A detailed history of Heritage Family Offices, LLP transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Heritage Family Offices, LLP holds 12,101 shares of TFLO stock, worth $610,011. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,101
Previous 13,629 11.21%
Holding current value
$610,011
Previous $690 Million 11.32%
% of portfolio
0.32%
Previous 0.38%

Shares

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

Oct 16, 2024

SELL
$50.42 - $50.66 $77,041 - $77,408
-1,528 Reduced 11.21%
12,101 $612 Million
Q2 2024

Aug 01, 2024

BUY
$50.44 - $50.7 $687,446 - $690,990
13,629 New
13,629 $690 Million

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


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

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.