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 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
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.6K- 80.78% |
$1.19M - $1.2M
|
5.62K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.9K- 26.27% |
$1.2M - $1.21M
|
67K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25K- 70.05% |
$1.26M - $1.27M
|
10.7K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-26.5K- 29.66% |
$1.33M - $1.34M
|
62.8K
$3.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28K- 75.6% |
$1.41M - $1.42M
|
9.03K
$455K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29.8K- 60.74% |
$1.5M - $1.51M
|
19.3K
$974K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30K- 1.45% |
$1.51M - $1.52M
|
2.04M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.2K- 26.66% |
$1.52M - $1.53M
|
83K
$4.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.8K- 5.48% |
$1.6M - $1.61M
|
549K
$27.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-35K- 31.32% |
$1.77M - $1.77M
|
76.8K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-37.7K- 27.19% |
$1.9M - $1.91M
|
101K
$5.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-38.2K- 66.57% |
$1.92M - $1.93M
|
19.2K
$967K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.1K- 36.49% |
$2.07M - $2.08M
|
71.6K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.3K- 57.47% |
$2.08M - $2.09M
|
30.6K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41.9K- 21.46% |
$2.11M - $2.12M
|
153K
$7.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-41.9K- 2.7% |
$2.11M - $2.12M
|
1.51M
$76.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-46.8K- 33.46% |
$2.36M - $2.37M
|
93K
$4.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-48.6K- 89.47% |
$2.45M - $2.46M
|
5.72K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-51.8K- 15.79% |
$2.61M - $2.62M
|
276K
$13.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-57.5K- 22.75% |
$2.9M - $2.91M
|
195K
$9.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-60.3K- 58.59% |
$3.04M - $3.05M
|
42.6K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60.3K- 38.02% |
$3.04M - $3.06M
|
98.4K
$4.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-64.9K- 43.85% |
$3.27M - $3.29M
|
83.1K
$4.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-65.5K- 23.36% |
$3.3M - $3.32M
|
215K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-71.8K- 48.43% |
$3.62M - $3.64M
|
76.4K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-79.4K- 17.09% |
$4M - $4.02M
|
385K
$19.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-88.8K- 89.62% |
$4.48M - $4.5M
|
10.3K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-89.2K- 39.45% |
$4.5M - $4.52M
|
137K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.2K- 46.41% |
$4.65M - $4.67M
|
107K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-93.1K- 90.06% |
$4.7M - $4.72M
|
10.3K
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-97.6K- 31.71% |
$4.92M - $4.95M
|
210K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-98.1K- 1.73% |
$4.95M - $4.97M
|
5.59M
$282M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-111K- 8.0% |
$5.58M - $5.61M
|
1.27M
$64.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-112K- 14.89% |
$5.66M - $5.68M
|
641K
$32.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-116K- 44.64% |
$5.85M - $5.88M
|
144K
$7.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-131K- 12.24% |
$6.6M - $6.64M
|
939K
$47.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-156K- 68.65% |
$7.86M - $7.9M
|
71.2K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-161K- 4.3% |
$8.1M - $8.14M
|
3.57M
$180M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-180K- 97.01% |
$9.07M - $9.11M
|
5.54K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-199K- 23.26% |
$10M - $10.1M
|
657K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-209K- 48.6% |
$10.5M - $10.6M
|
221K
$11.1M
|