A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 16,974 shares of TFLO stock, worth $858,714. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,974
Previous 32,279 47.41%
Holding current value
$858,714
Previous $1.63 Million 47.21%
% of portfolio
0.1%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024

SELL
$50.47 - $50.7 $772,443 - $775,963
-15,305 Reduced 47.41%
16,974 $860,000
Q4 2023

May 20, 2024

BUY
$50.37 - $50.75 $227,571 - $229,288
4,518 Added 16.27%
32,279 $1.63 Million
Q3 2023

May 20, 2024

BUY
$50.46 - $50.74 $696,146 - $700,009
13,796 Added 98.79%
27,761 $1.41 Million
Q2 2023

May 20, 2024

BUY
$50.42 - $50.67 $132,705 - $133,363
2,632 Added 23.22%
13,965 $707,000
Q1 2023

Apr 24, 2023

BUY
$50.39 - $50.59 $571,069 - $573,336
11,333 New
11,333 $573,000

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


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