Institute For Wealth Management, Llc. Ishares Treasury Floating Rate Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,884 shares of TFLO stock, worth $398,299. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,884
Previous 7,238 8.93%
Holding current value
$398,299
Previous $366,000 8.74%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$50.42 - $50.66 $32,571 - $32,726
646 Added 8.93%
7,884 $398,000
Q2 2024

Jul 25, 2024
SELL
$50.44 - $50.7 $907 - $912
-18 Reduced 0.25%
7,238 $366,000
Q1 2024

Apr 30, 2024
SELL
$50.47 - $50.7 $415,519 - $417,413
-8,233 Reduced 53.15%
7,256 $367,000
Q4 2023

Jan 31, 2024
BUY
$50.37 - $50.75 $576,535 - $580,884
11,446 Added 283.11%
15,489 $781,000
Q3 2023

Oct 13, 2023
BUY
$50.46 - $50.74 $204,009 - $205,141
4,043 New
4,043 $205,000

Others Institutions Holding TFLO

# of Institutions
407
Shares Held
83.9M
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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