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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-43.8K- 54.47% |
$2.21M - $2.22M
|
36.6K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.21K - $1.21K
|
24
$1.21K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-116K- 97.54% |
$5.84M - $5.86M
|
2.92K
$147K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-355K- 98.89% |
$17.9M - $18M
|
3.97K
$201K
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
9.9KNew |
$499K - $501K
|
9.9K
$500K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
8.61KNew |
$434K - $436K
|
8.61K
$435K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.2KNew |
$764K - $768K
|
15.2K
$767K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
43New |
$2.16K - $2.17K
|
43
$2.17K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.8KNew |
$292K - $293K
|
5.8K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.18M- 98.02% |
$160M - $160M
|
64.3K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
80+ 1.15% |
$4.02K - $4.04K
|
7.03K
$355K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
529New |
$26.6K - $26.7K
|
529
$26.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
24.8KNew |
$1.25M - $1.25M
|
24.8K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.92K- 70.3% |
$499K - $501K
|
4.19K
$212K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.96KNew |
$199K - $200K
|
3.96K
$200K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
48K+ 5.06% |
$2.41M - $2.42M
|
996K
$50.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.25K- 0.32% |
$62.9K - $63.2K
|
387K
$19.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.53K- 91.27% |
$76.8K - $77.1K
|
146
$7.37K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
55.5K+ 27.56% |
$2.79M - $2.8M
|
257K
$13M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 2.81% |
$1.01K - $1.01K
|
691
$34.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
37.8KNew |
$1.9M - $1.91M
|
37.8K
$1.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
19.3K+ 69.08% |
$972K - $976K
|
47.3K
$2.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
500New |
$25.2K - $25.3K
|
500
$25.3K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
3.89K+ 7.45% |
$196K - $196K
|
56K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
276New |
$13.9K - $13.9K
|
276
$13.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.27K- 68.49% |
$215K - $215K
|
1.96K
$99.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
82.5KNew |
$4.15M - $4.17M
|
82.5K
$4.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
39.7KNew |
$2M - $2M
|
39.7K
$2M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
89.8KNew |
$4.52M - $4.53M
|
89.8K
$4.53M
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16.5K- 99.64% |
$829K - $831K
|
60
$3.03K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-818Closed |
$41.2K - $41.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-500- 3.82% |
$25.2K - $25.2K
|
12.6K
$636K
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.4KNew |
$625K - $626K
|
12.4K
$627K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
15.3KNew |
$769K - $771K
|
15.3K
$772K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
183+ 3.31% |
$9.21K - $9.23K
|
5.71K
$289K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
579New |
$29.1K - $29.2K
|
579
$29.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
44New |
$2.21K - $2.22K
|
44
$2.22K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.43K+ 123.38% |
$71.7K - $71.9K
|
2.58K
$130K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Hedges Asset Management LLC
|
SELL
|
- |
-4KClosed |
$201K - $201K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-1.4KClosed |
$70.4K - $70.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-911Closed |
$45.8K - $45.9K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-8.8KClosed |
$442K - $443K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.41KClosed |
$222K - $222K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-64Closed |
$3.22K - $3.22K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.62KClosed |
$433K - $433K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.39KClosed |
$221K - $221K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-75- 36.76% |
$3.77K - $3.77K
|
129
$6.52K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-199- 9.1% |
$10K - $10K
|
1.99K
$100K
|
|
| Q2 2021 | |||||||
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.65KClosed |
$284K - $284K
|
0
$0
|
|