Latest Institutional Purchases of Ishares Treasury Floating Rate (TFLO)
This list provides information on the latest institutional transactions involving Ishares Treasury Floating Rate (TFLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
76KNew |
$3.83M - $3.85M
|
76K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
71.8K+ 295.21% |
$3.62M - $3.64M
|
96.1K
$4.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
71.3K+ 7.22% |
$3.6M - $3.61M
|
1.06M
$53.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
64.9K+ 9.53% |
$3.27M - $3.29M
|
745K
$37.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
63.2K+ 17.12% |
$3.19M - $3.2M
|
433K
$21.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.8K+ 63.32% |
$3.17M - $3.18M
|
162K
$8.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
58.8KNew |
$2.97M - $2.98M
|
58.8K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
58.5KNew |
$2.95M - $2.96M
|
58.5K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
55.5K+ 20.09% |
$2.8M - $2.81M
|
332K
$16.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
52.2K+ 5.85% |
$2.63M - $2.64M
|
944K
$47.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.7KNew |
$2.31M - $2.32M
|
45.7K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
42.2KNew |
$2.13M - $2.14M
|
42.2K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
42.2KNew |
$2.13M - $2.14M
|
42.2K
$2.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
40.4K+ 13.53% |
$2.04M - $2.05M
|
339K
$17.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
40KNew |
$2.02M - $2.03M
|
40K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.7K+ 16.06% |
$1.7M - $1.71M
|
243K
$12.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.9K+ 50.48% |
$1.66M - $1.67M
|
98.2K
$4.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.6K+ 1.91% |
$1.64M - $1.65M
|
1.74M
$88M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.5K+ 5.51% |
$1.54M - $1.54M
|
584K
$29.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
27.9KNew |
$1.41M - $1.42M
|
27.9K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
25K+ 28.56% |
$1.26M - $1.27M
|
113K
$5.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
23K+ 1.42% |
$1.16M - $1.17M
|
1.65M
$83.2M
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
17.7K+ 35.58% |
$893K - $896K
|
67.4K
$3.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$845K - $848K
|
16.7K
$846K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16.3K+ 20.82% |
$822K - $825K
|
94.5K
$4.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16K+ 3.32% |
$806K - $809K
|
497K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.7KNew |
$689K - $692K
|
13.7K
$690K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$688K - $691K
|
13.6K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
13.4K+ 14.22% |
$678K - $681K
|
108K
$5.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
13.1KNew |
$663K - $665K
|
13.1K
$663K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.8K+ 6.68% |
$647K - $650K
|
205K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.2KNew |
$566K - $568K
|
11.2K
$567K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 5.08% |
$555K - $558K
|
228K
$11.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
10.9K+ 1544.35% |
$552K - $554K
|
11.6K
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5KNew |
$529K - $531K
|
10.5K
$530K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10.4K+ 6.11% |
$525K - $527K
|
181K
$9.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.07KNew |
$458K - $459K
|
9.07K
$458K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
8.67K+ 1.43% |
$438K - $439K
|
615K
$31.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.16K+ 0.61% |
$412K - $414K
|
1.34M
$67.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
7.97K+ 18.48% |
$402K - $404K
|
51.1K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.09KNew |
$358K - $359K
|
7.09K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.01K+ 18.32% |
$354K - $355K
|
45.3K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.58K+ 1.31% |
$332K - $333K
|
511K
$25.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.73K+ 2.85% |
$289K - $290K
|
207K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5.36K+ 67.81% |
$271K - $272K
|
13.3K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.34KNew |
$269K - $270K
|
5.34K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.31KNew |
$268K - $269K
|
5.31K
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 25.58% |
$250K - $251K
|
24.3K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.91K+ 45.02% |
$247K - $248K
|
15.8K
$798K
|
|