Heritage Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 13,629 shares of TFLO stock, worth $690,172. This represents 0.39% of its overall portfolio holdings.

Number of Shares
13,629
Previous 13,954 2.33%
Holding current value
$690,172
Previous $707,000 2.4%
% of portfolio
0.39%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$50.44 - $50.7 $16,393 - $16,477
-325 Reduced 2.33%
13,629 $690,000
Q1 2024

Apr 25, 2024
BUY
$50.47 - $50.7 $20,541 - $20,634
407 Added 3.0%
13,954 $707,000
Q4 2023

Feb 06, 2024
BUY
$50.37 - $50.75 $682,362 - $687,510
13,547 New
13,547 $683,000

Others Institutions Holding TFLO

# of Institutions
437
Shares Held
84.7M
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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