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 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
218
New
$11K - $11.1K
218 $11K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
214
+ 47.24%
$10.8K - $10.9K
667 $33.6K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
193
New
$9.74K - $9.79K
193 $9.73K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
184
+ 221.69%
$9.28K - $9.34K
267 $13.5K
Nov 13, 2023 Q3 2023
Riggs Asset Managment Co. Inc.

BUY
 -
139
New
$7.01K - $7.05K
139 $7.01K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
60
+ 60.0%
$3.03K - $3.04K
160 $8.07K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
57
+ 38.78%
$2.88K - $2.89K
204 $10.3K
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
52
+ 2.55%
$2.62K - $2.64K
2.09K $105K
Oct 24, 2023 Q3 2023
Advisor Resource Council

BUY
 -
49
+ 1.18%
$2.47K - $2.49K
4.21K $212K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
43
New
$2.17K - $2.18K
43 $2.17K
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

BUY
 -
20
+ 0.16%
$1.01K - $1.01K
12.2K $618K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
15
New
$757 - $761
15 $757
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
3
+ 0.17%
$151 - $152
1.78K $89.8K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
1
New
$50.5 - $50.7
1 $50.4
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
0
New
$0 - $0
0 $0
Dec 02, 2024 Q3 2023
Cypress Capital, LLC

SELL
 -
-4
- 0.8%
$202 - $203
497 $25.1K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-39
- 33.33%
$1.97K - $1.98K
78 $3.93K
Oct 11, 2023 Q3 2023
Insight Folios Inc

SELL
 -
-85
- 1.1%
$4.29K - $4.31K
7.64K $385K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-123
- 0.9%
$6.21K - $6.24K
13.6K $686K
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

SELL
 -
-138
- 29.18%
$6.96K - $7K
335 $16.9K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-146
- 50.34%
$7.37K - $7.41K
144 $7.26K
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-172
- 1.86%
$8.68K - $8.73K
9.08K $458K
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
SELL
 -
-218
- 4.05%
$11K - $11.1K
5.16K $260K
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-315
- 9.12%
$15.9K - $16K
3.14K $158K
Nov 14, 2023 Q3 2023
Titleist Asset Management, LLC

San Antonio, TX
SELL
 -
-324
- 2.65%
$16.3K - $16.4K
11.9K $601K
Nov 14, 2023 Q3 2023
Blue Edge Capital, LLC

Richmond, VA
SELL
 -
-389
- 0.9%
$19.6K - $19.7K
42.8K $2.16M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

SELL
 -
-392
- 5.81%
$19.8K - $19.9K
6.36K $321K
Oct 26, 2023 Q3 2023
Vishria Bird Financial Group, LLC

SELL
 -
-394
- 0.27%
$19.9K - $20K
146K $7.36M
Oct 12, 2023 Q3 2023
G&S Capital LLC

SELL
 -
-407
- 3.92%
$20.5K - $20.7K
9.98K $503K
Nov 07, 2023 Q3 2023
Knowledge Leaders Capital, LLC

SELL
 -
-414
- 0.4%
$20.9K - $21K
102K $5.17M
Jun 03, 2024 Q3 2023
Vontobel Holding Ltd.

SELL
 -
-440
- 4.24%
$22.2K - $22.3K
9.95K $502K
Oct 10, 2023 Q3 2023
Vontobel Holding Ltd.

SELL
 -
-440
- 4.24%
$22.2K - $22.3K
9.95K $502K
Oct 31, 2023 Q3 2023
Buttonwood Financial Group, LLC

SELL
 -
-577
- 0.75%
$29.1K - $29.3K
76.5K $3.86M
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-622
- 9.61%
$31.4K - $31.6K
5.85K $295K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

SELL
 -
-636
- 6.79%
$32.1K - $32.3K
8.73K $440K
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

SELL
 -
-684
- 5.97%
$34.5K - $34.7K
10.8K $544K
Oct 31, 2023 Q3 2023
James Investment Research Inc

SELL
 -
-908
- 1.01%
$45.8K - $46.1K
88.8K $4.48M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-931
- 48.11%
$47K - $47.2K
1K $50.6K
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

SELL
 -
-1.04K
- 6.69%
$52.6K - $52.9K
14.5K $734K
Nov 14, 2023 Q3 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-1.4K
- 2.99%
$70.6K - $71K
45.5K $2.3M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

SELL
 -
-1.75K
- 8.85%
$88.1K - $88.6K
18K $907K
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

SELL
 -
-1.88K
- 17.34%
$95K - $95.5K
8.98K $453K
Nov 06, 2023 Q3 2023
Victory Capital Management Inc

SELL
 -
-2.1K
- 0.51%
$106K - $107K
412K $20.8M
Oct 30, 2023 Q3 2023
Helen Stephens Group, LLC

SELL
 -
-2.18K
- 4.56%
$110K - $111K
45.6K $2.3M
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-2.5K
- 30.61%
$126K - $127K
5.67K $286K
Nov 06, 2023 Q3 2023
Private Wealth Partners, LLC

SELL
 -
-2.55K
- 14.17%
$129K - $129K
15.5K $779K
Nov 13, 2023 Q3 2023
Milestone Asset Management, LLC

Pittsburgh, PA
SELL
 -
-2.74K
- 36.89%
$138K - $139K
4.69K $237K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-2.96K
- 5.5%
$149K - $150K
50.9K $2.57M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-3K
- 34.48%
$151K - $152K
5.7K $288K

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