Shared Vision Wealth Group LLC Ishares Treasury Floating Rate Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 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 4,163 shares of TFLO stock, worth $210,273. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,163

Previous 5,693 26.88%

Holding current value

$210,273

Previous $288 Million 27.03%

% of portfolio

0.09%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$50.45 - $50.65 $77,188 - $77,494	-1,530 Reduced 26.88%	4,163 $210 Million
Q2 2025 Aug 07, 2025	SELL	$50.47 - $50.66 $159,888 - $160,490	-3,168 Reduced 35.75%	5,693 $288 Million
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

447

Shares Held

82.7M

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