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 |
|---|---|---|---|---|---|---|---|
|
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
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-15.2K- 15.09% |
$767K - $771K
|
85.7K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.24KNew |
$264K - $265K
|
5.24K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
276+ 394.29% |
$13.9K - $14K
|
346
$17.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.58K- 45.61% |
$180K - $181K
|
4.27K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.04% |
$201 - $203
|
10.2K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.5K+ 17.02% |
$831K - $836K
|
113K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-567- 12.51% |
$28.6K - $28.7K
|
3.96K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.69K- 15.92% |
$85.1K - $85.6K
|
8.93K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.2KNew |
$1.62M - $1.63M
|
32.2K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-22.6K- 10.25% |
$1.14M - $1.15M
|
198K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.31K- 29.75% |
$116K - $117K
|
5.44K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
79.1KNew |
$3.98M - $4M
|
79.1K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3K- 49.0% |
$151K - $152K
|
3.12K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
347+ 0.44% |
$17.5K - $17.6K
|
78.8K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
284KNew |
$14.3M - $14.4M
|
284K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
9.9KNew |
$499K - $501K
|
9.9K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.82KNew |
$293K - $295K
|
5.82K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$764K - $768K
|
15.2K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
961+ 19.3% |
$48.4K - $48.7K
|
5.94K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.06K+ 26.44% |
$355K - $357K
|
33.7K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-66- 28.82% |
$3.32K - $3.34K
|
163
$8.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42- 24.42% |
$2.12K - $2.13K
|
130
$6.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.67K- 93.59% |
$83.9K - $84.3K
|
114
$5.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
730+ 0.81% |
$36.8K - $37K
|
90.4K
$4.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
244New |
$12.3K - $12.4K
|
244
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-525- 4.72% |
$26.4K - $26.6K
|
10.6K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-53- 1.12% |
$2.67K - $2.68K
|
4.68K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.89KNew |
$498K - $501K
|
9.89K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-2.08K- 20.51% |
$105K - $106K
|
8.08K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
17.9KNew |
$902K - $907K
|
17.9K
$905K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.09KNew |
$55K - $55.2K
|
1.09K
$55.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.47K- 17.14% |
$73.8K - $74.2K
|
7.08K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-31- 0.5% |
$1.56K - $1.57K
|
6.2K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-28- 0.63% |
$1.41K - $1.42K
|
4.41K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.56K- 97.62% |
$78.4K - $78.8K
|
38
$1.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 99.91% |
$53.2K - $53.5K
|
1
$50.5
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$654K - $658K
|
13K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.3K- 58.31% |
$571K - $574K
|
8.11K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-6.78K- 99.36% |
$342K - $343K
|
44
$2.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
678+ 5.6% |
$34.2K - $34.3K
|
12.8K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$7.56K - $7.59K
|
150
$7.58K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 1.69% |
$201 - $203
|
240
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.97K- 98.81% |
$351K - $353K
|
84
$4.24K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
35+ 0.43% |
$1.76K - $1.77K
|
8.22K
$415K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-6- 0.15% |
$302 - $304
|
4K
$202K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.92K- 37.89% |
$198K - $199K
|
6.43K
$325K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.5
|
|
|
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
|
|