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
Oct 19, 2023 Q3 2023	Cobblestone Asset Management LLC Richmond, VA	BUY	-	94K New	$4.74M - $4.77M	94K $4.75M
Nov 07, 2023 Q3 2023	Merit Financial Group, LLC	BUY	-	90.4K New	$4.56M - $4.58M	90.4K $4.56M
Nov 09, 2023 Q3 2023	Sig Fig Wealth Management, LLC San Francisco, CA	BUY	-	88.6K New	$4.47M - $4.5M	88.6K $4.48M
Nov 02, 2023 Q3 2023	C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH	BUY	-	88.6K New	$4.47M - $4.49M	88.6K $4.47M
Oct 05, 2023 Q3 2023	Almanack Investment Partners, Llc. Wayne, PA	BUY	-	87.9K + 210.14%	$4.44M - $4.46M	130K $6.55M
Oct 24, 2023 Q3 2023	Legacy Financial Group LLC	BUY	-	87.6K New	$4.42M - $4.44M	87.6K $4.43M
Nov 14, 2023 Q3 2023	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	87.4K New	$4.41M - $4.44M	87.4K $4.42M
Oct 06, 2023 Q3 2023	West Wealth Group, LLC	BUY	-	87K New	$4.39M - $4.41M	87K $4.4M
Oct 10, 2023 Q3 2023	National Bank Of Canada	BUY	-	84.5K New	$4.27M - $4.29M	84.5K $4.27M
Nov 14, 2023 Q3 2023	United Capital Financial Advisers, LLC Newport Beach, CA	BUY	-	82.6K + 183.85%	$4.17M - $4.19M	128K $6.44M
Oct 13, 2023 Q3 2023	Cypress Wealth Services, LLC	BUY	-	77.9K New	$3.93M - $3.95M	77.9K $3.93M
Nov 09, 2023 Q3 2023	Wealth Alliance Mellville, NY	BUY	-	73.8K New	$3.72M - $3.74M	73.8K $3.73M
Nov 14, 2023 Q3 2023	Northwestern Mutual Wealth Management CO	BUY	-	73.2K + 74.85%	$3.69M - $3.71M	171K $8.64M
Nov 15, 2023 Q3 2023	Integrated Wealth Concepts LLC	BUY	-	73K + 454.04%	$3.68M - $3.7M	89K $4.5M
Nov 13, 2023 Q3 2023	Wealth Enhancement Advisory Services, LLC	BUY	-	72.2K New	$3.64M - $3.67M	72.2K $3.65M
Nov 09, 2023 Q3 2023	Axs Investments LLC Port Chester, NY	BUY	-	72K New	$3.63M - $3.65M	72K $3.64M
Nov 01, 2023 Q3 2023	Bank Of Montreal Toronto, A6	BUY	-	71.6K + 26.47%	$3.61M - $3.63M	342K $17.3M
Oct 23, 2023 Q3 2023	Pettinga Financial Advisors, LLC	BUY	-	71.4K New	$3.61M - $3.63M	71.4K $3.61M
Nov 13, 2023 Q3 2023	Wescap Management Group, Inc. Glendale, CA	BUY	-	70.9K + 219.82%	$3.58M - $3.6M	103K $5.21M
Nov 13, 2023 Q3 2023	Regal Investment Advisors LLC Kentwood, MI	BUY	-	70.6K + 145.53%	$3.56M - $3.58M	119K $6.02M
Oct 10, 2023 Q3 2023	Castle Rock Wealth Management, LLC	BUY	-	67.5K + 46.13%	$3.41M - $3.43M	214K $10.8M
Nov 13, 2023 Q3 2023	Farther Finance Advisors, LLC San Francisco, CA	BUY	-	65.3K + 220.03%	$3.29M - $3.31M	94.9K $4.79M
Oct 12, 2023 Q3 2023	New Capital Management LP	BUY	-	65.1K + 37.08%	$3.28M - $3.3M	241K $12.2M
Nov 09, 2023 Q3 2023	Kestra Advisory Services, LLC	BUY	-	64.8K + 224.95%	$3.27M - $3.29M	93.6K $4.73M
Nov 14, 2023 Q3 2023	Advisory Services Network, LLC	BUY	-	62.3K + 294.33%	$3.15M - $3.16M	83.5K $4.22M
Oct 19, 2023 Q3 2023	Apeiron Ria LLC	BUY	-	62K New	$3.13M - $3.15M	62K $3.13M
Oct 18, 2023 Q3 2023	Strategic Blueprint, LLC Atlanta, GA	BUY	-	60.6K New	$3.06M - $3.08M	60.6K $3.06M
Nov 13, 2023 Q3 2023	Wintrust Investments LLC Chicago, IL	BUY	-	60K + 11.82%	$3.03M - $3.05M	568K $28.7M
Oct 25, 2023 Q3 2023	Wealth Shield Partners, LLC Cary, NC	BUY	-	60K New	$3.03M - $3.05M	60K $3.03M
