Aquire Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Aquire Wealth Advisors, LLC

$297 Million
Q2 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 99,075 shares of TFLO stock, worth $5 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

99,075

Previous 91,842 7.88%

Holding current value

$5 Million

Previous $4.66 Million 7.82%

% of portfolio

1.69%

Previous 1.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$50.44 - $50.7 $364,832 - $366,713	7,233 Added 7.88%	99,075 $5.02 Million
Q1 2024 May 13, 2024	SELL	$50.47 - $50.7 $988,051 - $992,553	-19,577 Reduced 17.57%	91,842 $4.66 Million
Q4 2023 Jan 11, 2024	SELL	$50.37 - $50.75 $184,807 - $186,201	-3,669 Reduced 3.19%	111,419 $5.62 Million
Q3 2023 Oct 30, 2023	SELL	$50.46 - $50.74 $270,112 - $271,611	-5,353 Reduced 4.44%	115,088 $5.84 Million
Q2 2023 Aug 03, 2023	BUY	$50.42 - $50.67 $1.98 Million - $1.99 Million	39,284 Added 48.4%	120,441 $6.1 Million
Q1 2023 May 01, 2023	SELL	$50.39 - $50.59 $1.07 Million - $1.07 Million	-21,166 Reduced 20.69%	81,157 $4.11 Million
Q4 2022 Jan 20, 2023	BUY	$50.3 - $50.53 $2.17 Million - $2.18 Million	43,207 Added 73.09%	102,323 $0
Q3 2022 Oct 18, 2022	BUY	$50.35 - $50.51 $2.98 Million - $2.99 Million	59,116 New	59,116 $2.99 Million

Others Institutions Holding TFLO

# of Institutions

434

Shares Held

85.6M

Call Options Held

Put Options Held

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About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

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Aquire Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History