Purchases and Sales Made in Q4 2024 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$508K - $511K
|
10.1K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.96K+ 9.74% |
$502K - $504K
|
112K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
9.9KNew |
$499K - $501K
|
9.9K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.89KNew |
$498K - $501K
|
9.89K
$501K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.5KNew |
$478K - $481K
|
9.5K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.07K+ 22.3% |
$457K - $459K
|
49.7K
$2.52M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.82KNew |
$444K - $447K
|
8.82K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.65K+ 1.79% |
$436K - $438K
|
491K
$24.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.49K+ 16.31% |
$428K - $430K
|
60.5K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.41K+ 17.53% |
$423K - $426K
|
56.4K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.21KNew |
$413K - $416K
|
8.21K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.15K+ 5.95% |
$411K - $413K
|
145K
$7.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.84K+ 177.51% |
$395K - $397K
|
12.3K
$621K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.81KNew |
$393K - $395K
|
7.81K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.62K+ 7.31% |
$384K - $386K
|
112K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.41KNew |
$373K - $375K
|
7.41K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.06K+ 26.44% |
$355K - $357K
|
33.7K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.94K+ 27.93% |
$350K - $352K
|
31.8K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.82K+ 8.92% |
$344K - $345K
|
83.3K
$4.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.78K+ 2.46% |
$341K - $343K
|
283K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6K+ 64.26% |
$302K - $304K
|
15.3K
$777K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.89KNew |
$297K - $298K
|
5.89K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.82KNew |
$293K - $295K
|
5.82K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
5.57KNew |
$281K - $282K
|
5.57K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5.31K+ 0.35% |
$267K - $269K
|
1.52M
$76.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.24KNew |
$264K - $265K
|
5.24K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.9KNew |
$247K - $248K
|
4.9K
$248K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.85KNew |
$244K - $246K
|
4.85K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.59KNew |
$231K - $232K
|
4.59K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.58KNew |
$231K - $232K
|
4.58K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.26KNew |
$214K - $216K
|
4.26K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.19K+ 28.38% |
$211K - $212K
|
18.9K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.18K+ 39.07% |
$210K - $211K
|
14.9K
$753K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.12KNew |
$207K - $208K
|
4.12K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.95K+ 4.5% |
$199K - $200K
|
91.7K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9K+ 11.06% |
$197K - $198K
|
39.2K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 19.73% |
$180K - $181K
|
21.7K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 1.21% |
$166K - $167K
|
275K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.24K+ 4.52% |
$163K - $164K
|
74.8K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.16K+ 20.85% |
$159K - $160K
|
18.3K
$928K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.14K+ 41.82% |
$158K - $159K
|
10.7K
$540K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.11K+ 1.59% |
$157K - $157K
|
198K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.93K+ 1.67% |
$147K - $148K
|
178K
$9.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.8K+ 6.56% |
$141K - $142K
|
45.4K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68K+ 71.02% |
$135K - $135K
|
6.44K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 20.45% |
$135K - $135K
|
15.7K
$798K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.57KNew |
$130K - $130K
|
2.57K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.45K+ 3.43% |
$124K - $124K
|
74K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.44K+ 23.86% |
$123K - $123K
|
12.7K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.37KNew |
$119K - $120K
|
2.37K
$120K
|