Hcr Wealth Advisors Ishares Treasury Floating Rate Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Hcr Wealth Advisors holds 39,610 shares of TFLO stock, worth $2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

39,610

Previous 40,535 2.28%

Holding current value

$2 Million

Previous $2.05 Million 2.54%

% of portfolio

0.25%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$50.37 - $50.63 $46,592 - $46,832	-925 Reduced 2.28%	39,610 $2 Million
Q3 2024 Oct 10, 2024	SELL	$50.42 - $50.66 $182,772 - $183,642	-3,625 Reduced 8.21%	40,535 $2.05 Million
Q2 2024 Aug 06, 2024	BUY	$50.44 - $50.7 $453,960 - $456,300	9,000 Added 25.6%	44,160 $2.24 Million
Q1 2024 May 10, 2024	SELL	$50.47 - $50.7 $31,796 - $31,941	-630 Reduced 1.76%	35,160 $1.78 Million
Q4 2023 Feb 09, 2024	BUY	$50.37 - $50.75 $1.1 Million - $1.11 Million	21,885 Added 157.39%	35,790 $1.81 Million
Q3 2023 Oct 20, 2023	BUY	$50.46 - $50.74 $701,646 - $705,539	13,905 New	13,905 $705,000

Others Institutions Holding TFLO

# of Institutions

432

Shares Held

84.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

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Hcr Wealth Advisors Ishares Treasury Floating Rate Transaction History