Capstone Wealth Management Group, LLC Ishares Treasury Floating Rate Transaction History

Capstone Wealth Management Group, LLC

  • $172 Million
  • Q1 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 118,323 shares of TFLO stock, worth $5.99 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
118,323
Previous 150,963 21.62%
Holding current value
$5.99 Million
Previous $7.62 Million 21.33%
% of portfolio
3.49%
Previous 4.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$50.48 - $50.68 $1.65 Million - $1.65 Million
-32,640 Reduced 21.62%
118,323 $5.99 Million
Q4 2024

Jan 14, 2025
SELL
$50.37 - $50.63 $343,875 - $345,651
-6,827 Reduced 4.33%
150,963 $7.62 Million
Q3 2024

Oct 15, 2024
BUY
$50.42 - $50.66 $2.02 Million - $2.03 Million
40,004 Added 33.96%
157,790 $7.98 Million
Q2 2024

Aug 09, 2024
BUY
$50.44 - $50.7 $5.94 Million - $5.97 Million
117,786 New
117,786 $5.97 Million

Others Institutions Holding TFLO

# of Institutions
441
Shares Held
87.1M
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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