Bogart Wealth, LLC Ishares Treasury Floating Rate Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Bogart Wealth, LLC holds 27 shares of TFLO stock, worth $1,367. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,367

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$50.48 - $50.68 $1,362 - $1,368	27 New	27 $1,000
Q2 2024 Jul 31, 2024	BUY	$50.44 - $50.7 $0 - $0	0 New	0 $0

Others Institutions Holding TFLO

# of Institutions

438

Shares Held

87.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.54M
Shares

$331 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

6.25M
Shares

$316 Million
0.13% of portfolio
Morgan Stanley New York, NY

3.87M
Shares

$196 Million
0.01% of portfolio
Ubs Group Ag

2.62M
Shares

$133 Million
0.03% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

2.27M
Shares

$115 Million
0.18% of portfolio

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

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