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 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-8.84K- 3.82% |
$444K - $446K
|
223K
$11.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.92K- 70.3% |
$499K - $501K
|
4.19K
$212K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-11.6K- 58.17% |
$585K - $588K
|
8.36K
$422K
|
|
|
Jan 10, 2023
Q4 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-14.5K- 5.04% |
$728K - $731K
|
273K
$13.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-19.2K- 40.54% |
$967K - $971K
|
28.2K
$1.42M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-20.2K- 1.74% |
$1.01M - $1.02M
|
1.14M
$57.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21.9K- 1.16% |
$1.1M - $1.11M
|
1.88M
$94.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24K- 15.17% |
$1.21M - $1.21M
|
134K
$6.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-32.7K- 8.18% |
$1.64M - $1.65M
|
367K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.8K- 39.02% |
$2.3M - $2.31M
|
71.5K
$3.61M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-48.9K- 4.52% |
$2.46M - $2.47M
|
1.03M
$52.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-64.1K- 7.35% |
$3.22M - $3.24M
|
808K
$40.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-65.2K- 44.77% |
$3.28M - $3.3M
|
80.5K
$4.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-73K- 68.11% |
$3.67M - $3.69M
|
34.2K
$1.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-191K- 29.77% |
$9.62M - $9.66M
|
451K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-203K- 18.52% |
$10.2M - $10.3M
|
893K
$45.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-203K- 18.52% |
$10.2M - $10.3M
|
893K
$45.1M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-238K- 74.71% |
$12M - $12M
|
80.6K
$4.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-666K- 51.1% |
$33.5M - $33.7M
|
638K
$32.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-822K- 96.21% |
$41.4M - $41.5M
|
32.4K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.02M- 48.18% |
$51.1M - $51.3M
|
1.09M
$55.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.16M- 56.31% |
$58.3M - $58.5M
|
899K
$45.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.18M- 98.02% |
$160M - $160M
|
64.3K
$3.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-3.32M- 95.97% |
$167M - $168M
|
140K
$7.06M
|