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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.4K+ 283.11% |
$577K - $581K
|
15.5K
$783K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
11.4KNew |
$576K - $580K
|
11.4K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.2K+ 50.89% |
$562K - $566K
|
33.1K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.1K+ 10.91% |
$557K - $561K
|
112K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
10.8KNew |
$545K - $549K
|
10.8K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.6KNew |
$533K - $537K
|
10.6K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.6K+ 165.79% |
$532K - $536K
|
16.9K
$856K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.6KNew |
$532K - $536K
|
10.6K
$533K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.5K+ 5.04% |
$527K - $531K
|
218K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
9.71KNew |
$489K - $493K
|
9.71K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.63KNew |
$485K - $489K
|
9.63K
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.58K+ 7.39% |
$483K - $486K
|
139K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.38KNew |
$472K - $476K
|
9.38K
$474K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.37KNew |
$472K - $475K
|
9.37K
$473K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
9.25KNew |
$466K - $470K
|
9.25K
$467K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.04K+ 38.16% |
$455K - $459K
|
32.7K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.01K+ 28.62% |
$454K - $457K
|
40.5K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.99KNew |
$453K - $456K
|
8.99K
$454K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
8.96K+ 3.66% |
$451K - $455K
|
254K
$12.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.92KNew |
$449K - $453K
|
8.92K
$451K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
8.68KNew |
$437K - $440K
|
8.68K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.48K+ 32.62% |
$427K - $430K
|
34.5K
$1.74M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
8.4K+ 59.95% |
$423K - $426K
|
22.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$422K - $426K
|
8.39K
$424K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
8.31KNew |
$419K - $422K
|
8.31K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.15K+ 11.28% |
$410K - $414K
|
80.4K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.05K+ 90.47% |
$405K - $408K
|
16.9K
$856K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.93KNew |
$399K - $402K
|
7.93K
$401K
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.82K+ 2.04% |
$394K - $397K
|
391K
$19.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.63K+ 18.08% |
$384K - $387K
|
49.8K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
7.63K+ 265.68% |
$384K - $387K
|
10.5K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.35KNew |
$370K - $373K
|
7.35K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.23KNew |
$364K - $367K
|
7.23K
$365K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
7.14KNew |
$360K - $362K
|
7.14K
$361K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.09K+ 3.04% |
$357K - $360K
|
240K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.07K+ 33.04% |
$356K - $359K
|
28.5K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.03KNew |
$354K - $357K
|
7.03K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.03KNew |
$354K - $357K
|
7.03K
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.74K+ 25.76% |
$339K - $342K
|
32.9K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.6K+ 20.84% |
$333K - $335K
|
38.3K
$1.93M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.58KNew |
$332K - $334K
|
6.58K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.5K+ 42.07% |
$327K - $330K
|
22K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
6.3KNew |
$317K - $320K
|
6.3K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.25KNew |
$315K - $317K
|
6.25K
$316K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.16K+ 0.84% |
$310K - $312K
|
737K
$37.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.05K+ 1.4% |
$305K - $307K
|
438K
$22.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.96K+ 28.77% |
$300K - $302K
|
26.7K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
5.84K+ 4.71% |
$294K - $296K
|
130K
$6.56M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.69KNew |
$287K - $289K
|
5.69K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.52K+ 0.48% |
$278K - $280K
|
1.15M
$58.1M
|