Purchases and Sales Made in Q4 2022 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
63.2K+ 731.13% |
$3.18M - $3.19M
|
71.8K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.5K+ 46.01% |
$3.14M - $3.16M
|
198K
$10M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
60KNew |
$3.02M - $3.03M
|
60K
$3.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
55.5K+ 27.56% |
$2.79M - $2.8M
|
257K
$13M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
48.2KNew |
$2.42M - $2.44M
|
48.2K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.1K+ 10.33% |
$2.42M - $2.43M
|
514K
$26M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
48K+ 5.06% |
$2.41M - $2.42M
|
996K
$50.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
47.9K+ 369.33% |
$2.41M - $2.42M
|
60.9K
$3.09M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
46.4KNew |
$2.33M - $2.34M
|
46.4K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
46.2KNew |
$2.32M - $2.33M
|
46.2K
$2.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
43.2K+ 73.09% |
$2.17M - $2.18M
|
102K
$5.18M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
42.3K+ 175.71% |
$2.13M - $2.14M
|
66.4K
$3.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.2K+ 3.86% |
$2.12M - $2.13M
|
1.14M
$57.6M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
42.2K+ 49.24% |
$2.12M - $2.13M
|
128K
$6.48M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42K+ 906.97% |
$2.11M - $2.12M
|
46.6K
$2.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
37.8KNew |
$1.9M - $1.91M
|
37.8K
$1.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
37.7K+ 18.27% |
$1.9M - $1.91M
|
244K
$12.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37K+ 92.98% |
$1.86M - $1.87M
|
76.7K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
35.2KNew |
$1.77M - $1.78M
|
35.2K
$1.78M
|
|
|
Feb 16, 2023
Q4 2022
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
33.8KNew |
$1.7M - $1.71M
|
33.8K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.4KNew |
$1.68M - $1.69M
|
33.4K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
32.3K+ 11.94% |
$1.62M - $1.63M
|
302K
$15.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
32.1K+ 8.7% |
$1.61M - $1.62M
|
401K
$20.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
31.7K+ 42.25% |
$1.59M - $1.6M
|
107K
$5.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.5K+ 496.66% |
$1.58M - $1.59M
|
37.8K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
29.8K+ 113.0% |
$1.5M - $1.51M
|
56.1K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
28.5KNew |
$1.43M - $1.44M
|
28.5K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
27.8KNew |
$1.4M - $1.4M
|
27.8K
$1.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
25.8K+ 21.23% |
$1.3M - $1.3M
|
147K
$7.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
25.6K+ 6.83% |
$1.29M - $1.29M
|
400K
$20.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
24.8KNew |
$1.25M - $1.25M
|
24.8K
$1.26M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
24.7K+ 28.19% |
$1.24M - $1.25M
|
112K
$5.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24.2K+ 186.67% |
$1.22M - $1.22M
|
37.2K
$1.88M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 169.88% |
$1.14M - $1.15M
|
36K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.3KNew |
$1.07M - $1.08M
|
21.3K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.8KNew |
$1.05M - $1.05M
|
20.8K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$1.04M - $1.05M
|
20.7K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
20.7K+ 69.71% |
$1.04M - $1.05M
|
50.4K
$2.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
19.6K+ 162.99% |
$988K - $992K
|
31.7K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
19.6KNew |
$987K - $992K
|
19.6K
$994K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
19.3K+ 69.08% |
$972K - $976K
|
47.3K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
18.1KNew |
$911K - $915K
|
18.1K
$918K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
17.7KNew |
$888K - $892K
|
17.7K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 90.81% |
$863K - $867K
|
36K
$1.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
17K+ 20.14% |
$857K - $861K
|
102K
$5.15M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.2KNew |
$764K - $768K
|
15.2K
$770K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14.9KNew |
$752K - $755K
|
14.9K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.7K+ 14.73% |
$738K - $742K
|
114K
$5.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
14.7KNew |
$738K - $741K
|
14.7K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.3KNew |
$719K - $722K
|
14.3K
$724K
|