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 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.8KNew |
$2.21M - $2.22M
|
43.8K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-12.5K- 10.43% |
$627K - $632K
|
107K
$5.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$50.4 - $50.8
|
1
$50.4
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.45K+ 15.61% |
$72.9K - $73.4K
|
10.7K
$541K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.07K+ 33.04% |
$356K - $359K
|
28.5K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
115+ 2.06% |
$5.79K - $5.84K
|
5.69K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.57K- 12.65% |
$230K - $232K
|
31.6K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.19K- 23.35% |
$211K - $213K
|
13.8K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.86K- 3.12% |
$93.7K - $94.4K
|
57.8K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.43K- 32.35% |
$223K - $225K
|
9.26K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.1K+ 374.96% |
$961K - $968K
|
24.2K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
805New |
$40.5K - $40.9K
|
805
$40.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
172New |
$8.66K - $8.73K
|
172
$8.68K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-3.49K- 0.85% |
$176K - $177K
|
409K
$20.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.59K- 11.6% |
$332K - $334K
|
50.2K
$2.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.98KNew |
$200K - $202K
|
3.98K
$201K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
137+ 1.22% |
$6.9K - $6.95K
|
11.4K
$575K
|
|
|
Feb 02, 2024
Q4 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-67.7K- 66.09% |
$3.41M - $3.44M
|
34.7K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
10+ 0.12% |
$504 - $508
|
8.61K
$434K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.95K- 13.24% |
$98K - $98.8K
|
12.7K
$643K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11.4K- 24.95% |
$572K - $577K
|
34.2K
$1.72M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-3.72K- 10.9% |
$187K - $189K
|
30.4K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.16K+ 4.29% |
$159K - $161K
|
76.9K
$3.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-656- 4.18% |
$33K - $33.3K
|
15K
$758K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.01KNew |
$252K - $254K
|
5.01K
$252K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.1K+ 328.95% |
$713K - $718K
|
18.4K
$931K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 18.75% |
$1.51K - $1.52K
|
190
$9.58K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.03K- 1.7% |
$102K - $103K
|
118K
$5.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43New |
$2.17K - $2.18K
|
43
$2.17K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
28KNew |
$1.41M - $1.42M
|
28K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
71New |
$3.58K - $3.6K
|
71
$3.58K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
33+ 0.27% |
$1.66K - $1.67K
|
12.2K
$616K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
7.14KNew |
$360K - $362K
|
7.14K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 8.4% |
$174K - $175K
|
44.6K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12K+ 258.69% |
$604K - $609K
|
16.6K
$839K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.74K- 4.62% |
$138K - $139K
|
56.5K
$2.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-645- 8.06% |
$32.5K - $32.7K
|
7.36K
$371K
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-83.1K- 94.88% |
$4.19M - $4.22M
|
4.49K
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.43K- 1.52% |
$72K - $72.6K
|
92.6K
$4.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.21K- 20.75% |
$464K - $467K
|
35.2K
$1.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.8K- 49.11% |
$744K - $750K
|
15.3K
$772K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-1.05K- 15.9% |
$52.8K - $53.2K
|
5.55K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.07K+ 10.17% |
$53.9K - $54.4K
|
11.6K
$585K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-3.63K- 2.87% |
$183K - $184K
|
123K
$6.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
235New |
$11.8K - $11.9K
|
235
$11.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.27K+ 24.86% |
$114K - $115K
|
11.4K
$575K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-6- 0.01% |
$302 - $305
|
87K
$4.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-548- 93.36% |
$27.6K - $27.8K
|
39
$1.97K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-851- 13.43% |
$42.9K - $43.2K
|
5.49K
$277K
|