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

Kiely Wealth Advisory Group, Inc.

$155 Billion
Q4 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 198,104 shares of TFLO stock, worth $10 Million. This represents 6.44% of its overall portfolio holdings.

Number of Shares

198,104

Previous 220,720 10.25%

Holding current value

$10 Million

Previous $11.1 Billion 10.14%

% of portfolio

6.44%

Previous 7.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$50.37 - $50.63 $1.14 Million - $1.15 Million	-22,616 Reduced 10.25%	198,104 $10 Billion
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

446

Shares Held

82.9M

Call Options Held

Put Options Held

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About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

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