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 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-63- 1.54% |
$3.17K - $3.2K
|
4.03K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-67- 1.16% |
$3.37K - $3.4K
|
5.69K
$287K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-73- 21.79% |
$3.68K - $3.7K
|
262
$13.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-81- 39.71% |
$4.08K - $4.11K
|
123
$6.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-81- 1.27% |
$4.08K - $4.11K
|
6.3K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-104- 50.98% |
$5.24K - $5.28K
|
100
$5.05K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-134- 1.54% |
$6.75K - $6.8K
|
8.6K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-172- 58.9% |
$8.66K - $8.73K
|
120
$6.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-216- 1.12% |
$10.9K - $11K
|
19K
$960K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-219- 1.79% |
$11K - $11.1K
|
12K
$608K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-226- 5.24% |
$11.4K - $11.5K
|
4.09K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-228- 2.51% |
$11.5K - $11.6K
|
8.85K
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-240- 2.29% |
$12.1K - $12.2K
|
10.2K
$517K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-254- 3.96% |
$12.8K - $12.9K
|
6.16K
$311K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-269- 11.35% |
$13.5K - $13.7K
|
2.1K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-306- 3.01% |
$15.4K - $15.5K
|
9.85K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-313- 7.5% |
$15.8K - $15.9K
|
3.86K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-328- 5.29% |
$16.5K - $16.6K
|
5.87K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-343- 1.86% |
$17.3K - $17.4K
|
18.1K
$913K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-345- 0.48% |
$17.4K - $17.5K
|
71.1K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-350- 0.18% |
$17.6K - $17.8K
|
197K
$9.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-365- 1.16% |
$18.4K - $18.5K
|
31.1K
$1.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-388- 10.65% |
$19.5K - $19.7K
|
3.26K
$164K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-415- 4.71% |
$20.9K - $21.1K
|
8.39K
$424K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-425- 2.57% |
$21.4K - $21.6K
|
16.1K
$815K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-453- 67.92% |
$22.8K - $23K
|
214
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-471- 5.32% |
$23.7K - $23.9K
|
8.39K
$424K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-548- 93.36% |
$27.6K - $27.8K
|
39
$1.97K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-571- 1.93% |
$28.8K - $29K
|
29K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-581- 0.42% |
$29.3K - $29.5K
|
136K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-588- 9.26% |
$29.6K - $29.8K
|
5.76K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-607- 3.81% |
$30.6K - $30.8K
|
15.3K
$773K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-610- 2.42% |
$30.7K - $31K
|
24.6K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-622- 7.12% |
$31.3K - $31.6K
|
8.11K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-645- 8.06% |
$32.5K - $32.7K
|
7.36K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-646- 2.29% |
$32.5K - $32.8K
|
27.6K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-656- 4.18% |
$33K - $33.3K
|
15K
$760K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-700- 21.85% |
$35.3K - $35.5K
|
2.5K
$126K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-740- 1.19% |
$37.3K - $37.6K
|
61.2K
$3.09M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-835- 13.85% |
$42.1K - $42.4K
|
5.19K
$262K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-851- 13.43% |
$42.9K - $43.2K
|
5.49K
$277K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-1.05K- 15.9% |
$52.8K - $53.2K
|
5.55K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.15K- 2.53% |
$57.9K - $58.4K
|
44.4K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.17K- 3.45% |
$59K - $59.4K
|
32.8K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 0.91% |
$61.5K - $61.9K
|
133K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.26K- 4.29% |
$63.6K - $64.1K
|
28.2K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.27K- 19.71% |
$64.1K - $64.6K
|
5.18K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.43K- 1.52% |
$72K - $72.6K
|
92.6K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 11.35% |
$75.4K - $75.9K
|
11.7K
$591K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.51K- 3.86% |
$75.8K - $76.4K
|
37.5K
$1.9M
|