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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.3KNew |
$719K - $722K
|
14.3K
$723K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.2K+ 13.5% |
$713K - $716K
|
119K
$6.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14K+ 295.27% |
$703K - $706K
|
18.7K
$946K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
13.6KNew |
$682K - $685K
|
13.6K
$686K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$644K - $647K
|
12.8K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.7KNew |
$638K - $641K
|
12.7K
$642K
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
12K+ 9.73% |
$601K - $604K
|
135K
$6.82M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
11.2KNew |
$565K - $567K
|
11.2K
$568K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.5KNew |
$526K - $528K
|
10.5K
$529K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$510K - $513K
|
10.1K
$513K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
9.77K+ 21.02% |
$491K - $494K
|
56.2K
$2.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.69KNew |
$488K - $490K
|
9.69K
$490K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.39K+ 9.09% |
$472K - $474K
|
113K
$5.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.27K+ 60.95% |
$466K - $468K
|
24.5K
$1.24M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9KNew |
$453K - $455K
|
9K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.16KNew |
$410K - $412K
|
8.16K
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.44KNew |
$374K - $376K
|
7.44K
$377K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.3KNew |
$367K - $369K
|
7.3K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.25KNew |
$365K - $366K
|
7.25K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.87K+ 1.39% |
$346K - $347K
|
501K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.79K+ 11.37% |
$342K - $343K
|
66.5K
$3.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.8KNew |
$292K - $293K
|
5.8K
$294K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.45K+ 62.98% |
$274K - $275K
|
14.1K
$713K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$253K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.93K+ 7.39% |
$248K - $249K
|
71.6K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.81K+ 6.35% |
$242K - $243K
|
80.6K
$4.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.77KNew |
$240K - $241K
|
4.77K
$241K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.96KNew |
$199K - $200K
|
3.96K
$200K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.85K+ 78.57% |
$194K - $195K
|
8.75K
$443K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.82K+ 15.46% |
$192K - $193K
|
28.5K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.75K+ 7.14% |
$189K - $189K
|
56.2K
$2.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.22K+ 1.88% |
$162K - $163K
|
174K
$8.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.2K+ 33.16% |
$161K - $162K
|
12.8K
$650K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.02KNew |
$152K - $153K
|
3.02K
$153K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.8K+ 28.87% |
$141K - $142K
|
12.5K
$633K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.54K+ 38.77% |
$128K - $128K
|
9.1K
$460K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.43K+ 270.0% |
$122K - $123K
|
3.33K
$168K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.04KNew |
$102K - $103K
|
2.04K
$103K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
1.94K+ 2.15% |
$97.3K - $97.8K
|
91.8K
$4.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.74K+ 23.93% |
$87.6K - $88K
|
9.02K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.31KNew |
$66K - $66.3K
|
1.31K
$66.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.18KNew |
$59.3K - $59.5K
|
1.18K
$59.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.16K+ 12.22% |
$58.4K - $58.7K
|
10.7K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.12K+ 26.31% |
$56.1K - $56.4K
|
5.36K
$271K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.06KNew |
$53.1K - $53.4K
|
1.06K
$53.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
793New |
$39.9K - $40.1K
|
793
$40.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
701+ 15.98% |
$35.3K - $35.4K
|
5.09K
$258K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
566+ 12.81% |
$28.5K - $28.6K
|
4.99K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
529New |
$26.6K - $26.7K
|
529
$26.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
500New |
$25.2K - $25.3K
|
500
$25.3K
|