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, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.71K+ 14.75% |
$136K - $137K
|
21K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12.5K- 10.85% |
$630K - $633K
|
103K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-19.9K- 82.79% |
$1M - $1.01M
|
4.14K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-37.7K- 27.19% |
$1.9M - $1.91M
|
101K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-89.2K- 39.45% |
$4.5M - $4.52M
|
137K
$6.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-11.8K- 4.2% |
$593K - $595K
|
268K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.5K+ 527.7% |
$1.38M - $1.39M
|
32.7K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.54K- 21.71% |
$329K - $331K
|
23.6K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
143+ 4.76% |
$7.21K - $7.24K
|
3.15K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.43K+ 6.96% |
$425K - $427K
|
129K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.83K- 30.26% |
$92.1K - $92.6K
|
4.21K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
32.3K+ 385.96% |
$1.63M - $1.64M
|
40.7K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.95KNew |
$451K - $454K
|
8.95K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.53K+ 22.04% |
$228K - $229K
|
25.1K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-785- 0.09% |
$39.6K - $39.8K
|
834K
$42M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-807K- 91.14% |
$40.7M - $40.9M
|
78.4K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-74- 0.72% |
$3.73K - $3.75K
|
10.1K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-13K- 17.47% |
$653K - $657K
|
61.2K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.27K+ 33.99% |
$316K - $318K
|
24.7K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.04K- 5.64% |
$254K - $255K
|
84.3K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-20.1K- 4.61% |
$1.01M - $1.02M
|
416K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.51K+ 3.24% |
$75.9K - $76.2K
|
48K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.61K- 12.61% |
$81K - $81.4K
|
11.1K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-18.2K- 54.57% |
$918K - $923K
|
15.2K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-623K- 98.17% |
$31.4M - $31.6M
|
11.6K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 3.72% |
$190K - $191K
|
105K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46.6K+ 38.23% |
$2.35M - $2.36M
|
169K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873KNew |
$44M - $44.2M
|
873K
$44M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70New |
$3.53K - $3.55K
|
70
$3.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
646+ 8.93% |
$32.6K - $32.7K
|
7.88K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-112K- 14.89% |
$5.66M - $5.68M
|
641K
$32.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-35K- 31.32% |
$1.77M - $1.77M
|
76.8K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-846- 0.32% |
$42.7K - $42.9K
|
261K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.75K+ 91.33% |
$189K - $190K
|
7.85K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 14.0% |
$56.3K - $56.5K
|
6.86K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.09K+ 8.53% |
$307K - $309K
|
77.5K
$3.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.17K+ 0.98% |
$110K - $110K
|
225K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01K+ 29.5% |
$50.7K - $51K
|
4.42K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-362- 16.91% |
$18.3K - $18.3K
|
1.78K
$89.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-98.1K- 1.73% |
$4.95M - $4.97M
|
5.59M
$282M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.46K+ 26.62% |
$376K - $378K
|
35.5K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
408K+ 377.0% |
$20.6M - $20.7M
|
516K
$26M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.47K+ 67.19% |
$125K - $125K
|
6.15K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-741- 52.37% |
$37.4K - $37.5K
|
674
$34K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-116K- 44.64% |
$5.85M - $5.88M
|
144K
$7.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.84K- 8.69% |
$244K - $245K
|
50.8K
$2.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10.7K+ 4.05% |
$538K - $541K
|
274K
$13.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.99K+ 1.04% |
$252K - $253K
|
484K
$24.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.1K+ 57.19% |
$257K - $259K
|
14K
$707K
|