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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.56K- 97.62% |
$78.4K - $78.8K
|
38
$1.92K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.65K- 0.44% |
$82.9K - $83.3K
|
375K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.67K- 93.59% |
$83.9K - $84.3K
|
114
$5.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.69K- 28.08% |
$85K - $85.4K
|
4.32K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.69K- 15.92% |
$85.1K - $85.6K
|
8.93K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.7K- 20.87% |
$85.6K - $86.1K
|
6.45K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.74K- 10.74% |
$87.5K - $87.9K
|
14.4K
$731K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.77K- 3.35% |
$89K - $89.4K
|
51K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-1.85K- 0.69% |
$93.3K - $93.8K
|
266K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.88K- 3.1% |
$94.9K - $95.4K
|
58.8K
$2.98M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.96K- 7.91% |
$98.5K - $99K
|
22.8K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-2.08K- 20.51% |
$105K - $106K
|
8.08K
$409K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.09K- 33.99% |
$105K - $106K
|
4.06K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.09K- 6.58% |
$105K - $106K
|
29.7K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.26K- 21.3% |
$114K - $114K
|
8.35K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.3K- 51.49% |
$116K - $116K
|
2.17K
$110K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.31K- 29.75% |
$116K - $117K
|
5.44K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.64K- 6.77% |
$133K - $134K
|
36.3K
$1.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.72K- 99.42% |
$137K - $138K
|
16
$810
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-2.81K- 23.43% |
$141K - $142K
|
9.17K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3K- 49.0% |
$151K - $152K
|
3.12K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.01K- 40.82% |
$151K - $152K
|
4.36K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.11K- 12.06% |
$156K - $157K
|
22.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.15K- 2.41% |
$159K - $159K
|
127K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.21K- 17.46% |
$162K - $163K
|
15.2K
$769K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.27K- 17.05% |
$165K - $165K
|
15.9K
$805K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.29K- 43.0% |
$166K - $167K
|
4.36K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.35K- 19.37% |
$169K - $170K
|
14K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.55K- 2.17% |
$179K - $180K
|
160K
$8.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.58K- 45.61% |
$180K - $181K
|
4.27K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.66K- 8.44% |
$184K - $185K
|
39.7K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.72K- 1.54% |
$187K - $188K
|
237K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.88K- 7.64% |
$195K - $196K
|
46.9K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.93K- 3.92% |
$198K - $199K
|
96.3K
$4.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.96K- 17.41% |
$199K - $200K
|
18.8K
$951K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.02K- 9.75% |
$202K - $204K
|
37.2K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-4.04K- 18.37% |
$204K - $205K
|
18K
$910K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 17.84% |
$204K - $205K
|
18.7K
$945K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.34K- 16.21% |
$219K - $220K
|
22.4K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-4.37K- 64.68% |
$220K - $221K
|
2.39K
$121K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.43K- 22.98% |
$223K - $224K
|
14.9K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.52K- 3.1% |
$228K - $229K
|
141K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.53K- 4.26% |
$228K - $230K
|
102K
$5.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.71K- 4.43% |
$237K - $238K
|
102K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.81K- 5.49% |
$242K - $243K
|
82.8K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.29K- 9.81% |
$266K - $268K
|
48.6K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.32K- 37.91% |
$268K - $269K
|
8.71K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.65K- 0.64% |
$284K - $286K
|
873K
$44.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.69K- 16.02% |
$286K - $288K
|
29.8K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.89K- 34.04% |
$297K - $298K
|
11.4K
$578K
|