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
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.11K+ 28.19% |
$207K - $208K
|
18.7K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.01KNew |
$202K - $203K
|
4.01K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.79K+ 3.7% |
$191K - $192K
|
106K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 3.72% |
$190K - $191K
|
105K
$5.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.75K+ 91.33% |
$189K - $190K
|
7.85K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.63K+ 0.53% |
$183K - $184K
|
683K
$34.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.5K+ 1.24% |
$177K - $177K
|
285K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.39K+ 24.33% |
$171K - $172K
|
17.3K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.71K+ 14.75% |
$136K - $137K
|
21K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.69K+ 59.09% |
$136K - $136K
|
7.24K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.47K+ 67.19% |
$125K - $125K
|
6.15K
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2.34K+ 14.77% |
$118K - $119K
|
18.2K
$920K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.17K+ 0.98% |
$110K - $110K
|
225K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2K+ 26.14% |
$101K - $101K
|
9.65K
$488K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2K+ 8.09% |
$101K - $101K
|
26.7K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.86K+ 20.94% |
$94K - $94.4K
|
10.8K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.51K+ 3.24% |
$75.9K - $76.2K
|
48K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.46K+ 7.02% |
$73.8K - $74.1K
|
22.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.24K+ 24.38% |
$62.5K - $62.8K
|
6.33K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01K+ 29.5% |
$50.7K - $51K
|
4.42K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
992+ 15.56% |
$50K - $50.3K
|
7.37K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
741New |
$37.4K - $37.5K
|
741
$37.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
646+ 8.93% |
$32.6K - $32.7K
|
7.88K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
621+ 2.47% |
$31.3K - $31.5K
|
25.8K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
500+ 6.54% |
$25.2K - $25.3K
|
8.15K
$412K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
481+ 11.91% |
$24.3K - $24.4K
|
4.52K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
421+ 7.83% |
$21.2K - $21.3K
|
5.8K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
346+ 0.58% |
$17.4K - $17.5K
|
59.9K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
198+ 1.9% |
$9.98K - $10K
|
10.6K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
193+ 1.21% |
$9.73K - $9.78K
|
16.1K
$814K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150New |
$7.56K - $7.6K
|
150
$7.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
143+ 4.76% |
$7.21K - $7.24K
|
3.15K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
104+ 1.33% |
$5.24K - $5.27K
|
7.92K
$400K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
74New |
$3.73K - $3.75K
|
74
$3.74K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70New |
$3.53K - $3.55K
|
70
$3.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 36.42% |
$3.18K - $3.19K
|
236
$11.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
45+ 0.45% |
$2.27K - $2.28K
|
10K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
40+ 0.7% |
$2.02K - $2.03K
|
5.76K
$291K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
31+ 0.33% |
$1.56K - $1.57K
|
9.45K
$477K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$706 - $709
|
14
$707
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.05% |
$403 - $405
|
17.8K
$898K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4+ 0.17% |
$202 - $203
|
2.36K
$119K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2New |
$101 - $101
|
2
$101
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.5
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9- 0.1% |
$454 - $456
|
8.79K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28- 96.55% |
$1.41K - $1.42K
|
1
$50.5
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-28- 1.0% |
$1.41K - $1.42K
|
2.76K
$140K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-34- 6.91% |
$1.71K - $1.72K
|
458
$23.1K
|