Purchases and Sales Made in Q3 2022 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
4.72K+ 7.39% |
$238K - $238K
|
68.5K
$3.46M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.63KNew |
$233K - $234K
|
4.63K
$234K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.58KNew |
$231K - $231K
|
4.58K
$232K
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.42KNew |
$223K - $223K
|
4.42K
$223K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.33K+ 100.21% |
$218K - $219K
|
8.65K
$437K
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
BUY
|
- |
4.1KNew |
$206K - $207K
|
4.1K
$207K
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
3.89K+ 7.45% |
$196K - $196K
|
56K
$2.83M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.67K+ 57.8% |
$134K - $135K
|
7.28K
$368K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.3KNew |
$116K - $116K
|
2.3K
$116K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.24K+ 35.29% |
$113K - $113K
|
8.59K
$434K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1.84KNew |
$92.7K - $93K
|
1.84K
$93K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.74K+ 22.04% |
$87.7K - $87.9K
|
9.64K
$487K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.72K+ 22.33% |
$86.8K - $87K
|
9.44K
$477K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.52K+ 55.75% |
$76.4K - $76.7K
|
4.24K
$214K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.37KNew |
$69.1K - $69.3K
|
1.37K
$69.3K
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.23K+ 0.85% |
$62.1K - $62.3K
|
146K
$7.36M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.18KNew |
$59.6K - $59.8K
|
1.18K
$59.8K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.15K+ 12.4% |
$58.1K - $58.2K
|
10.5K
$528K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
867+ 1.68% |
$43.7K - $43.8K
|
52.5K
$2.65M
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
711New |
$35.8K - $35.9K
|
711
$35.9K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
699+ 45.07% |
$35.2K - $35.3K
|
2.25K
$114K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
543+ 9.37% |
$27.3K - $27.4K
|
6.34K
$320K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
478+ 18.84% |
$24.1K - $24.1K
|
3.02K
$152K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
452+ 7.23% |
$22.8K - $22.8K
|
6.7K
$339K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
276New |
$13.9K - $13.9K
|
276
$13.9K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
202+ 28.94% |
$10.2K - $10.2K
|
900
$45.5K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
158New |
$7.96K - $7.98K
|
158
$7.98K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
96+ 88.89% |
$4.83K - $4.85K
|
204
$10.3K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
78New |
$3.93K - $3.94K
|
78
$3.94K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
53+ 0.04% |
$2.67K - $2.68K
|
140K
$7.05M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
52New |
$2.62K - $2.63K
|
52
$2.63K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
11New |
$554 - $556
|
11
$556
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9+ 0.17% |
$453 - $455
|
5.32K
$269K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 11.76% |
$201 - $202
|
38
$1.92K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-114- 1.19% |
$5.74K - $5.76K
|
9.5K
$480K
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-622- 2.52% |
$31.3K - $31.4K
|
24.1K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-931- 97.28% |
$46.9K - $47K
|
26
$1.31K
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-975- 7.22% |
$49.1K - $49.2K
|
12.5K
$633K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.34K- 16.99% |
$67.5K - $67.7K
|
6.55K
$331K
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.52K- 10.44% |
$76.7K - $77K
|
13.1K
$661K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.69K- 3.61% |
$85.2K - $85.5K
|
45.3K
$2.29M
|
|
Oct 19, 2022
Q3 2022
|
Insight Folios Inc
|
SELL
|
- |
-2.01K- 9.14% |
$101K - $102K
|
20K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 32.05% |
$104K - $105K
|
4.39K
$222K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.34K- 51.53% |
$118K - $118K
|
2.2K
$111K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.21K- 18.52% |
$162K - $162K
|
14.1K
$713K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-3.5K- 4.51% |
$176K - $177K
|
74.1K
$3.75M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.72K- 2.5% |
$187K - $188K
|
145K
$7.34M
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.27K- 68.49% |
$215K - $215K
|
1.96K
$99.2K
|
|
Nov 09, 2022
Q3 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-6.36K- 97.41% |
$320K - $321K
|
169
$8.54K
|