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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.22KNew |
$263K - $265K
|
5.22K
$264K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.15K+ 95.37% |
$259K - $261K
|
10.6K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.11K+ 11893.02% |
$258K - $260K
|
5.16K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.07KNew |
$255K - $257K
|
5.07K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5.07KNew |
$255K - $257K
|
5.07K
$256K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.01KNew |
$252K - $254K
|
5.01K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.99K+ 26.93% |
$251K - $253K
|
23.5K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.9K+ 50.07% |
$247K - $249K
|
14.7K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.79K+ 56.92% |
$241K - $243K
|
13.2K
$668K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.52K+ 16.27% |
$228K - $229K
|
32.3K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.49K+ 26.75% |
$226K - $228K
|
21.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.38KNew |
$221K - $222K
|
4.38K
$221K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.29K+ 4.56% |
$216K - $218K
|
98.3K
$4.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
4.26KNew |
$215K - $216K
|
4.26K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.24K+ 59.26% |
$213K - $215K
|
11.4K
$575K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.98KNew |
$200K - $202K
|
3.98K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3.98KNew |
$200K - $202K
|
3.98K
$201K
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.84K+ 35.83% |
$193K - $195K
|
14.6K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.77K+ 59.24% |
$190K - $191K
|
10.1K
$511K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.54K+ 13.38% |
$178K - $180K
|
30K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 8.4% |
$174K - $175K
|
44.6K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.38K+ 79.83% |
$170K - $171K
|
7.61K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.36K+ 608.33% |
$169K - $170K
|
3.91K
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.16K+ 4.29% |
$159K - $161K
|
76.9K
$3.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.82KNew |
$142K - $143K
|
2.82K
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.73K+ 39.88% |
$138K - $139K
|
9.59K
$484K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.42KNew |
$122K - $123K
|
2.42K
$122K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.39K+ 1.65% |
$120K - $121K
|
147K
$7.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.27K+ 1176.17% |
$114K - $115K
|
2.46K
$124K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.27K+ 24.86% |
$114K - $115K
|
11.4K
$575K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
2.26K+ 36.73% |
$114K - $115K
|
8.42K
$425K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.26K+ 8.65% |
$114K - $115K
|
28.4K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.17K+ 52.76% |
$109K - $110K
|
6.28K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.03K+ 1.47% |
$102K - $103K
|
140K
$7.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.93KNew |
$97.4K - $98.2K
|
1.93K
$97.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.89K+ 5.74% |
$95.2K - $95.9K
|
34.8K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.85K+ 9.57% |
$93.3K - $94K
|
21.2K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 1.78% |
$89.5K - $90.2K
|
101K
$5.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 27.85% |
$86.3K - $87K
|
7.87K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.48K+ 5.88% |
$74.3K - $74.9K
|
26.6K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.46K+ 545.69% |
$73.4K - $73.9K
|
1.72K
$87.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.45K+ 15.61% |
$72.9K - $73.4K
|
10.7K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.45KNew |
$72.8K - $73.3K
|
1.45K
$73K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.42K+ 1.19% |
$71.3K - $71.9K
|
121K
$6.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.39K+ 1.82% |
$70.1K - $70.6K
|
77.9K
$3.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.39K+ 1.32% |
$70K - $70.5K
|
106K
$5.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.28K+ 15.83% |
$64.3K - $64.8K
|
9.34K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.22K+ 7.73% |
$61.4K - $61.9K
|
17K
$858K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.14K+ 2.55% |
$57.4K - $57.9K
|
45.9K
$2.32M
|