Iht Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

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 14,923 shares of TFLO stock, worth $753,462. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,923
Previous 14,461 3.19%
Holding current value
$753,462
Previous $732,000 3.14%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$50.47 - $50.66 $23,317 - $23,404
462 Added 3.19%
14,923 $755,000
Q1 2025

May 15, 2025
SELL
$50.48 - $50.68 $64,866 - $65,123
-1,285 Reduced 8.16%
14,461 $732,000
Q4 2024

Feb 14, 2025
BUY
$50.37 - $50.63 $134,639 - $135,333
2,673 Added 20.45%
15,746 $794,000
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

# of Institutions
445
Shares Held
111M
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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