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
|
Beacon Capital Management, LLC
|
SELL
|
- |
-741- 52.37% |
$37.4K - $37.5K
|
674
$34.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-785- 0.09% |
$39.6K - $39.8K
|
834K
$42.1M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-842- 0.98% |
$42.5K - $42.7K
|
85K
$4.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-846- 0.32% |
$42.7K - $42.9K
|
261K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-876- 1.16% |
$44.2K - $44.4K
|
74.3K
$3.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-973- 12.57% |
$49.1K - $49.3K
|
6.77K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-991- 56.76% |
$50K - $50.2K
|
755
$38.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.01K- 13.59% |
$51.1K - $51.3K
|
6.44K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 14.0% |
$56.3K - $56.5K
|
6.86K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.15K- 1.29% |
$57.7K - $58K
|
87.7K
$4.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.16K- 13.81% |
$58.4K - $58.7K
|
7.23K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.18K- 3.25% |
$59.6K - $59.9K
|
35.2K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.28K- 6.04% |
$64.5K - $64.8K
|
19.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.3K- 2.91% |
$65.5K - $65.8K
|
43.4K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.31K- 22.4% |
$65.9K - $66.3K
|
4.53K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 11.4% |
$66.2K - $66.5K
|
10.2K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.33K- 24.1% |
$67.3K - $67.6K
|
4.2K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.53K- 11.21% |
$77K - $77.4K
|
12.1K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.61K- 12.61% |
$81K - $81.4K
|
11.1K
$562K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.65K- 7.53% |
$83K - $83.4K
|
20.2K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.65K- 12.14% |
$83.4K - $83.8K
|
12K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.66K- 17.67% |
$83.5K - $83.9K
|
7.72K
$390K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.76K- 27.09% |
$88.6K - $89.1K
|
4.73K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.79K- 7.57% |
$90.2K - $90.6K
|
21.8K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.83K- 30.26% |
$92.1K - $92.6K
|
4.21K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.84K- 6.81% |
$92.7K - $93.2K
|
25.2K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.94K- 54.82% |
$97.6K - $98K
|
1.6K
$80.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.04K- 8.32% |
$103K - $104K
|
22.5K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.07K- 4.67% |
$104K - $105K
|
42.3K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.26K- 11.61% |
$114K - $115K
|
17.2K
$870K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.29K- 6.1% |
$116K - $116K
|
35.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.37K- 15.36% |
$120K - $120K
|
13.1K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.37K- 26.97% |
$120K - $120K
|
6.43K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.59K- 40.34% |
$130K - $131K
|
3.83K
$193K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.59K- 5.6% |
$131K - $131K
|
43.7K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 2.13% |
$142K - $142K
|
129K
$6.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.06K- 28.31% |
$154K - $155K
|
7.75K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.26K- 8.72% |
$164K - $165K
|
34.1K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.38K- 12.95% |
$171K - $171K
|
22.7K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.47K- 0.95% |
$175K - $176K
|
363K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.55K- 11.26% |
$179K - $180K
|
28K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.59K- 14.62% |
$181K - $182K
|
21K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.63K- 8.21% |
$183K - $184K
|
40.5K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.72K- 71.85% |
$188K - $189K
|
1.46K
$73.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 4.36% |
$192K - $192K
|
83.3K
$4.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.87K- 8.57% |
$195K - $196K
|
41.2K
$2.08M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.92K- 37.89% |
$198K - $199K
|
6.43K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.05K- 34.23% |
$204K - $205K
|
7.78K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-4.24K- 29.27% |
$214K - $215K
|
10.2K
$518K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.35K- 31.13% |
$220K - $221K
|
9.63K
$487K
|