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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-6.28K- 4.31% |
$317K - $318K
|
139K
$7.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 25.0% |
$50.5 - $50.7
|
3
$152
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.29KNew |
$317K - $319K
|
6.29K
$318K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
91+ 1.59% |
$4.59K - $4.61K
|
5.82K
$294K
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-469- 2.78% |
$23.7K - $23.8K
|
16.4K
$829K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.82K+ 197.29% |
$91.9K - $92.3K
|
2.74K
$139K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.6K+ 23.49% |
$2M - $2M
|
208K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.86K- 46.44% |
$195K - $195K
|
4.45K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$702K - $704K
|
13.9K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-19.8K- 14.03% |
$1M - $1.01M
|
122K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04K+ 2.36% |
$52.4K - $52.6K
|
44.9K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
441K+ 24.18% |
$22.3M - $22.4M
|
2.27M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.15K- 95.95% |
$209K - $210K
|
175
$8.84K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87KNew |
$145K - $145K
|
2.87K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
839+ 6.72% |
$42.4K - $42.5K
|
13.3K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58New |
$2.93K - $2.94K
|
58
$2.93K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-200- 4.7% |
$10.1K - $10.1K
|
4.06K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-395- 3.13% |
$19.9K - $20K
|
12.2K
$617K
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-4.48K- 4.2% |
$226K - $227K
|
102K
$5.17M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.81K- 28.45% |
$91.5K - $91.9K
|
4.56K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.99KNew |
$252K - $253K
|
4.99K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
3.11KNew |
$157K - $158K
|
3.11K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
20.7K+ 6.23% |
$1.04M - $1.05M
|
352K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$1.36K - $1.37K
|
27
$1.36K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 1.57% |
$202 - $203
|
251
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-121- 78.06% |
$6.11K - $6.13K
|
34
$1.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
41+ 0.84% |
$2.07K - $2.08K
|
4.95K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-32.6K- 21.62% |
$1.65M - $1.65M
|
118K
$5.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.39K- 28.6% |
$120K - $121K
|
5.96K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.07K+ 68.59% |
$306K - $308K
|
14.9K
$754K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 76.82% |
$840K - $844K
|
5.02K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$201K - $201K
|
3.98K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
183+ 70.93% |
$9.24K - $9.27K
|
441
$22.3K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 21.51% |
$95.8K - $96.2K
|
10.7K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20.8K- 42.85% |
$1.05M - $1.05M
|
27.7K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.64KNew |
$82.8K - $83.1K
|
1.64K
$82.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.17KNew |
$59.2K - $59.4K
|
1.17K
$59.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
40+ 0.68% |
$2.02K - $2.03K
|
5.89K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 54.17% |
$1.31K - $1.32K
|
22
$1.11K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.52K- 89.31% |
$76.8K - $77.1K
|
182
$9.19K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12+ 0.18% |
$606 - $608
|
6.57K
$332K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
70New |
$3.53K - $3.54K
|
70
$3.54K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.85KNew |
$244K - $246K
|
4.85K
$245K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
244New |
$12.3K - $12.4K
|
244
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-103K- 91.97% |
$5.19M - $5.22M
|
9K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.21KNew |
$413K - $416K
|
8.21K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-506- 8.0% |
$25.5K - $25.6K
|
5.82K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-511- 5.55% |
$25.7K - $25.9K
|
8.69K
$439K
|
|