A detailed history of Creative Planning transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Creative Planning holds 147,737 shares of TFLO stock, worth $7.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
147,737
Previous 126,854 16.46%
Holding current value
$7.45 Million
Previous $6.43 Million 16.32%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$50.42 - $50.66 $1.05 Million - $1.06 Million
20,883 Added 16.46%
147,737 $7.48 Million
Q2 2024

Aug 15, 2024

SELL
$50.44 - $50.7 $271,720 - $273,120
-5,387 Reduced 4.07%
126,854 $6.43 Million
Q1 2024

May 10, 2024

SELL
$50.47 - $50.7 $409,765 - $411,633
-8,119 Reduced 5.78%
132,241 $6.7 Million
Q4 2023

Feb 14, 2024

BUY
$50.37 - $50.75 $641,814 - $646,656
12,742 Added 9.98%
140,360 $7.08 Million
Q3 2023

Nov 16, 2023

BUY
$50.46 - $50.74 $1.38 Million - $1.39 Million
27,321 Added 27.24%
127,618 $6.48 Million
Q2 2023

Jul 21, 2023

BUY
$50.42 - $50.67 $1.04 Million - $1.05 Million
20,690 Added 25.99%
100,297 $5.08 Million
Q1 2023

May 15, 2023

BUY
$50.39 - $50.59 $2.78 Million - $2.79 Million
55,135 Added 225.3%
79,607 $4.03 Million
Q4 2022

Feb 10, 2023

BUY
$50.3 - $50.53 $466,130 - $468,261
9,267 Added 60.95%
24,472 $1.23 Million
Q3 2022

Nov 03, 2022

BUY
$50.35 - $50.51 $765,571 - $768,004
15,205 New
15,205 $768,000

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.