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

TFLO Quotes by TradingView

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 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
38.7K
New
$1.95M - $1.96M
38.7K $1.96M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
37.7K
+ 131.02%
$1.9M - $1.91M
66.5K $3.36M
Nov 13, 2023 Q3 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
37.3K
New
$1.88M - $1.89M
37.3K $1.89M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
36.4K
+ 176.76%
$1.84M - $1.85M
57K $2.88M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
36.1K
New
$1.82M - $1.83M
36.1K $1.83M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
35.3K
New
$1.78M - $1.79M
35.3K $1.78M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
35.1K
New
$1.77M - $1.78M
35.1K $1.77M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
34.5K
New
$1.74M - $1.75M
34.5K $1.74M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
34.4K
+ 2.6%
$1.74M - $1.74M
1.36M $68.5M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
34.1K
New
$1.72M - $1.73M
34.1K $1.72M
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
33.6K
New
$1.69M - $1.7M
33.6K $1.7M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
33.5K
+ 612.17%
$1.69M - $1.7M
39K $1.97M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
32.8K
+ 20735.44%
$1.65M - $1.66M
32.9K $1.66M
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

BUY
 -
32.6K
New
$1.65M - $1.65M
32.6K $1.65M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
32.4K
+ 12.51%
$1.63M - $1.64M
291K $14.7M
Oct 16, 2023 Q3 2023
Montecito Bank & Trust

BUY
 -
31.7K
+ 295.44%
$1.6M - $1.61M
42.4K $2.14M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
30.2K
+ 52.99%
$1.53M - $1.53M
87.3K $4.41M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
30.1K
+ 10.34%
$1.52M - $1.53M
321K $16.2M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
29.5K
New
$1.49M - $1.49M
29.5K $1.49M
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
29.4K
New
$1.49M - $1.49M
29.4K $1.49M
Oct 06, 2023 Q3 2023
St. Louis Financial Planners Asset Management, LLC

Chesterfield, MO
BUY
 -
29K
+ 17.46%
$1.47M - $1.47M
195K $9.87M
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
28.2K
New
$1.42M - $1.43M
28.2K $1.43M
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
28K
+ 97.11%
$1.41M - $1.42M
56.8K $2.87M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
27.3K
+ 27.24%
$1.38M - $1.39M
128K $6.45M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
26.1K
New
$1.32M - $1.33M
26.1K $1.32M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
26K
New
$1.31M - $1.32M
26K $1.31M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
24.2K
+ 28.5%
$1.22M - $1.23M
109K $5.52M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
24.2K
+ 322.85%
$1.22M - $1.23M
31.7K $1.6M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
24K
New
$1.21M - $1.22M
24K $1.21M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
23.6K
New
$1.19M - $1.2M
23.6K $1.19M
Nov 13, 2023 Q3 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
22.8K
New
$1.15M - $1.16M
22.8K $1.15M
Oct 11, 2023 Q3 2023
Moulton Wealth Management, Inc

BUY
 -
22.8K
+ 6.32%
$1.15M - $1.16M
383K $19.4M
Nov 13, 2023 Q3 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
22.6K
New
$1.14M - $1.15M
22.6K $1.14M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
21.9K
New
$1.11M - $1.11M
21.9K $1.11M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
21.9K
+ 32.59%
$1.1M - $1.11M
89.1K $4.5M
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
21.4K
New
$1.08M - $1.09M
21.4K $1.08M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
20.9K
+ 62.01%
$1.06M - $1.06M
54.7K $2.76M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
20.9K
New
$1.05M - $1.06M
20.9K $1.05M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
20.7K
New
$1.05M - $1.05M
20.7K $1.05M
Oct 19, 2023 Q3 2023
Derbend Asset Management

BUY
 -
20.6K
New
$1.04M - $1.04M
20.6K $1.04M
Oct 19, 2023 Q3 2023
West End Advisors, LLC

BUY
 -
20.4K
+ 1.75%
$1.03M - $1.04M
1.19M $60M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
20.2K
+ 130.04%
$1.02M - $1.03M
35.8K $1.81M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
20.1K
+ 3434.98%
$1.02M - $1.02M
20.7K $1.05M
Nov 13, 2023 Q3 2023
Main Management LLC

San Francisco, CA
BUY
 -
20.1K
+ 37.09%
$1.01M - $1.02M
74.2K $3.75M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
19.8K
+ 33.0%
$999K - $1M
79.8K $4.03M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
19.5K
+ 229.43%
$985K - $990K
28K $1.42M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
19.3K
New
$976K - $982K
19.3K $977K
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
19.2K
New
$970K - $975K
19.2K $971K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
19K
+ 20.19%
$961K - $966K
113K $5.73M

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