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 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.65KNew |
$285K - $287K
|
5.65K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.96KNew |
$250K - $252K
|
4.96K
$250K
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.48KNew |
$226K - $227K
|
4.48K
$226K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.05KNew |
$205K - $206K
|
4.05K
$204K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.71K+ 9.13% |
$137K - $138K
|
32.4K
$1.64M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
1.21K+ 0.82% |
$61.1K - $61.4K
|
149K
$7.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
497New |
$25.1K - $25.2K
|
497
$25.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
139New |
$7.01K - $7.05K
|
139
$7.01K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$757 - $761
|
15
$756
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
312KNew |
$15.8M - $15.8M
|
312K
$15.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
288KNew |
$14.5M - $14.6M
|
288K
$14.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
32.8K+ 11.31% |
$1.65M - $1.66M
|
323K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
14KNew |
$706K - $709K
|
14K
$706K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.33K+ 7.48% |
$319K - $321K
|
91K
$4.59M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
787New |
$39.7K - $39.9K
|
787
$39.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
749New |
$37.8K - $38K
|
749
$37.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
412+ 8.64% |
$20.8K - $20.9K
|
5.18K
$261K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49KNew |
$2.47M - $2.48M
|
49K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
39KNew |
$1.96M - $1.97M
|
39K
$1.96M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
29.3KNew |
$1.48M - $1.48M
|
29.3K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
29.3KNew |
$1.48M - $1.48M
|
29.3K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
12.6KNew |
$634K - $637K
|
12.6K
$635K
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
9.9KNew |
$499K - $501K
|
9.9K
$499K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
8.61KNew |
$434K - $436K
|
8.61K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
36+ 0.72% |
$1.81K - $1.82K
|
5.04K
$254K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.21K - $1.21K
|
24
$1.21K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
55.5K+ 27.56% |
$2.79M - $2.8M
|
257K
$13M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
48K+ 5.06% |
$2.41M - $2.42M
|
996K
$50.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
37.8KNew |
$1.9M - $1.91M
|
37.8K
$1.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
24.8KNew |
$1.25M - $1.25M
|
24.8K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
19.3K+ 69.08% |
$972K - $976K
|
47.3K
$2.38M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.2KNew |
$764K - $768K
|
15.2K
$766K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.44KNew |
$374K - $376K
|
7.44K
$375K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.8KNew |
$292K - $293K
|
5.8K
$293K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.96KNew |
$199K - $200K
|
3.96K
$200K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
529New |
$26.6K - $26.7K
|
529
$26.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
500New |
$25.2K - $25.3K
|
500
$25.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
80+ 1.15% |
$4.02K - $4.04K
|
7.03K
$355K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
43New |
$2.16K - $2.17K
|
43
$2.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
89.8KNew |
$4.52M - $4.53M
|
89.8K
$4.53M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
82.5KNew |
$4.15M - $4.17M
|
82.5K
$4.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
39.7KNew |
$2M - $2M
|
39.7K
$2M
|
|
|
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
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
15.3KNew |
$769K - $771K
|
15.3K
$770K
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.4KNew |
$625K - $626K
|
12.4K
$626K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.43K+ 123.38% |
$71.7K - $71.9K
|
2.58K
$130K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
579New |
$29.1K - $29.2K
|
579
$29.2K
|
|