A detailed history of Iht Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Iht Wealth Management, LLC holds 13,073 shares of TFLO stock, worth $659,271. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,073
Previous 15,445 15.36%
Holding current value
$659,271
Previous $782,000 15.47%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$50.42 - $50.66 $119,596 - $120,165
-2,372 Reduced 15.36%
13,073 $661,000
Q2 2024

Aug 14, 2024

SELL
$50.44 - $50.7 $639,478 - $642,774
-12,678 Reduced 45.08%
15,445 $782,000
Q1 2024

May 15, 2024

BUY
$50.47 - $50.7 $646,873 - $649,821
12,817 Added 83.74%
28,123 $1.43 Million
Q4 2023

Feb 14, 2024

SELL
$50.37 - $50.75 $30,574 - $30,805
-607 Reduced 3.81%
15,306 $772,000
Q3 2023

Nov 14, 2023

BUY
$50.46 - $50.74 $319,058 - $320,829
6,323 Added 65.93%
15,913 $807,000
Q2 2023

Aug 14, 2023

BUY
$50.42 - $50.67 $483,527 - $485,925
9,590 New
9,590 $485,000

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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