Copia Wealth Management Ishares Treasury Floating Rate Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Copia Wealth Management holds 9,111 shares of TFLO stock, worth $460,105. This represents 0.34% of its overall portfolio holdings.

Number of Shares
9,111
Previous 9,532 4.42%
Holding current value
$460,105
Previous $483 Million 4.53%
% of portfolio
0.34%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$50.45 - $50.65 $21,239 - $21,323
-421 Reduced 4.42%
9,111 $461 Million
Q2 2025

Jul 28, 2025
BUY
$50.47 - $50.66 $4,643 - $4,660
92 Added 0.97%
9,532 $483 Million
Q1 2025

Apr 17, 2025
SELL
$50.48 - $50.68 $80,919 - $81,240
-1,603 Reduced 14.52%
9,440 $478 Million
Q4 2024

Mar 06, 2025
BUY
$50.37 - $50.63 $556,235 - $559,107
11,043 New
11,043 $557 Million

Others Institutions Holding TFLO

# of Institutions
439
Shares Held
110M
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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