Purchases and Sales Made in Q4 2022 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.2M+ 8256.41% |
$161M - $162M
|
3.24M
$163M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.18M+ 44.88% |
$160M - $161M
|
10.3M
$518M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
784K+ 18.66% |
$39.5M - $39.6M
|
4.99M
$252M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
699K+ 26.92% |
$35.1M - $35.3M
|
3.29M
$166M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
607K+ 27.51% |
$30.5M - $30.7M
|
2.81M
$142M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
487K+ 35.97% |
$24.5M - $24.6M
|
1.84M
$92.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
462KNew |
$23.3M - $23.4M
|
462K
$23.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
459KNew |
$23.1M - $23.2M
|
459K
$23.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
359KNew |
$18.1M - $18.2M
|
359K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
346K+ 127.09% |
$17.4M - $17.5M
|
617K
$31.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
345K+ 175.75% |
$17.3M - $17.4M
|
541K
$27.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
338K+ 45.5% |
$17M - $17.1M
|
1.08M
$54.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
320KNew |
$16.1M - $16.2M
|
320K
$16.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
278KNew |
$14M - $14.1M
|
278K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
261K+ 728.11% |
$13.1M - $13.2M
|
297K
$15M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
232K+ 57.49% |
$11.7M - $11.7M
|
635K
$32M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
220KNew |
$11.1M - $11.1M
|
220K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
214KNew |
$10.8M - $10.8M
|
214K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
191K+ 112744.97% |
$9.58M - $9.63M
|
191K
$9.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
186K+ 321.22% |
$9.36M - $9.4M
|
244K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
183K+ 23.88% |
$9.19M - $9.23M
|
947K
$47.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
160K+ 59.24% |
$8.03M - $8.06M
|
429K
$21.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
158K+ 7.33% |
$7.93M - $7.97M
|
2.31M
$116M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
147K+ 18.17% |
$7.38M - $7.42M
|
954K
$48.1M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
135KNew |
$6.79M - $6.82M
|
135K
$6.81M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
134KNew |
$6.75M - $6.78M
|
134K
$6.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
133K+ 259.2% |
$6.67M - $6.7M
|
184K
$9.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
130K+ 247.21% |
$6.54M - $6.57M
|
183K
$9.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
129KNew |
$6.5M - $6.53M
|
129K
$6.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
127K+ 457.48% |
$6.37M - $6.4M
|
154K
$7.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
119KNew |
$5.97M - $6M
|
119K
$5.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
117K+ 250.67% |
$5.89M - $5.91M
|
164K
$8.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
116K+ 25.0% |
$5.84M - $5.87M
|
581K
$29.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
115KNew |
$5.81M - $5.83M
|
115K
$5.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
115K+ 1023.51% |
$5.79M - $5.82M
|
126K
$6.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
115K+ 18.99% |
$5.76M - $5.79M
|
718K
$36.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
110K+ 81.54% |
$5.51M - $5.53M
|
244K
$12.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
102K+ 43.01% |
$5.14M - $5.16M
|
340K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
101KNew |
$5.06M - $5.09M
|
101K
$5.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
93.1KNew |
$4.68M - $4.7M
|
93.1K
$4.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
84.6KNew |
$4.26M - $4.28M
|
84.6K
$4.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
82.1K+ 9.54% |
$4.13M - $4.15M
|
942K
$47.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
76.2K+ 146498.08% |
$3.83M - $3.85M
|
76.2K
$3.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
75.9KNew |
$3.82M - $3.83M
|
75.9K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
72.7KNew |
$3.66M - $3.68M
|
72.7K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
69.3K+ 102.39% |
$3.49M - $3.5M
|
137K
$6.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
69.2KNew |
$3.48M - $3.5M
|
69.2K
$3.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
68.2K+ 165.23% |
$3.43M - $3.45M
|
110K
$5.52M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
67.6K+ 98.69% |
$3.4M - $3.42M
|
136K
$6.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
65.4KNew |
$3.29M - $3.31M
|
65.4K
$3.3M
|