Purchases and Sales Made in Q3 2024 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2024. 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, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
999K+ 59.56% |
$50.4M - $50.6M
|
2.68M
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873KNew |
$44M - $44.2M
|
873K
$44.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
671KNew |
$33.9M - $34M
|
671K
$33.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
408K+ 377.0% |
$20.6M - $20.7M
|
516K
$26.1M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
406K+ 1402.98% |
$20.5M - $20.6M
|
435K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
373K+ 10587.77% |
$18.8M - $18.9M
|
377K
$19M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
241K+ 19.49% |
$12.2M - $12.2M
|
1.48M
$74.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
203K+ 36.86% |
$10.3M - $10.3M
|
755K
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
173K+ 57.16% |
$8.71M - $8.75M
|
475K
$24M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
152K+ 9.97% |
$7.66M - $7.69M
|
1.67M
$84.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
131K+ 12.39% |
$6.6M - $6.63M
|
1.19M
$60M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
114K+ 10.63% |
$5.74M - $5.77M
|
1.19M
$59.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
109K+ 31.3% |
$5.47M - $5.5M
|
455K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
108K+ 44.98% |
$5.44M - $5.47M
|
348K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
88.7K+ 5.75% |
$4.47M - $4.49M
|
1.63M
$82.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
87.7K+ 703.72% |
$4.42M - $4.44M
|
100K
$5.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
87.3K+ 282.22% |
$4.4M - $4.42M
|
118K
$5.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.9K+ 134.7% |
$3.73M - $3.74M
|
129K
$6.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
56.4K+ 139.05% |
$2.84M - $2.86M
|
97K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
55.7K+ 1287.12% |
$2.81M - $2.82M
|
60K
$3.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
53.9K+ 30.1% |
$2.72M - $2.73M
|
233K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
53.1K+ 9.91% |
$2.67M - $2.69M
|
588K
$29.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46.6K+ 38.23% |
$2.35M - $2.36M
|
169K
$8.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
45.9K+ 547.86% |
$2.32M - $2.33M
|
54.3K
$2.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.6KNew |
$2.25M - $2.26M
|
44.6K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
44.4K+ 50.33% |
$2.24M - $2.25M
|
133K
$6.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
44.3K+ 30.25% |
$2.23M - $2.25M
|
191K
$9.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
40K+ 33.96% |
$2.02M - $2.03M
|
158K
$7.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
39.1K+ 7.52% |
$1.97M - $1.98M
|
559K
$28.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
35.7K+ 22.33% |
$1.8M - $1.81M
|
195K
$9.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.8K+ 16.29% |
$1.7M - $1.71M
|
241K
$12.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
33.5K+ 25.82% |
$1.69M - $1.7M
|
163K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
33.2K+ 210.38% |
$1.67M - $1.68M
|
48.9K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
32.3K+ 385.96% |
$1.63M - $1.64M
|
40.7K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
32.2K+ 3.37% |
$1.62M - $1.63M
|
987K
$49.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.4K+ 21.21% |
$1.58M - $1.59M
|
180K
$9.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.5K+ 2.28% |
$1.54M - $1.54M
|
1.37M
$69.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.5K+ 1749.36% |
$1.44M - $1.45M
|
30.2K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.5K+ 527.7% |
$1.38M - $1.39M
|
32.7K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26.4K+ 6.3% |
$1.33M - $1.34M
|
445K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
26.1K+ 30.35% |
$1.32M - $1.32M
|
112K
$5.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
23.1KNew |
$1.16M - $1.17M
|
23.1K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.5KNew |
$1.13M - $1.14M
|
22.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.8K+ 293.03% |
$1.1M - $1.1M
|
29.2K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.7K+ 34.04% |
$1.09M - $1.1M
|
85.4K
$4.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.9K+ 16.46% |
$1.05M - $1.06M
|
148K
$7.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
20.1K+ 4.57% |
$1.01M - $1.02M
|
459K
$23.2M
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19K+ 7.62% |
$957K - $961K
|
268K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.7KNew |
$941K - $946K
|
18.7K
$943K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.3K+ 54.17% |
$922K - $926K
|
52K
$2.63M
|