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 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
474New |
$23.8K - $24K
|
474
$24K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
341+ 11.31% |
$17.2K - $17.2K
|
3.36K
$170K
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
294+ 2.44% |
$14.8K - $14.9K
|
12.3K
$624K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
268+ 1.67% |
$13.5K - $13.5K
|
16.4K
$827K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
205+ 539.47% |
$10.3K - $10.4K
|
243
$12.3K
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
178+ 0.2% |
$8.95K - $8.99K
|
90.8K
$4.59M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
173New |
$8.7K - $8.74K
|
173
$8.75K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
147+ 10.71% |
$7.39K - $7.43K
|
1.52K
$76.8K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130+ 500.0% |
$6.54K - $6.57K
|
156
$7.89K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
109+ 0.41% |
$5.48K - $5.51K
|
26.5K
$1.34M
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
100New |
$5.03K - $5.05K
|
100
$5.06K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
99New |
$4.98K - $5K
|
99
$5.01K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
99+ 4.5% |
$4.98K - $5K
|
2.3K
$116K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
94New |
$4.73K - $4.75K
|
94
$4.75K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
83New |
$4.17K - $4.19K
|
83
$4.2K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
80+ 1.15% |
$4.02K - $4.04K
|
7.03K
$355K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
78+ 100.0% |
$3.92K - $3.94K
|
156
$7.89K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
62New |
$3.12K - $3.13K
|
62
$3.13K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43New |
$2.16K - $2.17K
|
43
$2.17K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
43New |
$2.16K - $2.17K
|
43
$2.17K
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23+ 0.43% |
$1.16K - $1.16K
|
5.34K
$270K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 3.92% |
$402 - $404
|
212
$10.7K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6- 0.26% |
$302 - $303
|
2.29K
$116K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 2.81% |
$1.01K - $1.01K
|
691
$34.9K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-50- 0.75% |
$2.52K - $2.53K
|
6.65K
$336K
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-59- 0.39% |
$2.97K - $2.98K
|
15.2K
$768K
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-95- 0.76% |
$4.78K - $4.8K
|
12.4K
$629K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-113- 2.47% |
$5.68K - $5.71K
|
4.47K
$226K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-301- 1.0% |
$15.1K - $15.2K
|
29.9K
$1.51M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-517- 0.95% |
$26K - $26.1K
|
53.8K
$2.72M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-699- 31.07% |
$35.2K - $35.3K
|
1.55K
$78.4K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-994- 1.41% |
$50K - $50.2K
|
69.6K
$3.52M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.03K- 58.31% |
$51.9K - $52.1K
|
737
$37.3K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 0.06% |
$54.4K - $54.6K
|
1.78M
$89.8M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.09K- 91.72% |
$54.6K - $54.8K
|
98
$4.95K
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.15K- 8.79% |
$57.8K - $58.1K
|
11.9K
$603K
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.18K- 0.55% |
$59.2K - $59.5K
|
213K
$10.8M
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.25K- 0.32% |
$62.9K - $63.2K
|
387K
$19.6M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.53K- 91.27% |
$76.8K - $77.1K
|
146
$7.38K
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.89K- 25.25% |
$95.3K - $95.7K
|
5.61K
$283K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.63K- 3.54% |
$132K - $133K
|
71.5K
$3.62M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.65K- 5.85% |
$133K - $134K
|
42.6K
$2.15M
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.35K- 6.92% |
$169K - $169K
|
45.1K
$2.28M
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.44K- 12.18% |
$173K - $174K
|
24.8K
$1.25M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.66K- 4.24% |
$184K - $185K
|
82.6K
$4.17M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.64K- 49.1% |
$233K - $234K
|
4.8K
$243K
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.91K- 4.94% |
$247K - $248K
|
94.6K
$4.78M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-5K- 65.04% |
$251K - $252K
|
2.69K
$136K
|