A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 650,880 shares of TFLO stock, worth $32.9 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
650,880
Previous 786,848 17.28%
Holding current value
$32.9 Million
Previous $39.8 Million 17.15%
% of portfolio
1.59%
Previous 2.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

SELL
$50.42 - $50.67 $6.86 Million - $6.89 Million
-135,968 Reduced 17.28%
650,880 $33 Million
Q1 2023

Apr 28, 2023

SELL
$50.39 - $50.59 $1.09 Million - $1.09 Million
-21,637 Reduced 2.68%
786,848 $39.8 Million
Q4 2022

Jan 25, 2023

SELL
$50.3 - $50.53 $3.22 Million - $3.24 Million
-64,098 Reduced 7.35%
808,485 $40.8 Million
Q3 2022

Oct 27, 2022

BUY
$50.35 - $50.51 $43.9 Million - $44.1 Million
872,583 New
872,583 $44.1 Million

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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