Kiely Wealth Advisory Group, Inc. Ishares Treasury Floating Rate Transaction History

Kiely Wealth Advisory Group, Inc.

$158 Billion
Q3 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 220,720 shares of TFLO stock, worth $11.1 Million. This represents 7.06% of its overall portfolio holdings.

Number of Shares

220,720

Previous 429,398 48.6%

Holding current value

$11.1 Million

Previous $21.7 Billion 48.58%

% of portfolio

7.06%

Previous 11.94%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$50.42 - $50.66 $10.5 Million - $10.6 Million	-208,678 Reduced 48.6%	220,720 $11.1 Billion
Q2 2024 Aug 13, 2024	SELL	$50.44 - $50.7 $191,571 - $192,558	-3,798 Reduced 0.88%	429,398 $21.7 Billion
Q1 2024 May 14, 2024	SELL	$50.47 - $50.7 $161,302 - $162,037	-3,196 Reduced 0.73%	433,196 $21.9 Billion
Q4 2023 Feb 08, 2024	BUY	$50.37 - $50.75 $22 Million - $22.1 Million	436,392 New	436,392 $22.1 Billion

Others Institutions Holding TFLO

# of Institutions

411

Shares Held

84.1M

Call Options Held

Put Options Held

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About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

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Kiely Wealth Advisory Group, Inc. Ishares Treasury Floating Rate Transaction History