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 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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
115+ 2.06% |
$5.79K - $5.84K
|
5.69K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
805New |
$40.5K - $40.9K
|
805
$40.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.98KNew |
$200K - $202K
|
3.98K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.59K- 11.6% |
$332K - $334K
|
50.2K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-3.49K- 0.85% |
$176K - $177K
|
409K
$20.6M
|
|
|
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
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
10+ 0.12% |
$504 - $508
|
8.61K
$435K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.95K- 13.24% |
$98K - $98.8K
|
12.7K
$644K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.16K+ 4.29% |
$159K - $161K
|
76.9K
$3.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11.4K- 24.95% |
$572K - $577K
|
34.2K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-3.72K- 10.9% |
$187K - $189K
|
30.4K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-656- 4.18% |
$33K - $33.3K
|
15K
$760K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.1K+ 328.95% |
$713K - $718K
|
18.4K
$932K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.01KNew |
$252K - $254K
|
5.01K
$253K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.03K- 1.7% |
$102K - $103K
|
118K
$5.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 18.75% |
$1.51K - $1.52K
|
190
$9.6K
|
|
|
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
$3.59K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
7.14KNew |
$360K - $362K
|
7.14K
$361K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
33+ 0.27% |
$1.66K - $1.67K
|
12.2K
$617K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.74K- 4.62% |
$138K - $139K
|
56.5K
$2.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12K+ 258.69% |
$604K - $609K
|
16.6K
$840K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-645- 8.06% |
$32.5K - $32.7K
|
7.36K
$372K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.21K- 20.75% |
$464K - $467K
|
35.2K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.43K- 1.52% |
$72K - $72.6K
|
92.6K
$4.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-83.1K- 94.88% |
$4.19M - $4.22M
|
4.49K
$227K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.8K- 49.11% |
$744K - $750K
|
15.3K
$773K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-1.05K- 15.9% |
$52.8K - $53.2K
|
5.55K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-3.63K- 2.87% |
$183K - $184K
|
123K
$6.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.07K+ 10.17% |
$53.9K - $54.4K
|
11.6K
$586K
|
|
|
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
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
235New |
$11.8K - $11.9K
|
235
$11.9K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
32New |
$1.61K - $1.62K
|
32
$1.62K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-851- 13.43% |
$42.9K - $43.2K
|
5.49K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-548- 93.36% |
$27.6K - $27.8K
|
39
$1.97K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
14.1K+ 10.32% |
$712K - $717K
|
151K
$7.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.37KNew |
$472K - $475K
|
9.37K
$473K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-107K- 16.73% |
$5.4M - $5.44M
|
533K
$26.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
368+ 8.38% |
$18.5K - $18.7K
|
4.76K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.14K+ 2.55% |
$57.4K - $57.9K
|
45.9K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.28K+ 15.83% |
$64.3K - $64.8K
|
9.34K
$472K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.69K- 28.88% |
$85.1K - $85.7K
|
4.16K
$210K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.63K+ 18.08% |
$384K - $387K
|
49.8K
$2.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
69New |
$3.48K - $3.5K
|
69
$3.49K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.39K+ 1.82% |
$70.1K - $70.6K
|
77.9K
$3.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.96K+ 28.77% |
$300K - $302K
|
26.7K
$1.35M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-453- 67.92% |
$22.8K - $23K
|
214
$10.8K
|
|