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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.2KNew |
$1.22M - $1.23M
|
24.2K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.1KNew |
$1.16M - $1.17M
|
23.1K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23K+ 7.57% |
$1.16M - $1.17M
|
326K
$16.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.6K+ 15.59% |
$1.14M - $1.15M
|
168K
$8.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
21.9K+ 157.39% |
$1.1M - $1.11M
|
35.8K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
21.2K+ 12.28% |
$1.07M - $1.08M
|
194K
$9.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.9K+ 83.82% |
$1.05M - $1.06M
|
45.7K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.1K+ 50.71% |
$1.01M - $1.02M
|
59.6K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$1.01M - $1.02M
|
20K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 4.94% |
$988K - $996K
|
417K
$21.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19.6K+ 7.09% |
$986K - $993K
|
296K
$14.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.5K+ 21.87% |
$981K - $988K
|
109K
$5.48M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19.4KNew |
$977K - $985K
|
19.4K
$980K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.1K+ 374.96% |
$961K - $968K
|
24.2K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$944K - $951K
|
18.7K
$947K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
18.5KNew |
$934K - $941K
|
18.5K
$937K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.4K+ 6.68% |
$925K - $932K
|
294K
$14.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
17.8K+ 24.02% |
$898K - $905K
|
92.1K
$4.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
17.8KNew |
$895K - $901K
|
17.8K
$897K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
17.7KNew |
$894K - $901K
|
17.7K
$896K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17.6KNew |
$887K - $894K
|
17.6K
$890K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
16.8K+ 369.59% |
$847K - $853K
|
21.4K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.8K+ 24.51% |
$845K - $851K
|
85.2K
$4.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
16.7KNew |
$842K - $849K
|
16.7K
$845K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 6.01% |
$801K - $807K
|
281K
$14.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
15.9KNew |
$801K - $807K
|
15.9K
$803K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
15.6K+ 168.93% |
$785K - $791K
|
24.8K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15.5KNew |
$782K - $788K
|
15.5K
$784K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15KNew |
$753K - $759K
|
15K
$755K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
14.5K+ 3336.09% |
$731K - $736K
|
14.9K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
14.3K+ 40.75% |
$720K - $725K
|
49.3K
$2.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
14.3K+ 127.26% |
$718K - $723K
|
25.5K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.1K+ 328.95% |
$713K - $718K
|
18.4K
$932K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
14.1K+ 10.32% |
$712K - $717K
|
151K
$7.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14KNew |
$704K - $709K
|
14K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14K+ 117.02% |
$703K - $708K
|
25.9K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.8K+ 6.53% |
$694K - $699K
|
225K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
13.5KNew |
$682K - $688K
|
13.5K
$684K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.1KNew |
$658K - $663K
|
13.1K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 9.98% |
$642K - $647K
|
140K
$7.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12.7KNew |
$641K - $646K
|
12.7K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.6K+ 3.55% |
$634K - $639K
|
367K
$18.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
12.5K+ 60.74% |
$629K - $634K
|
33K
$1.67M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12.4KNew |
$627K - $631K
|
12.4K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.2K+ 13.82% |
$616K - $621K
|
101K
$5.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12K+ 258.69% |
$604K - $609K
|
16.6K
$840K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
11.9KNew |
$598K - $603K
|
11.9K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
11.7KNew |
$591K - $596K
|
11.7K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.7K+ 32.45% |
$588K - $593K
|
47.7K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.6K+ 3972.35% |
$586K - $591K
|
11.9K
$603K
|