Aj Wealth Strategies, LLC Ishares Treasury Floating Rate Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 650,880 shares of TFLO stock, worth $32.9 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
650,880
Previous 786,848 17.28%
Holding current value
$32.9 Million
Previous $39.8 Million 17.15%
% of portfolio
1.59%
Previous 2.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$50.42 - $50.67 $6.86 Million - $6.89 Million
-135,968 Reduced 17.28%
650,880 $33 Million
Q1 2023

Apr 28, 2023
SELL
$50.39 - $50.59 $1.09 Million - $1.09 Million
-21,637 Reduced 2.68%
786,848 $39.8 Million
Q4 2022

Jan 25, 2023
SELL
$50.3 - $50.53 $3.22 Million - $3.24 Million
-64,098 Reduced 7.35%
808,485 $40.8 Million
Q3 2022

Oct 27, 2022
BUY
$50.35 - $50.51 $43.9 Million - $44.1 Million
872,583 New
872,583 $44.1 Million

Others Institutions Holding TFLO

# of Institutions
444
Shares Held
82.8M
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
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email