A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 100,200 shares of TFLO stock, worth $5.06 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
100,200
Previous 12,467 703.72%
Holding current value
$5.06 Million
Previous $631,000 703.49%
% of portfolio
0.23%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$50.42 - $50.66 $4.42 Million - $4.44 Million
87,733 Added 703.72%
100,200 $5.07 Million
Q2 2024

Jul 16, 2024

BUY
$50.44 - $50.7 $119,391 - $120,006
2,367 Added 23.44%
12,467 $631,000
Q1 2024

Apr 17, 2024

SELL
$50.47 - $50.7 $7.93 Million - $7.97 Million
-157,196 Reduced 93.96%
10,100 $511,000
Q4 2023

Jan 23, 2024

SELL
$50.37 - $50.75 $2.24 Million - $2.26 Million
-44,451 Reduced 20.99%
167,296 $8.44 Million
Q3 2023

Nov 02, 2023

BUY
$50.46 - $50.74 $10.7 Million - $10.7 Million
211,747 New
211,747 $10.7 Million

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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