Shared Vision Wealth Group LLC Ishares Treasury Floating Rate Transaction History

Shared Vision Wealth Group LLC

  • $190 Billion
  • Q4 2024

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 7,887 shares of TFLO stock, worth $399,397. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,887
Previous 7,716 2.22%
Holding current value
$399,397
Previous $390 Million 1.95%
% of portfolio
0.21%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
437
Shares Held
84.7M
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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