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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.12K+ 0.91% |
$107K - $107K
|
235K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.1K+ 36.28% |
$106K - $107K
|
7.9K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.98K+ 16.35% |
$99.7K - $100K
|
14.1K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.76KNew |
$88.4K - $88.9K
|
1.76K
$88.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.65K+ 2.46% |
$83.1K - $83.5K
|
68.7K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 1.56% |
$82.7K - $83.1K
|
107K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.61K+ 7.65% |
$81.1K - $81.5K
|
22.7K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.29K+ 14.41% |
$65K - $65.3K
|
10.2K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.09KNew |
$55K - $55.2K
|
1.09K
$55.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
961+ 19.3% |
$48.4K - $48.7K
|
5.94K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
923New |
$46.5K - $46.7K
|
923
$46.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
923New |
$46.5K - $46.7K
|
923
$46.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
902+ 12.18% |
$45.4K - $45.7K
|
8.31K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
826+ 56.61% |
$41.6K - $41.8K
|
2.29K
$116K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
730+ 0.81% |
$36.8K - $37K
|
90.4K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
678+ 5.6% |
$34.2K - $34.3K
|
12.8K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
562New |
$28.3K - $28.5K
|
562
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
511+ 4.27% |
$25.7K - $25.9K
|
12.5K
$632K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
509+ 0.6% |
$25.6K - $25.8K
|
85.5K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
498+ 5.67% |
$25.1K - $25.2K
|
9.28K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
447+ 0.31% |
$22.5K - $22.6K
|
144K
$7.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
392+ 2.94% |
$19.7K - $19.8K
|
13.7K
$695K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
347+ 0.44% |
$17.5K - $17.6K
|
78.8K
$3.99M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
322New |
$16.2K - $16.3K
|
322
$16.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
309+ 3.08% |
$15.6K - $15.6K
|
10.3K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
276+ 394.29% |
$13.9K - $14K
|
346
$17.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
244New |
$12.3K - $12.4K
|
244
$12.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
244New |
$12.3K - $12.4K
|
244
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
217+ 1.35% |
$10.9K - $11K
|
16.3K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
215+ 4.05% |
$10.8K - $10.9K
|
5.52K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
203+ 1.99% |
$10.2K - $10.3K
|
10.4K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
181+ 0.43% |
$9.12K - $9.16K
|
42.5K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
171+ 2.22% |
$8.61K - $8.66K
|
7.89K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
155New |
$7.81K - $7.85K
|
155
$7.85K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$7.56K - $7.59K
|
150
$7.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
131+ 1.22% |
$6.6K - $6.63K
|
10.9K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
94+ 1.19% |
$4.73K - $4.76K
|
7.98K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
90+ 1.56% |
$4.53K - $4.56K
|
5.85K
$296K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
70New |
$3.53K - $3.54K
|
70
$3.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
57+ 1.81% |
$2.87K - $2.89K
|
3.21K
$162K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47New |
$2.37K - $2.38K
|
47
$2.38K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
35+ 0.43% |
$1.76K - $1.77K
|
8.22K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 1.69% |
$201 - $203
|
240
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.04% |
$201 - $203
|
10.2K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$50.4 - $50.6
|
1
$50.7
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$50.4 - $50.6
|
2.12K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$50.4 - $50.6
|
1
$50.7
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-6- 0.15% |
$302 - $304
|
4K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-12- 0.27% |
$604 - $608
|
4.45K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-28- 0.63% |
$1.41K - $1.42K
|
4.41K
$223K
|