Optivise Advisory Services LLC Ishares Treasury Floating Rate Transaction History

Optivise Advisory Services LLC

$196 Billion
Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Optivise Advisory Services LLC holds 395,307 shares of TFLO stock, worth $20 Million. This represents 10.23% of its overall portfolio holdings.

Number of Shares

395,307

Previous 588,939 32.88%

Holding current value

$20 Million

Previous $29.8 Billion 32.89%

% of portfolio

10.23%

Previous 16.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$50.47 - $50.66 $9.77 Million - $9.81 Million	-193,632 Reduced 32.88%	395,307 $20 Billion
Q1 2025 Apr 18, 2025	BUY	$50.48 - $50.68 $11.7 Million - $11.7 Million	231,021 Added 64.55%	588,939 $29.8 Billion
Q4 2024 Feb 13, 2025	SELL	$50.37 - $50.63 $15.8 Million - $15.9 Million	-313,478 Reduced 46.69%	357,918 $18.1 Billion
Q3 2024 Nov 12, 2024	BUY	$50.42 - $50.66 $33.9 Million - $34 Million	671,396 New	671,396 $34 Billion
Q2 2024 Nov 14, 2024	SELL	$50.44 - $50.7 $12 Million - $12.1 Million	-237,991 Reduced 35.45%	433,405 $22 Billion

Others Institutions Holding TFLO

# of Institutions

444

Shares Held

110M

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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Optivise Advisory Services LLC Ishares Treasury Floating Rate Transaction History