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 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-34- 6.91% |
$1.71K - $1.72K
|
458
$23.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-40- 0.13% |
$2.02K - $2.03K
|
31.6K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 27.93% |
$2.52K - $2.53K
|
129
$6.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.15% |
$2.52K - $2.53K
|
34.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-58Closed |
$2.92K - $2.94K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-74- 0.72% |
$3.73K - $3.75K
|
10.1K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-76- 0.98% |
$3.83K - $3.85K
|
7.68K
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-97- 6.05% |
$4.89K - $4.91K
|
1.51K
$76.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-100- 0.75% |
$5.04K - $5.07K
|
13.2K
$665K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-111- 7.58% |
$5.6K - $5.62K
|
1.35K
$68.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150- -0.0% |
$7.56K - $7.6K
|
3.98M
$201M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-166- 3.15% |
$8.37K - $8.41K
|
5.1K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 4.85% |
$10.1K - $10.1K
|
3.93K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-220- 3.02% |
$11.1K - $11.1K
|
7.06K
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-220- 1.86% |
$11.1K - $11.1K
|
11.6K
$587K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-263- 2.46% |
$13.3K - $13.3K
|
10.4K
$526K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-272- 11.37% |
$13.7K - $13.8K
|
2.12K
$107K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-319- 1.43% |
$16.1K - $16.2K
|
22K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-362- 16.91% |
$18.3K - $18.3K
|
1.78K
$89.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-400- 4.97% |
$20.2K - $20.3K
|
7.65K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-430- 3.43% |
$21.7K - $21.8K
|
12.1K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-464Closed |
$23.4K - $23.5K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-482- 56.64% |
$24.3K - $24.4K
|
369
$18.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-520- 10.45% |
$26.2K - $26.3K
|
4.46K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-523- 7.74% |
$26.4K - $26.5K
|
6.24K
$315K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-540- 2.7% |
$27.2K - $27.4K
|
19.5K
$983K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-571- 9.72% |
$28.8K - $28.9K
|
5.31K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-608- 11.11% |
$30.7K - $30.8K
|
4.87K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-609- 6.12% |
$30.7K - $30.9K
|
9.34K
$472K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-623- 18.73% |
$31.4K - $31.6K
|
2.7K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-663- 0.63% |
$33.4K - $33.6K
|
104K
$5.26M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-712- 9.45% |
$35.9K - $36.1K
|
6.83K
$345K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-741- 52.37% |
$37.4K - $37.5K
|
674
$34.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-785- 0.09% |
$39.6K - $39.8K
|
834K
$42.1M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-842- 0.98% |
$42.5K - $42.7K
|
85K
$4.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-846- 0.32% |
$42.7K - $42.9K
|
261K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-876- 1.16% |
$44.2K - $44.4K
|
74.3K
$3.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-973- 12.57% |
$49.1K - $49.3K
|
6.77K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-991- 56.76% |
$50K - $50.2K
|
755
$38.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.01K- 13.59% |
$51.1K - $51.3K
|
6.44K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 14.0% |
$56.3K - $56.5K
|
6.86K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.15K- 1.29% |
$57.7K - $58K
|
87.7K
$4.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.16K- 13.81% |
$58.4K - $58.7K
|
7.23K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.18K- 3.25% |
$59.6K - $59.9K
|
35.2K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.28K- 6.04% |
$64.5K - $64.8K
|
19.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.3K- 2.91% |
$65.5K - $65.8K
|
43.4K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.31K- 22.4% |
$65.9K - $66.3K
|
4.53K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 11.4% |
$66.2K - $66.5K
|
10.2K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.33K- 24.1% |
$67.3K - $67.6K
|
4.2K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.53K- 11.21% |
$77K - $77.4K
|
12.1K
$611K
|