Nov 08, 2023 Q3 2023	Choreo, LLC Minneapolis, MN	BUY	-	59.8K New	$3.02M - $3.03M	59.8K $3.02M
Oct 19, 2023 Q3 2023	U.S. Capital Wealth Advisors, LLC Austin, TX	BUY	-	59.6K New	$3.01M - $3.03M	59.6K $3.01M
Oct 10, 2023 Q3 2023	Vigilare Wealth Management	BUY	-	58.6K + 73.57%	$2.96M - $2.97M	138K $6.98M
Nov 13, 2023 Q3 2023	Liberty Wealth Management LLC Oakland, CA	BUY	-	57.6K + 582.06%	$2.91M - $2.92M	67.5K $3.41M
Nov 14, 2023 Q3 2023	Vertex Planning Partners, LLC Downers Grove, IL	BUY	-	55.2K + 46.96%	$2.78M - $2.8M	173K $8.73M
Nov 14, 2023 Q3 2023	Cahill Financial Advisors Inc Edina, MN	BUY	-	55.2K New	$2.78M - $2.8M	55.2K $2.79M
Nov 13, 2023 Q3 2023	Tradition Wealth Management, LLC	BUY	-	50.1K New	$2.53M - $2.54M	50.1K $2.53M
Nov 13, 2023 Q3 2023	Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL	BUY	-	49.3K New	$2.49M - $2.5M	49.3K $2.49M
Oct 10, 2023 Q3 2023	Northwest Quadrant Wealth Management, LLC	BUY	-	48K + 7.04%	$2.42M - $2.44M	730K $36.9M
Nov 03, 2023 Q3 2023	Capital Wealth Alliance, LLC	BUY	-	45.7K + 194.91%	$2.31M - $2.32M	69.2K $3.5M
Oct 26, 2023 Q3 2023	Hoxton Planning & Management, LLC Shepherdstown, WV	BUY	-	45.5K New	$2.3M - $2.31M	45.5K $2.3M
Oct 20, 2023 Q3 2023	My Legacy Advisors, LLC	BUY	-	44.8K New	$2.26M - $2.27M	44.8K $2.26M
Oct 12, 2023 Q3 2023	Mayflower Financial Advisors, LLC	BUY	-	44.4K New	$2.24M - $2.25M	44.4K $2.24M
Nov 13, 2023 Q3 2023	Robertson Stephens Wealth Management, LLC San Francisco, CA	BUY	-	44.2K + 77.29%	$2.23M - $2.24M	101K $5.13M
Nov 01, 2023 Q3 2023	Csenge Advisory Group	BUY	-	42.3K New	$2.13M - $2.15M	42.3K $2.14M
Nov 13, 2023 Q3 2023	Dfpg Investments, LLC	BUY	-	42.2K New	$2.13M - $2.14M	42.2K $2.13M
Nov 07, 2023 Q3 2023	Strategic Financial Concepts, LLC San Antonio, TX	BUY	-	42.1K + 106.47%	$2.12M - $2.13M	81.6K $4.12M
Nov 13, 2023 Q3 2023	Iron Bridge Private Wealth, LLC	BUY	-	41.9K + 24.33%	$2.11M - $2.13M	214K $10.8M
Oct 24, 2023 Q3 2023	Stratos Wealth Advisors, LLC	BUY	-	41.2K New	$2.08M - $2.09M	41.2K $2.08M
Oct 19, 2023 Q3 2023	Simplicity Wealth,Llc	BUY	-	39.6K New	$2M - $2.01M	39.6K $2M
Oct 24, 2023 Q3 2023	Grant	BUY	-	38.7K + 7.15%	$1.95M - $1.96M	580K $29.3M

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells TFLO shares.

Notify only if

Value

Insider Trading

Get notified when an Ishares Treasury Floating Rate insider buys or sells TFLO shares.

Notify only if

Operation

Value

Type

News

Receive news related to ISHARES TREASURY FLOATING RATE

Track Activities on TFLO

Account

Purchases and Sales Made in Q3 2023 in Ishares Treasury Floating Rate (TFLO)

94K

90.4K

88.6K

88.6K

87.9K

87.6K

87.4K

87K

84.5K

82.6K

77.9K

73.8K

73.2K

73K

72.2K

72K

71.6K

71.4K

70.9K

70.6K

67.5K

65.3K

65.1K

64.8K

62.3K

62K

60.6K

60K

60K

59.8K

59.6K

58.6K

57.6K

55.2K

55.2K

50.1K

49.3K

48K

45.7K

45.5K

44.8K

44.4K

44.2K

42.3K

42.2K

42.1K

41.9K

41.2K

39.6K

38.7K

Track Institutional and Insider Activities on TFLO

Institutional Portfolio Updates

Insider Trading

News