Latest Institutional Sells of Ishares Treasury Floating Rate (TFLO)
This list provides information on the latest institutional transactions involving Ishares Treasury Floating Rate (TFLO) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-626- 12.75% |
$31.6K - $31.7K
|
4.28K
$216K
|
|
Q1 2023 | |||||||
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-376K- 99.87% |
$19M - $19M
|
501
$25.3K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-355K- 98.89% |
$17.9M - $18M
|
3.97K
$201K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-116K- 97.54% |
$5.84M - $5.86M
|
2.92K
$147K
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-43.8K- 54.47% |
$2.21M - $2.22M
|
36.6K
$1.85M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.18M- 98.02% |
$160M - $160M
|
64.3K
$3.25M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.92K- 70.3% |
$499K - $501K
|
4.19K
$212K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.53K- 91.27% |
$76.8K - $77.1K
|
146
$7.38K
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.25K- 0.32% |
$62.9K - $63.2K
|
387K
$19.6M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 2.81% |
$1.01K - $1.01K
|
691
$34.9K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.27K- 68.49% |
$215K - $215K
|
1.96K
$99.2K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16.5K- 99.64% |
$829K - $831K
|
60
$3.03K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-818Closed |
$41.2K - $41.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-500- 3.82% |
$25.2K - $25.2K
|
12.6K
$637K
|
|
Q1 2022 | |||||||
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-8.8KClosed |
$442K - $443K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Hedges Asset Management LLC
|
SELL
|
- |
-4KClosed |
$201K - $201K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-1.4KClosed |
$70.4K - $70.5K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-911Closed |
$45.8K - $45.9K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.62KClosed |
$433K - $433K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.41KClosed |
$222K - $222K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.39KClosed |
$221K - $221K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-64Closed |
$3.22K - $3.22K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-199- 9.1% |
$10K - $10K
|
1.99K
$100K
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-75- 36.76% |
$3.77K - $3.77K
|
129
$6.52K
|
|
Q2 2021 | |||||||
Jul 29, 2021
Q2 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-6.64KClosed |
$334K - $334K
|
0
$0
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.65KClosed |
$284K - $284K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-395Closed |
$19.9K - $19.9K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.31KClosed |
$116K - $116K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-103Closed |
$5.18K - $5.18K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.47KClosed |
$275K - $275K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-19KClosed |
$957K - $957K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-71.7KClosed |
$3.61M - $3.61M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-12.9KClosed |
$650K - $651K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.45KClosed |
$224K - $224K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Arlington Partners LLC
|
SELL
|
- |
-2.75KClosed |
$138K - $138K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-56.6KClosed |
$2.84M - $2.85M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-16.7KClosed |
$837K - $840K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Robinson Capital Management, LLC
|
SELL
|
- |
-3.58KClosed |
$180K - $180K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-250Closed |
$12.6K - $12.6K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-480KClosed |
$24.1M - $24.2M
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-999Closed |
$50.1K - $50.2K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 08, 2019
Q2 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-75.3KClosed |
$3.79M - $3.8M
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-5KClosed |
$251K - $252K
|
0
$0
|