Purchases and Sales Made in Q3 2024 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TREASURY FLOATING RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.1K+ 57.19% |
$257K - $259K
|
14K
$709K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.99K+ 1.04% |
$252K - $253K
|
484K
$24.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.78KNew |
$241K - $242K
|
4.78K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.67KNew |
$236K - $237K
|
4.67K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.61K+ 13.41% |
$232K - $233K
|
39K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.53K+ 22.04% |
$228K - $229K
|
25.1K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.44KNew |
$224K - $225K
|
4.44K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.31K+ 20.99% |
$218K - $219K
|
24.9K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 41.21% |
$217K - $218K
|
14.7K
$745K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
4.2KNew |
$212K - $213K
|
4.2K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.11K+ 28.19% |
$207K - $208K
|
18.7K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$206K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.02KNew |
$203K - $204K
|
4.02K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.01KNew |
$202K - $203K
|
4.01K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.79K+ 3.7% |
$191K - $192K
|
106K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 3.72% |
$190K - $191K
|
105K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.77KNew |
$190K - $191K
|
3.77K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.75K+ 91.33% |
$189K - $190K
|
7.85K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.63K+ 0.53% |
$183K - $184K
|
683K
$34.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.5K+ 1.24% |
$177K - $177K
|
285K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.39K+ 24.33% |
$171K - $172K
|
17.3K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.71K+ 14.75% |
$136K - $137K
|
21K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.69K+ 59.09% |
$136K - $136K
|
7.24K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.47K+ 67.19% |
$125K - $125K
|
6.15K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2.34K+ 14.77% |
$118K - $119K
|
18.2K
$921K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.17K+ 0.98% |
$110K - $110K
|
225K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2K+ 26.14% |
$101K - $101K
|
9.65K
$488K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2K+ 8.09% |
$101K - $101K
|
26.7K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.86K+ 20.94% |
$94K - $94.4K
|
10.8K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.51K+ 3.24% |
$75.9K - $76.2K
|
48K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.46K+ 7.02% |
$73.8K - $74.1K
|
22.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.24K+ 24.38% |
$62.5K - $62.8K
|
6.33K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01K+ 29.5% |
$50.7K - $51K
|
4.42K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
992+ 15.56% |
$50K - $50.3K
|
7.37K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
741New |
$37.4K - $37.5K
|
741
$37.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
715+ 1.77% |
$36.1K - $36.2K
|
41.1K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
646+ 8.93% |
$32.6K - $32.7K
|
7.88K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
621+ 2.47% |
$31.3K - $31.5K
|
25.8K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
500+ 6.54% |
$25.2K - $25.3K
|
8.15K
$412K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
481+ 11.91% |
$24.3K - $24.4K
|
4.52K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
421+ 7.83% |
$21.2K - $21.3K
|
5.8K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
383+ 6.01% |
$19.3K - $19.4K
|
6.75K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
346+ 0.58% |
$17.4K - $17.5K
|
59.9K
$3.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
198+ 1.9% |
$9.98K - $10K
|
10.6K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
193+ 1.21% |
$9.73K - $9.78K
|
16.1K
$814K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150New |
$7.56K - $7.6K
|
150
$7.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
143+ 4.76% |
$7.21K - $7.24K
|
3.15K
$159K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
130+ 81.76% |
$6.55K - $6.59K
|
289
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
104+ 1.33% |
$5.24K - $5.27K
|
7.92K
$400K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
74New |
$3.73K - $3.75K
|
74
$3.74K
|