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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-297K- 81.53% |
$15M - $15M
|
67.3K
$3.39M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.92K- 37.89% |
$198K - $199K
|
6.43K
$324K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.4
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.6K- 80.78% |
$1.19M - $1.2M
|
5.62K
$283K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
715+ 1.77% |
$36.1K - $36.2K
|
41.1K
$2.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
89.7KNew |
$4.52M - $4.54M
|
89.7K
$4.52M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
727KNew |
$36.7M - $36.8M
|
727K
$36.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
63.8KNew |
$3.21M - $3.23M
|
63.8K
$3.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-145- 5.03% |
$7.31K - $7.35K
|
2.74K
$138K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.8K- 5.48% |
$1.6M - $1.61M
|
549K
$27.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
130+ 81.76% |
$6.55K - $6.59K
|
289
$14.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-65.5K- 23.36% |
$3.3M - $3.32M
|
215K
$10.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-7.15K- 9.47% |
$361K - $362K
|
68.4K
$3.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 186.27% |
$518K - $520K
|
15.8K
$796K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.02KNew |
$203K - $204K
|
4.02K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$607K - $610K
|
12K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60.3K- 38.02% |
$3.04M - $3.06M
|
98.4K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
173K+ 57.16% |
$8.71M - $8.75M
|
475K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.5K+ 1.24% |
$177K - $177K
|
285K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.15% |
$2.52K - $2.53K
|
34.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15.1K- 37.65% |
$761K - $765K
|
25K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25K- 70.05% |
$1.26M - $1.27M
|
10.7K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.63K+ 0.53% |
$183K - $184K
|
683K
$34.4M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
346+ 0.58% |
$17.4K - $17.5K
|
59.9K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.05% |
$403 - $405
|
17.8K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-242K- 47.08% |
$12.2M - $12.3M
|
272K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.59K- 14.62% |
$181K - $182K
|
21K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.39K+ 24.33% |
$171K - $172K
|
17.3K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.52K+ 23.31% |
$329K - $330K
|
34.5K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
33.2K+ 210.38% |
$1.67M - $1.68M
|
48.9K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
45+ 0.45% |
$2.27K - $2.28K
|
10K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
104+ 1.33% |
$5.24K - $5.27K
|
7.92K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-161K- 4.3% |
$8.1M - $8.14M
|
3.57M
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.2K- 26.66% |
$1.52M - $1.53M
|
83K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.04K- 8.32% |
$103K - $104K
|
22.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.4KNew |
$373K - $375K
|
7.4K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.37K- 15.36% |
$120K - $120K
|
13.1K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.37K- 26.97% |
$120K - $120K
|
6.43K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-210K- 65.2% |
$10.6M - $10.6M
|
112K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
108K+ 44.98% |
$5.44M - $5.47M
|
348K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.5KNew |
$1.13M - $1.14M
|
22.5K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
10.2KNew |
$512K - $515K
|
10.2K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 2.97% |
$9.13M - $9.17M
|
6.27M
$316M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
146KNew |
$7.35M - $7.39M
|
146K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.59K- 40.34% |
$130K - $131K
|
3.83K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
135K+ 442.4% |
$6.81M - $6.84M
|
166K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
55.5K+ 137.99% |
$2.8M - $2.81M
|
95.7K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-209K- 48.6% |
$10.5M - $10.6M
|
221K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
383+ 6.01% |
$19.3K - $19.4K
|
6.75K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
71.6KNew |
$3.61M - $3.63M
|
71.6K
$3.61M
|