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 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.42K- 30.66% |
$223K - $224K
|
10K
$504K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.69K- 12.85% |
$236K - $238K
|
31.8K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.78K- 54.5% |
$241K - $242K
|
3.99K
$201K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.84K- 8.69% |
$244K - $245K
|
50.8K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.04K- 5.64% |
$254K - $255K
|
84.3K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-5.37K- 35.4% |
$271K - $272K
|
9.79K
$494K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5.49K- 26.63% |
$277K - $278K
|
15.1K
$764K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.52K- 9.47% |
$278K - $279K
|
52.7K
$2.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.53K- 96.03% |
$279K - $280K
|
229
$11.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.61K- 25.74% |
$283K - $284K
|
16.2K
$816K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-5.82K- 43.63% |
$293K - $295K
|
7.52K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.94K- 26.04% |
$299K - $301K
|
16.9K
$851K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.95K- 76.14% |
$300K - $301K
|
1.86K
$94K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-6K- 4.04% |
$302K - $304K
|
142K
$7.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.54K- 21.71% |
$329K - $331K
|
23.6K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.57K- 6.03% |
$331K - $333K
|
102K
$5.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.61K- 41.82% |
$333K - $335K
|
9.2K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-6.66K- 9.14% |
$336K - $337K
|
66.2K
$3.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-6.75K- 13.67% |
$340K - $342K
|
42.6K
$2.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6.82K- 31.42% |
$344K - $345K
|
14.9K
$751K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-6.96K- 15.58% |
$351K - $352K
|
37.7K
$1.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-7.15K- 9.47% |
$361K - $362K
|
68.4K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-8.19K- 31.15% |
$413K - $415K
|
18.1K
$913K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.33K- 31.19% |
$420K - $422K
|
18.4K
$927K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.81K- 36.07% |
$444K - $446K
|
15.6K
$788K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.9K- 9.22% |
$449K - $451K
|
87.6K
$4.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-8.97K- 4.88% |
$452K - $455K
|
175K
$8.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.9K- 91.76% |
$552K - $554K
|
983
$49.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 13.3% |
$576K - $579K
|
74.5K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-11.8K- 4.2% |
$593K - $595K
|
268K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 21.31% |
$596K - $598K
|
43.6K
$2.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-12.4K- 35.35% |
$626K - $629K
|
22.7K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12.5K- 10.85% |
$630K - $633K
|
103K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-13K- 17.47% |
$653K - $657K
|
61.2K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 8.15% |
$740K - $743K
|
165K
$8.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15.1K- 37.65% |
$761K - $765K
|
25K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.6K- 47.34% |
$784K - $788K
|
17.3K
$873K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-16.2K- 21.4% |
$819K - $823K
|
59.6K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-16.7K- 1.87% |
$843K - $847K
|
879K
$44.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17K- 49.14% |
$858K - $862K
|
17.6K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-18.2K- 54.57% |
$918K - $923K
|
15.2K
$765K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-18.5K- 30.68% |
$931K - $936K
|
41.7K
$2.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-18.6K- 45.18% |
$939K - $943K
|
22.6K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-19.9K- 82.79% |
$1M - $1.01M
|
4.14K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-20K- 23.02% |
$1.01M - $1.01M
|
67K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-20K- 2.21% |
$1.01M - $1.02M
|
887K
$44.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-20.1K- 4.61% |
$1.01M - $1.02M
|
416K
$21M
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-20.6K- 1.82% |
$1.04M - $1.04M
|
1.11M
$56.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-21.2K- 11.5% |
$1.07M - $1.08M
|
163K
$8.25M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-23.3K- 41.48% |
$1.18M - $1.18M
|
32.9K
$1.66M
|