Purchases and Sales Made in Q4 2025 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q4 2025. 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 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
399K+ 2963.36% |
$20.1M - $20.2M
|
413K
$20.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
276KNew |
$13.9M - $14M
|
276K
$13.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
86.1K+ 82.75% |
$4.34M - $4.36M
|
190K
$9.61M
|
|
|
Jan 06, 2026
Q4 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
73.3K+ 9.18% |
$3.7M - $3.71M
|
872K
$44M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
53.3K+ 875.33% |
$2.69M - $2.7M
|
59.4K
$3M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
52.7K+ 26.49% |
$2.66M - $2.67M
|
252K
$12.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
41.6KNew |
$2.1M - $2.11M
|
41.6K
$2.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
40.9KNew |
$2.06M - $2.07M
|
40.9K
$2.07M
|
|
|
Jan 22, 2026
Q4 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
40.8K+ 3.86% |
$2.06M - $2.07M
|
1.1M
$55.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
22.8K+ 26.47% |
$1.15M - $1.15M
|
109K
$5.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.3K+ 15.89% |
$1.12M - $1.13M
|
162K
$8.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22K+ 27.32% |
$1.11M - $1.12M
|
103K
$5.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.8K+ 22.98% |
$1.1M - $1.1M
|
117K
$5.9M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
21.1K+ 6.18% |
$1.06M - $1.07M
|
362K
$18.3M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
20.4K+ 8.2% |
$1.03M - $1.03M
|
269K
$13.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
15.5K+ 179.54% |
$779K - $782K
|
24.1K
$1.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12.4K+ 22.55% |
$624K - $626K
|
67.2K
$3.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11.4K+ 6.45% |
$575K - $577K
|
188K
$9.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3K+ 8.12% |
$567K - $569K
|
150K
$7.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.75K+ 20.35% |
$441K - $443K
|
51.8K
$2.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
8.19K+ 9.89% |
$413K - $414K
|
90.9K
$4.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.85KNew |
$396K - $397K
|
7.85K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.84KNew |
$345K - $346K
|
6.84K
$346K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
6.56KNew |
$331K - $332K
|
6.56K
$331K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.82K+ 2.23% |
$293K - $294K
|
267K
$13.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.54K+ 92.51% |
$279K - $280K
|
11.5K
$582K
|
|
|
Jan 20, 2026
Q4 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.96K+ 6.52% |
$250K - $251K
|
81K
$4.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.8K+ 27.36% |
$242K - $243K
|
22.3K
$1.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4.29KNew |
$216K - $217K
|
4.29K
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
4.01KNew |
$202K - $203K
|
4.01K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 0.64% |
$183K - $184K
|
570K
$28.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.08K+ 2.49% |
$155K - $156K
|
127K
$6.41M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.89K+ 6.48% |
$146K - $146K
|
47.4K
$2.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.67K+ 1.33% |
$135K - $135K
|
203K
$10.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.5KNew |
$126K - $127K
|
2.5K
$126K
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.44K+ 1.35% |
$123K - $124K
|
183K
$9.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2K+ 7.86% |
$101K - $101K
|
27.5K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 1.31% |
$92.8K - $93.2K
|
143K
$7.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.58K+ 8.27% |
$79.4K - $79.7K
|
20.6K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.55K+ 22.3% |
$78.4K - $78.6K
|
8.52K
$431K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.5K+ 10.05% |
$75.6K - $75.9K
|
16.4K
$829K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.4K+ 0.64% |
$70.6K - $70.9K
|
219K
$11.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.32K+ 6.26% |
$66.3K - $66.6K
|
22.3K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.23KNew |
$61.9K - $62.1K
|
1.23K
$62K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.07K+ 24.07% |
$53.7K - $54K
|
5.49K
$278K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 0.11% |
$53.4K - $53.6K
|
1M
$50.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
817+ 4.15% |
$41.2K - $41.3K
|
20.5K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
634+ 1.89% |
$32K - $32.1K
|
34.2K
$1.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
198+ 4.82% |
$9.98K - $10K
|
4.31K
$217K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
121+ 3.45% |
$6.1K - $6.12K
|
3.63K
$184K
|
|