Insight Wealth Strategies, LLC Ishares Treasury Floating Rate Transaction History

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 6,574 shares of TFLO stock, worth $332,973. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,574
Previous 6,562 0.18%
Holding current value
$332,973
Previous $331,000 0.3%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 03, 2025
BUY
$50.48 - $50.68 $605 - $608
12 Added 0.18%
6,574 $332,000
Q4 2024

Jan 06, 2025
SELL
$50.37 - $50.63 $3.26 Million - $3.27 Million
-64,628 Reduced 90.78%
6,562 $331,000
Q3 2024

Oct 07, 2024
SELL
$50.42 - $50.66 $7.86 Million - $7.9 Million
-155,893 Reduced 68.65%
71,190 $3.6 Million
Q2 2024

Jul 08, 2024
BUY
$50.44 - $50.7 $11.5 Million - $11.5 Million
227,083 New
227,083 $11.5 Million

Others Institutions Holding TFLO

# of Institutions
446
Shares Held
86.3M
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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