Svb Wealth LLC Ishares Treasury Floating Rate Transaction History

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025

A detailed history of Svb Wealth LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Svb Wealth LLC holds 32,667 shares of TFLO stock, worth $1.65 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
32,667
Previous 98,715 66.91%
Holding current value
$1.65 Million
Previous $5 Million 66.92%
% of portfolio
0.09%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$50.47 - $50.66 $3.33 Million - $3.35 Million
-66,048 Reduced 66.91%
32,667 $1.65 Million
Q1 2025

May 14, 2025
SELL
$50.48 - $50.68 $1.23 Million - $1.24 Million
-24,384 Reduced 19.81%
98,715 $5 Million
Q4 2024

Feb 05, 2025
BUY
$50.37 - $50.63 $6.2 Million - $6.23 Million
123,099 New
123,099 $6.21 Million
Q2 2024

Aug 06, 2024
BUY
$50.44 - $50.7 $613,299 - $616,461
12,159 Added 14.56%
95,663 $4.85 Million
Q1 2024

May 15, 2024
SELL
$50.47 - $50.7 $998,044 - $1 Million
-19,775 Reduced 19.15%
83,504 $4.23 Million
Q4 2023

Jan 30, 2024
SELL
$50.37 - $50.75 $2.9 Million - $2.92 Million
-57,556 Reduced 35.79%
103,279 $5.21 Million
Q3 2023

Oct 23, 2023
SELL
$50.46 - $50.74 $920,541 - $925,649
-18,243 Reduced 10.19%
160,835 $8.16 Million
Q2 2023

Jul 24, 2023
SELL
$50.42 - $50.67 $4.27 Million - $4.29 Million
-84,636 Reduced 32.09%
179,078 $9.07 Million
Q1 2023

May 12, 2023
BUY
$50.39 - $50.59 $6.39 Million - $6.41 Million
126,716 Added 92.49%
263,714 $13.3 Million
Q4 2022

Feb 10, 2023
BUY
$50.3 - $50.53 $3.49 Million - $3.5 Million
69,309 Added 102.39%
136,998 $6.91 Million
Q3 2022

Nov 09, 2022
BUY
$50.35 - $50.51 $1.98 Million - $1.98 Million
39,249 Added 138.01%
67,689 $3.42 Million
Q2 2022

Aug 16, 2022
BUY
$50.33 - $50.44 $1.43 Million - $1.43 Million
28,440 New
28,440 $1.43 Million

Others Institutions Holding TFLO

# of Institutions
441
Shares Held
111M
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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