Moulton Wealth Management, Inc Ishares Treasury Floating Rate Transaction History

Moulton Wealth Management, Inc

  • $131 Million
  • Q1 2025

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 334,125 shares of TFLO stock, worth $16.9 Million. This represents 12.95% of its overall portfolio holdings.

Number of Shares
334,125
Previous 285,872 16.88%
Holding current value
$16.9 Million
Previous $14.4 Million 17.3%
% of portfolio
12.95%
Previous 11.2%

Shares

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

Apr 14, 2025
BUY
$50.48 - $50.68 $2.44 Million - $2.45 Million
48,253 Added 16.88%
334,125 $16.9 Million
Q4 2024

Jan 16, 2025
SELL
$50.37 - $50.63 $5 Million - $5.02 Million
-99,202 Reduced 25.76%
285,872 $14.4 Million
Q3 2024

Oct 17, 2024
SELL
$50.42 - $50.66 $4 Million - $4.02 Million
-79,377 Reduced 17.09%
385,074 $19.5 Million
Q2 2024

Jul 16, 2024
BUY
$50.44 - $50.7 $741,165 - $744,985
14,694 Added 3.27%
464,451 $23.5 Million
Q1 2024

Apr 10, 2024
BUY
$50.47 - $50.7 $2.96 Million - $2.98 Million
58,688 Added 15.01%
449,757 $22.8 Million
Q4 2023

Jan 10, 2024
BUY
$50.37 - $50.75 $393,843 - $396,814
7,819 Added 2.04%
391,069 $19.7 Million
Q3 2023

Oct 11, 2023
BUY
$50.46 - $50.74 $1.15 Million - $1.16 Million
22,769 Added 6.32%
383,250 $19.4 Million
Q2 2023

Jul 13, 2023
BUY
$50.42 - $50.67 $4.15 Million - $4.17 Million
82,261 Added 29.57%
360,481 $18.3 Million
Q1 2023

Apr 13, 2023
BUY
$50.39 - $50.59 $7.51 Million - $7.54 Million
148,979 Added 115.27%
278,220 $14.1 Million
Q4 2022

Jan 11, 2023
BUY
$50.3 - $50.53 $6.5 Million - $6.53 Million
129,241 New
129,241 $0

Others Institutions Holding TFLO

# of Institutions
438
Shares Held
87.1M
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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