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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18.7K+ 163.31% |
$941K - $947K
|
30.1K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
18.6KNew |
$936K - $942K
|
18.6K
$936K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
18.5KNew |
$936K - $941K
|
18.5K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
18.4KNew |
$929K - $934K
|
18.4K
$928K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.2K+ 8.92% |
$916K - $921K
|
222K
$11.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
18.1KNew |
$914K - $919K
|
18.1K
$913K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.1KNew |
$864K - $869K
|
17.1K
$864K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
16.8KNew |
$847K - $852K
|
16.8K
$847K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.6KNew |
$836K - $841K
|
16.6K
$836K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15.8KNew |
$796K - $800K
|
15.8K
$796K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
15.7KNew |
$792K - $796K
|
15.7K
$792K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
15.6K+ 2.12% |
$788K - $793K
|
752K
$37.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.5K+ 1467.8% |
$782K - $786K
|
16.6K
$835K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
15.3KNew |
$770K - $775K
|
15.3K
$770K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.1KNew |
$764K - $769K
|
15.1K
$764K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
14.7K+ 2.92% |
$744K - $748K
|
519K
$26.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7KNew |
$740K - $744K
|
14.7K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.4KNew |
$729K - $733K
|
14.4K
$729K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
14.2K+ 1.89% |
$719K - $723K
|
770K
$38.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14.1KNew |
$709K - $713K
|
14.1K
$709K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
14KNew |
$707K - $711K
|
14K
$707K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
13.9KNew |
$702K - $706K
|
13.9K
$701K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
13.8K+ 98.79% |
$696K - $700K
|
27.8K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
13.7KNew |
$691K - $695K
|
13.7K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$665K - $669K
|
13.2K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12.8KNew |
$648K - $651K
|
12.8K
$647K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 93.76% |
$635K - $638K
|
26K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$632K - $635K
|
12.5K
$631K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
12.2KNew |
$615K - $618K
|
12.2K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.8K+ 82.52% |
$596K - $600K
|
26.1K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.7K+ 86.18% |
$589K - $592K
|
25.2K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 7.29% |
$588K - $591K
|
171K
$8.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
11.5K+ 5.79% |
$583K - $586K
|
211K
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$568K - $571K
|
11.3K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11.2KNew |
$565K - $568K
|
11.2K
$565K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11.1K+ 16.8% |
$558K - $562K
|
76.9K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 4.04% |
$539K - $542K
|
275K
$13.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
10.6K+ 7.57% |
$534K - $537K
|
150K
$7.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
10.5KNew |
$531K - $534K
|
10.5K
$531K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.5KNew |
$529K - $532K
|
10.5K
$528K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10.2KNew |
$516K - $519K
|
10.2K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10K+ 617.65% |
$507K - $510K
|
11.7K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.91K+ 1.88% |
$500K - $503K
|
537K
$27.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9.78K+ 2013.17% |
$494K - $496K
|
10.3K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.27KNew |
$468K - $470K
|
9.27K
$468K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
9.22KNew |
$465K - $468K
|
9.22K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.15K+ 15.43% |
$462K - $464K
|
68.5K
$3.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.12KNew |
$460K - $463K
|
9.12K
$460K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
8.86KNew |
$447K - $450K
|
8.86K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.73KNew |
$441K - $443K
|
8.73K
$440K
|