Shared Vision Wealth Group LLC Ishares Treasury Floating Rate Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 8,861 shares of TFLO stock, worth $448,455. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,861

Previous 7,887 12.35%

Holding current value

$448,455

Previous $398 Million 12.78%

% of portfolio

0.25%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$50.48 - $50.68 $49,167 - $49,362	974 Added 12.35%	8,861 $449 Million
Q4 2024 Feb 06, 2025	BUY	$50.37 - $50.63 $8,613 - $8,657	171 Added 2.22%	7,887 $398 Million
Q3 2024 Nov 12, 2024	SELL	$50.42 - $50.66 $83,495 - $83,892	-1,656 Reduced 17.67%	7,716 $390 Million
Q2 2024 Jul 23, 2024	SELL	$50.44 - $50.7 $167,359 - $168,222	-3,318 Reduced 26.15%	9,372 $475 Million
Q1 2024 May 06, 2024	SELL	$50.47 - $50.7 $2.26 Million - $2.27 Million	-44,856 Reduced 77.95%	12,690 $643 Million
Q4 2023 Feb 07, 2024	BUY	$50.37 - $50.75 $2.9 Million - $2.92 Million	57,546 New	57,546 $2.9 Billion

Others Institutions Holding TFLO

# of Institutions

438

Shares Held

87.1M

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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Shared Vision Wealth Group LLC Ishares Treasury Floating Rate Transaction History