Hcr Wealth Advisors Ishares Treasury Floating Rate Transaction History

Hcr Wealth Advisors

  • $757 Million
  • Q3 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 40,535 shares of TFLO stock, worth $2.05 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
40,535
Previous 44,160 8.21%
Holding current value
$2.05 Million
Previous $2.24 Million 8.31%
% of portfolio
0.27%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
411
Shares Held
84.1M
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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