M
|
23.8K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-28.2K- 79.85% |
$1.42M - $1.43M
|
7.12K
$359K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-32.9K- 52.04% |
$1.66M - $1.67M
|
30.3K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-34.9K- 8.64% |
$1.76M - $1.77M
|
369K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-36.7K- 29.57% |
$1.85M - $1.86M
|
87.5K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.4K- 88.51% |
$2.34M - $2.35M
|
6.03K
$304K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47.8K- 64.76% |
$2.41M - $2.42M
|
26K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.9K- 62.99% |
$2.52M - $2.53M
|
29.3K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-54.5K- 47.93% |
$2.75M - $2.76M
|
59.1K
$2.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-55.4K- 40.55% |
$2.8M - $2.81M
|
81.3K
$4.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-57.8K- 21.8% |
$2.92M - $2.93M
|
207K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-58.2K- 28.17% |
$2.94M - $2.95M
|
148K
$7.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-59.6K- 87.99% |
$3.01M - $3.02M
|
8.14K
$411K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-62.7K- 61.6% |
$3.16M - $3.17M
|
39.1K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-63.1K- 89.56% |
$3.18M - $3.2M
|
7.36K
$371K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-64.6K- 19.29% |
$3.26M - $3.27M
|
270K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-66K- 66.91% |
$3.33M - $3.35M
|
32.7K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-72.6K- 68.58% |
$3.66M - $3.68M
|
33.3K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-72.9K- 21.83% |
$3.68M - $3.7M
|
261K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-80.9K- 5.65% |
$4.08M - $4.1M
|
1.35M
$68.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-96.2K- 7.87% |
$4.86M - $4.87M
|
1.13M
$56.8M
|
|
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-124K- 58.84% |
$6.26M - $6.29M
|
86.8K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-140K- 17.06% |
$7.07M - $7.09M
|
681K
$34.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-166K- 2.66% |
$8.38M - $8.41M
|
6.08M
$307M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-190K- 51.52% |
$9.57M - $9.61M
|
178K
$9.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-194K- 32.88% |
$9.77M - $9.81M
|
395K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-207K- 24.14% |
$10.5M - $10.5M
|
652K
$32.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-226K- 46.36% |
$11.4M - $11.5M
|
262K
$13.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-306K- 24.12% |
$15.4M - $15.5M
|
962K
$48.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-319K- 26.73% |
$16.1M - $16.1M
|
874K
$44.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-361K- 53.02% |
$18.2M - $18.3M
|
320K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-424K- 76.53% |
$21.4M - $21.5M
|
130K
$6.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-449K- 65.88% |
$22.7M - $22.7M
|
233K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-789K- 52.72% |
$39.8M - $40M
|
707K
$35.7M
|