Shira Ridge Wealth Management Ishares Treasury Floating Rate Transaction History

Shira Ridge Wealth Management

  • $179 Billion
  • Q2 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Shira Ridge Wealth Management holds 13,988 shares of TFLO stock, worth $705,135. This represents 0.39% of its overall portfolio holdings.

Number of Shares
13,988
Previous 11,295 23.84%
Holding current value
$705,135
Previous $573 Million 23.77%
% of portfolio
0.39%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
BUY
$50.44 - $50.7 $135,834 - $136,535
2,693 Added 23.84%
13,988 $709 Million
Q1 2024

Apr 18, 2024
BUY
$50.47 - $50.7 $193,754 - $194,637
3,839 Added 51.49%
11,295 $573 Million
Q4 2023

Jan 10, 2024
BUY
$50.37 - $50.75 $24,580 - $24,766
488 Added 7.0%
7,456 $376 Million
Q3 2023

Oct 10, 2023
BUY
$50.46 - $50.74 $351,605 - $353,556
6,968 New
6,968 $354 Million

Others Institutions Holding TFLO

# of Institutions
434
Shares Held
85.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TREASURY FLOATING RATE

TFLO Quotes by TradingView
  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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