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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-342- 8.79% |
$17.3K - $17.3K
|
3.55K
$179K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.01K+ 18.32% |
$354K - $355K
|
45.3K
$2.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-27.1K- 13.09% |
$1.37M - $1.37M
|
180K
$9.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
248K+ 4.07% |
$12.5M - $12.5M
|
6.33M
$320M
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
SELL
|
- |
-1.48K- 5.3% |
$74.8K - $75.1K
|
26.5K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-887- 7.85% |
$44.7K - $44.9K
|
10.4K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-277- 3.4% |
$14K - $14K
|
7.86K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.13K- 3.64% |
$158K - $159K
|
82.8K
$4.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
40KNew |
$2.02M - $2.03M
|
40K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisor Resource Council
|
SELL
|
- |
-40- 0.93% |
$2.02K - $2.03K
|
4.28K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-172K- 32.12% |
$8.66M - $8.7M
|
363K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-247- 1.61% |
$12.5K - $12.5K
|
15.1K
$764K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.1K+ 2.67% |
$106K - $106K
|
80.7K
$4.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.34KNew |
$269K - $270K
|
5.34K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
25K+ 28.56% |
$1.26M - $1.27M
|
113K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-250- 21.46% |
$12.6K - $12.7K
|
915
$46.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-257- 2.82% |
$13K - $13K
|
8.87K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
117+ 0.88% |
$5.9K - $5.93K
|
13.4K
$675K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.24K- 4.42% |
$416K - $417K
|
178K
$8.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5KNew |
$529K - $531K
|
10.5K
$530K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.9K+ 40.42% |
$197K - $197K
|
13.5K
$684K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
441+ 3.03% |
$22.2K - $22.3K
|
15K
$757K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
42.2KNew |
$2.13M - $2.14M
|
42.2K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.83K- 11.57% |
$345K - $346K
|
52.2K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-92K- 25.7% |
$4.64M - $4.66M
|
266K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16K+ 3.32% |
$806K - $809K
|
497K
$25.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.37K- 87.51% |
$68.9K - $69.2K
|
195
$9.85K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
7.97K+ 18.48% |
$402K - $404K
|
51.1K
$2.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
60+ 0.26% |
$3.03K - $3.04K
|
23.4K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-425- 8.43% |
$21.4K - $21.5K
|
4.62K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.48KNew |
$226K - $227K
|
4.48K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.7K+ 11.16% |
$186K - $187K
|
36.8K
$1.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
71.3K+ 7.22% |
$3.6M - $3.61M
|
1.06M
$53.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10.6K- 19.41% |
$533K - $535K
|
43.9K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-45.2K- 9.59% |
$2.28M - $2.29M
|
426K
$21.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
76KNew |
$3.83M - $3.85M
|
76K
$3.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
216+ 1.09% |
$10.9K - $10.9K
|
20K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-281K- 41.05% |
$14.2M - $14.3M
|
404K
$20.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
82.2K+ 345.71% |
$4.15M - $4.16M
|
106K
$5.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-3.32K- 2.15% |
$168K - $168K
|
151K
$7.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.22K+ 149.69% |
$61.5K - $61.8K
|
2.04K
$103K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
125+ 0.66% |
$6.31K - $6.33K
|
19.2K
$969K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.8K+ 6.68% |
$647K - $650K
|
205K
$10.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.1K+ 894.88% |
$1.07M - $1.07M
|
23.5K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
867+ 2.06% |
$43.7K - $43.9K
|
43K
$2.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17- 0.2% |
$858 - $861
|
8.34K
$421K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.16K+ 0.61% |
$412K - $414K
|
1.34M
$67.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-8.84K- 33.5% |
$446K - $448K
|
17.5K
$886K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4KNew |
$202K - $203K
|
4K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$845K - $848K
|
16.7K
$846K
|
|