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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.43KNew |
$274K - $276K
|
5.43K
$274K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17.3K- 49.52% |
$873K - $877K
|
17.6K
$889K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.52K- 24.98% |
$178K - $179K
|
10.6K
$534K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-348Closed |
$17.6K - $17.6K
|
0
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18.2K+ 103.69% |
$919K - $923K
|
35.8K
$1.8M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-174K- 41.95% |
$8.79M - $8.83M
|
241K
$12.2M
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-254- 3.96% |
$12.8K - $12.9K
|
6.16K
$311K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.2KNew |
$1.22M - $1.23M
|
24.2K
$1.22M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
59.7KNew |
$3.01M - $3.03M
|
59.7K
$3.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.77K- 8.24% |
$139K - $140K
|
30.8K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-216- 1.12% |
$10.9K - $11K
|
19K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 11.35% |
$75.4K - $75.9K
|
11.7K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-172- 58.9% |
$8.66K - $8.73K
|
120
$6.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$1.01M - $1.02M
|
20K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-63- 1.54% |
$3.17K - $3.2K
|
4.03K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-141K- 24.18% |
$7.1M - $7.16M
|
442K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-328- 5.29% |
$16.5K - $16.6K
|
5.87K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-498K- 83.62% |
$25.1M - $25.3M
|
97.6K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
29KNew |
$1.46M - $1.47M
|
29K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22New |
$1.11K - $1.12K
|
22
$1.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-622- 7.12% |
$31.3K - $31.6K
|
8.11K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.6KNew |
$533K - $537K
|
10.6K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.38KNew |
$221K - $222K
|
4.38K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
SELL
|
- |
-138K- 64.22% |
$6.97M - $7.02M
|
77.1K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14K+ 117.02% |
$703K - $708K
|
25.9K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-581- 0.42% |
$29.3K - $29.5K
|
136K
$6.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 3.36% |
$1.86K - $1.88K
|
1.14K
$57.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.85K+ 9.57% |
$93.3K - $94K
|
21.2K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 6.93% |
$530K - $534K
|
141K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
133KNew |
$6.7M - $6.75M
|
133K
$6.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.8K- 5.59% |
$141K - $142K
|
47.3K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
11.7KNew |
$591K - $596K
|
11.7K
$592K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.35KNew |
$370K - $373K
|
7.35K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
95KNew |
$4.79M - $4.82M
|
95K
$4.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-700- 21.85% |
$35.3K - $35.5K
|
2.5K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-95.9K- 44.8% |
$4.83M - $4.87M
|
118K
$5.96M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-313- 7.5% |
$15.8K - $15.9K
|
3.86K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-646- 2.29% |
$32.5K - $32.8K
|
27.6K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
18.5KNew |
$934K - $941K
|
18.5K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.17K+ 52.76% |
$109K - $110K
|
6.28K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.73K- 20.61% |
$188K - $189K
|
14.4K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14KNew |
$704K - $709K
|
14K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
17.7KNew |
$894K - $901K
|
17.7K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-228- 2.51% |
$11.5K - $11.6K
|
8.85K
$446K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-835- 13.85% |
$42.1K - $42.4K
|
5.19K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-240- 2.29% |
$12.1K - $12.2K
|
10.2K
$516K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.17K- 3.45% |
$59K - $59.4K
|
32.8K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.47K- 49.78% |
$225K - $227K
|
4.51K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.69K- 3.04% |
$136K - $137K
|
85.9K
$4.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.1K+ 10.91% |
$557K - $561K
|
112K
$5.67M
|
|