Purchases and Sales Made in Q3 2023 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.8M+ 732.32% |
$1.3B - $1.31B
|
29.4M
$1.48B
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.24M+ 113.67% |
$315M - $317M
|
11.7M
$593M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.69MNew |
$237M - $238M
|
4.69M
$237M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.16M+ 249.5% |
$210M - $211M
|
5.83M
$295M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.71MNew |
$187M - $188M
|
3.71M
$187M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.47M+ 86.36% |
$175M - $176M
|
7.48M
$378M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.23M+ 405.64% |
$163M - $164M
|
4.03M
$204M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.22MNew |
$162M - $163M
|
3.22M
$162M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27MNew |
$114M - $115M
|
2.27M
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.6M+ 1069.75% |
$80.6M - $81M
|
1.75M
$88.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5M+ 80.65% |
$75.7M - $76.1M
|
3.36M
$170M
|
|
|
Oct 23, 2023
Q3 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.07MNew |
$53.8M - $54.1M
|
1.07M
$53.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.03M+ 31.83% |
$52.1M - $52.3M
|
4.27M
$216M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
975KNew |
$49.2M - $49.5M
|
975K
$49.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
911K+ 112.85% |
$45.9M - $46.2M
|
1.72M
$86.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
774K+ 603.32% |
$39.1M - $39.3M
|
902K
$45.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
752K+ 156.58% |
$37.9M - $38.1M
|
1.23M
$62.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
678K+ 4583.27% |
$34.2M - $34.4M
|
693K
$35M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
676K+ 389.66% |
$34.1M - $34.3M
|
849K
$42.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
664K+ 86.57% |
$33.5M - $33.7M
|
1.43M
$72.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
641KNew |
$32.3M - $32.5M
|
641K
$32.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
640KNew |
$32.3M - $32.5M
|
640K
$32.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
596KNew |
$30.1M - $30.2M
|
596K
$30.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
555KNew |
$28M - $28.2M
|
555K
$28M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
522K+ 149.81% |
$26.4M - $26.5M
|
871K
$44M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
452KNew |
$22.8M - $22.9M
|
452K
$22.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
430K+ 33.21% |
$21.7M - $21.8M
|
1.72M
$87.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
423K+ 58.73% |
$21.4M - $21.5M
|
1.14M
$57.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
417KNew |
$21.1M - $21.2M
|
417K
$21.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
406K+ 129.9% |
$20.5M - $20.6M
|
718K
$36.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
386K+ 1157.79% |
$19.5M - $19.6M
|
419K
$21.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
367KNew |
$18.5M - $18.6M
|
367K
$18.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
362K+ 49142.47% |
$18.3M - $18.4M
|
363K
$18.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
358KNew |
$18.1M - $18.2M
|
358K
$18.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
351K+ 110.27% |
$17.7M - $17.8M
|
670K
$33.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
301K+ 43.34% |
$15.2M - $15.3M
|
996K
$50.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
282K+ 1298.25% |
$14.2M - $14.3M
|
303K
$15.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
280K+ 34.66% |
$14.1M - $14.2M
|
1.09M
$54.9M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
277K+ 229.47% |
$14M - $14M
|
397K
$20.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
276KNew |
$13.9M - $14M
|
276K
$13.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
272K+ 76.58% |
$13.7M - $13.8M
|
626K
$31.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
262K+ 282.94% |
$13.2M - $13.3M
|
355K
$17.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
258K+ 12.0% |
$13M - $13.1M
|
2.41M
$122M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
252K+ 140.24% |
$12.7M - $12.8M
|
432K
$21.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
250K+ 145.91% |
$12.6M - $12.7M
|
421K
$21.3M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
245KNew |
$12.3M - $12.4M
|
245K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
242K+ 27.01% |
$12.2M - $12.3M
|
1.14M
$57.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
240KNew |
$12.1M - $12.2M
|
240K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
240K+ 9301.7% |
$12.1M - $12.2M
|
243K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
233KNew |
$11.7M - $11.8M
|
233K
$11.8M
|