Latest Institutional Transactions on Ishares Treasury Floating Rate (TFLO)
This table provides information on the latest institutional transactions involving Ishares Treasury Floating Rate (TFLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.96K- 7.91% |
$98.5K - $99K
|
22.8K
$1.15M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11KNew |
$556K - $559K
|
11K
$558K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
70New |
$3.53K - $3.54K
|
70
$3.54K
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.12K+ 0.91% |
$107K - $107K
|
235K
$11.9M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
322New |
$16.2K - $16.3K
|
322
$16.3K
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.85KNew |
$244K - $246K
|
4.85K
$245K
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-184K- 22.06% |
$9.26M - $9.31M
|
650K
$32.8M
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.59MNew |
$80.3M - $80.7M
|
1.59M
$80.6M
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
16.6KNew |
$836K - $840K
|
16.6K
$839K
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
170KNew |
$8.58M - $8.62M
|
170K
$8.61M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.29K- 43.0% |
$166K - $167K
|
4.36K
$220K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
244New |
$12.3K - $12.4K
|
244
$12.3K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.82KNew |
$444K - $447K
|
8.82K
$446K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
27.7K+ 8.09% |
$1.39M - $1.4M
|
370K
$18.7M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.72K- 99.42% |
$137K - $138K
|
16
$809
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
84K+ 816.93% |
$4.23M - $4.25M
|
94.3K
$4.77M
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 9.63% |
$76.6K - $77K
|
14.3K
$721K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-777K- 21.75% |
$39.2M - $39.4M
|
2.8M
$141M
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.65K- 0.64% |
$284K - $286K
|
873K
$44.1M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-114- 54.29% |
$5.74K - $5.77K
|
96
$4.85K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.35K- 10.25% |
$68K - $68.4K
|
11.8K
$597K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-247K- 51.98% |
$12.4M - $12.5M
|
228K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-22.7K- 66.11% |
$1.14M - $1.15M
|
11.6K
$588K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-66.7K- 21.23% |
$3.36M - $3.38M
|
247K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-506- 8.0% |
$25.5K - $25.6K
|
5.82K
$294K
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-511- 5.55% |
$25.7K - $25.9K
|
8.69K
$439K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-441- 0.34% |
$22.2K - $22.3K
|
129K
$6.5M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6K+ 65.07% |
$687K - $691K
|
34.6K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.21KNew |
$413K - $416K
|
8.21K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
231K+ 158.75% |
$11.6M - $11.7M
|
377K
$19M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.4K+ 59.56% |
$675K - $678K
|
35.9K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-719- 0.06% |
$36.2K - $36.4K
|
1.22M
$61.5M
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-103K- 91.97% |
$5.19M - $5.22M
|
9K
$455K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 20.45% |
$135K - $135K
|
15.7K
$796K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.15K- 2.41% |
$159K - $159K
|
127K
$6.44M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 20.85% |
$514K - $516K
|
59.1K
$2.99M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
309+ 3.08% |
$15.6K - $15.6K
|
10.3K
$523K
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.3K+ 43.83% |
$921K - $926K
|
60K
$3.03M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
265K+ 4.23% |
$13.4M - $13.4M
|
6.54M
$331M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14.1KNew |
$711K - $714K
|
14.1K
$713K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.01K- 40.82% |
$151K - $152K
|
4.36K
$220K
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-20.1K- 2.26% |
$1.01M - $1.02M
|
867K
$43.9M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-173K- 14.14% |
$8.7M - $8.74M
|
1.05M
$53M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.1K+ 44.73% |
$712K - $715K
|
45.7K
$2.31M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 7.42% |
$14.3K - $14.4K
|
3.54K
$179K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
43.9KNew |
$2.21M - $2.22M
|
43.9K
$2.22M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14K- 14.64% |
$706K - $710K
|
81.7K
$4.13M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.8K- 81.72% |
$2.56M - $2.57M
|
11.4K
$575K
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-15.2K- 15.09% |
$767K - $771K
|
85.7K
$4.33M
|