Purchases and Sales Made in Q4 2023 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q4 2023. 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 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.8K+ 18.1% |
$3.82M - $3.85M
|
495K
$25M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
65.2KNew |
$3.28M - $3.31M
|
65.2K
$3.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
64.7KNew |
$3.26M - $3.28M
|
64.7K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
64.6K+ 12.46% |
$3.25M - $3.28M
|
583K
$29.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
60.9K+ 100.46% |
$3.07M - $3.09M
|
122K
$6.14M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
59.7KNew |
$3.01M - $3.03M
|
59.7K
$3.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
58.6K+ 209.09% |
$2.95M - $2.97M
|
86.6K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
57.5KNew |
$2.9M - $2.92M
|
57.5K
$2.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
54.7K+ 161.09% |
$2.75M - $2.78M
|
88.6K
$4.48M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
54.2K+ 127.61% |
$2.73M - $2.75M
|
96.6K
$4.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
53KNew |
$2.67M - $2.69M
|
53K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.8K+ 910.75% |
$2.66M - $2.68M
|
58.6K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
52.5K+ 21.64% |
$2.65M - $2.67M
|
295K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
50.4KNew |
$2.54M - $2.56M
|
50.4K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
50.2K+ 680.04% |
$2.53M - $2.55M
|
57.6K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
49.3K+ 86.53% |
$2.49M - $2.5M
|
106K
$5.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
49.3K+ 21.2% |
$2.48M - $2.5M
|
282K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
48.1KNew |
$2.42M - $2.44M
|
48.1K
$2.43M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
48K+ 13.07% |
$2.42M - $2.44M
|
415K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.7KNew |
$2.3M - $2.32M
|
45.7K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
45.6K+ 301.29% |
$2.3M - $2.32M
|
60.8K
$3.07M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.8KNew |
$2.21M - $2.22M
|
43.8K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43.7K+ 242.98% |
$2.2M - $2.22M
|
61.7K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.5K+ 24.83% |
$2.14M - $2.15M
|
213K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.4K+ 44.27% |
$1.98M - $2M
|
128K
$6.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
38.3K+ 909.5% |
$1.93M - $1.94M
|
42.5K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
38.1K+ 69.13% |
$1.92M - $1.94M
|
93.3K
$4.71M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
36.2K+ 309.95% |
$1.82M - $1.84M
|
47.8K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
35.3K+ 3.31% |
$1.78M - $1.79M
|
1.1M
$55.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
34.2K+ 44.49% |
$1.72M - $1.74M
|
111K
$5.62M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
34.1K+ 40.29% |
$1.72M - $1.73M
|
119K
$5.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.3K+ 12.83% |
$1.68M - $1.69M
|
293K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
33.2KNew |
$1.67M - $1.69M
|
33.2K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 34.36% |
$1.64M - $1.65M
|
128K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32K+ 255.88% |
$1.61M - $1.63M
|
44.5K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
30.1KNew |
$1.52M - $1.53M
|
30.1K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
29.8KNew |
$1.5M - $1.51M
|
29.8K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
29.7KNew |
$1.49M - $1.51M
|
29.7K
$1.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
29.3K+ 83.18% |
$1.48M - $1.49M
|
64.6K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
29KNew |
$1.46M - $1.47M
|
29K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
28.8K+ 41.59% |
$1.45M - $1.46M
|
98K
$4.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
28.6K+ 25.47% |
$1.44M - $1.45M
|
141K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
28.6KNew |
$1.44M - $1.45M
|
28.6K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
28KNew |
$1.41M - $1.42M
|
28K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
27.5KNew |
$1.38M - $1.39M
|
27.5K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.3K+ 12.87% |
$1.37M - $1.38M
|
239K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
27.2KNew |
$1.37M - $1.38M
|
27.2K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.2K+ 8.98% |
$1.32M - $1.33M
|
318K
$16M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25.7KNew |
$1.3M - $1.31M
|
25.7K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.7K+ 26.41% |
$1.25M - $1.25M
|
118K
$5.98M
|