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 |
---|---|---|---|---|---|---|---|
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
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
18K+ 2.38% |
$908K - $912K
|
775K
$39.2M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.5K+ 1.45% |
$882K - $886K
|
1.22M
$61.7M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
16.8K+ 73.12% |
$847K - $851K
|
39.8K
$2.01M
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
15K+ 3.21% |
$756K - $760K
|
483K
$24.4M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.9K+ 32.47% |
$750K - $753K
|
60.7K
$3.07M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.7K+ 182.74% |
$741K - $745K
|
22.7K
$1.15M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.3KNew |
$672K - $676K
|
13.3K
$674K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$607K - $610K
|
12K
$608K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
12KNew |
$604K - $607K
|
12K
$605K
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10.7K+ 4.05% |
$538K - $541K
|
274K
$13.8M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
10.2KNew |
$515K - $518K
|
10.2K
$516K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
10.2K+ 2.41% |
$513K - $516K
|
433K
$21.9M
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
10.2KNew |
$512K - $515K
|
10.2K
$513K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.75KNew |
$492K - $494K
|
9.75K
$493K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.95KNew |
$451K - $454K
|
8.95K
$452K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.95KNew |
$451K - $454K
|
8.95K
$452K
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
8.55KNew |
$431K - $433K
|
8.55K
$432K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.43K+ 6.96% |
$425K - $427K
|
129K
$6.54M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.18KNew |
$413K - $415K
|
8.18K
$413K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7.8KNew |
$393K - $395K
|
7.8K
$394K
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
7.74K+ 4.21% |
$390K - $392K
|
191K
$9.67M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.72K+ 4.05% |
$389K - $391K
|
199K
$10M
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
7.48KNew |
$377K - $379K
|
7.48K
$378K
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.46K+ 26.62% |
$376K - $378K
|
35.5K
$1.79M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.4KNew |
$373K - $375K
|
7.4K
$374K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.77K+ 14.38% |
$341K - $343K
|
53.9K
$2.72M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.59K+ 12.42% |
$332K - $334K
|
59.7K
$3.01M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.52K+ 23.31% |
$329K - $330K
|
34.5K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.27K+ 33.99% |
$316K - $318K
|
24.7K
$1.25M
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.14K+ 137.49% |
$310K - $311K
|
10.6K
$536K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.12KNew |
$309K - $310K
|
6.12K
$309K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.1K+ 4.06% |
$308K - $309K
|
156K
$7.89M
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.09K+ 8.53% |
$307K - $309K
|
77.5K
$3.91M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.99KNew |
$302K - $304K
|
5.99K
$303K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.91K+ 24.63% |
$298K - $299K
|
29.9K
$1.51M
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
5.57KNew |
$281K - $282K
|
5.57K
$282K
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
5.57KNew |
$281K - $282K
|
5.57K
$282K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.1K+ 57.19% |
$257K - $259K
|
14K
$709K
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.99K+ 1.04% |
$252K - $253K
|
484K
$24.4M
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.78KNew |
$241K - $242K
|
4.78K
$242K
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.67KNew |
$236K - $237K
|
4.67K
$236K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.61K+ 13.41% |
$232K - $233K
|
39K
$1.97M
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.53K+ 22.04% |
$228K - $229K
|
25.1K
$1.27M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.44KNew |
$224K - $225K
|
4.44K
$224K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.31K+ 20.99% |
$218K - $219K
|
24.9K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 41.21% |
$217K - $218K
|
14.7K
$745K
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
4.2KNew |
$212K - $213K
|
4.2K
$212K
|