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
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
4.33K
+ 30.51%
$218K - $220K
18.5K $936K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
4.3K
New
$217K - $218K
4.3K $217K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
4.23K
New
$213K - $215K
4.23K $214K
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
4.18K
New
$211K - $212K
4.18K $211K
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
4.17K
New
$210K - $211K
4.17K $211K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.11K
New
$207K - $209K
4.11K $208K
Oct 24, 2023 Q3 2023
Tcwp LLC

Tampa, FL
BUY
 -
4.09K
New
$207K - $208K
4.09K $207K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
4.05K
New
$205K - $206K
4.05K $205K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
4.04K
New
$204K - $205K
4.04K $204K
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
4.03K
+ 1.47%
$204K - $205K
279K $14.1M
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

BUY
 -
3.89K
+ 93.19%
$196K - $197K
8.06K $407K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
3.64K
New
$184K - $185K
3.64K $184K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
3.5K
+ 50.44%
$177K - $178K
10.4K $528K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.5K
+ 5.27%
$177K - $177K
69.8K $3.53M
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
3.26K
+ 58.66%
$164K - $165K
8.81K $445K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
3.2K
New
$162K - $163K
3.2K $162K
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
3.09K
+ 7.77%
$156K - $157K
42.9K $2.17M
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
3.03K
+ 8.29%
$153K - $154K
39.6K $2M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.71K
+ 9.13%
$137K - $138K
32.4K $1.64M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
2.52K
+ 39.55%
$127K - $128K
8.9K $449K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2.37K
New
$120K - $120K
2.37K $120K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
2.37K
+ 47.21%
$119K - $120K
7.38K $373K
Oct 19, 2023 Q3 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
2.02K
+ 8.24%
$102K - $102K
26.5K $1.34M
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
1.97K
+ 43.83%
$99.2K - $99.8K
6.45K $326K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
1.65K
+ 134.67%
$83.1K - $83.6K
2.87K $145K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.31K
New
$66.2K - $66.6K
1.31K $66.3K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.27K
+ 40.22%
$64K - $64.4K
4.42K $224K
Oct 11, 2023 Q3 2023
J2 Capital Management Inc

BUY
 -
1.21K
+ 0.82%
$61.1K - $61.4K
149K $7.54M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
1.14K
+ 1.97%
$57.6K - $57.9K
59.2K $2.99M
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1.1K
New
$55.6K - $55.9K
1.1K $55.6K
Nov 27, 2023 Q3 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
1K
+ 4.72%
$50.5K - $50.7K
22.2K $1.12M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
892
+ 3.36%
$45K - $45.3K
27.4K $1.39M
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
731
+ 2.2%
$36.9K - $37.1K
34K $1.72M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
720
+ 2.92%
$36.3K - $36.5K
25.4K $1.28M
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
635
+ 6.94%
$32K - $32.2K
9.78K $494K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
587
New
$29.6K - $29.8K
587 $29.7K
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
552
New
$27.9K - $28K
552 $27.9K
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
548
+ 5.18%
$27.7K - $27.8K
11.1K $562K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
524
+ 26.03%
$26.4K - $26.6K
2.54K $128K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
497
New
$25.1K - $25.2K
497 $25.1K
Nov 01, 2023 Q3 2023
Sovereign Investment Advisors, LLC

BUY
 -
436
+ 0.44%
$22K - $22.1K
99.6K $5.03M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
348
New
$17.6K - $17.7K
348 $17.6K
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

BUY
 -
337
+ 1.91%
$17K - $17.1K
17.9K $907K
Oct 10, 2023 Q3 2023
Bts Asset Management, Inc.

BUY
 -
303
+ 2.91%
$15.3K - $15.4K
10.7K $541K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
297
+ 7.39%
$15K - $15.1K
4.32K $218K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
293
New
$14.8K - $14.9K
293 $14.8K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
292
New
$14.7K - $14.8K
292 $14.8K
Oct 12, 2023 Q3 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
285
+ 0.43%
$14.4K - $14.5K
66.1K $3.34M
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
246
New
$12.4K - $12.5K
246 $12.4K

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