Aquire Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Aquire Wealth Advisors, LLC

  • $318 Million
  • Q3 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 10,284 shares of TFLO stock, worth $518,930. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,284
Previous 99,075 89.62%
Holding current value
$518,930
Previous $5.02 Million 89.64%
% of portfolio
0.16%
Previous 1.69%

Shares

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

Nov 04, 2024
SELL
$50.42 - $50.66 $4.48 Million - $4.5 Million
-88,791 Reduced 89.62%
10,284 $520,000
Q2 2024

Aug 14, 2024
BUY
$50.44 - $50.7 $364,832 - $366,713
7,233 Added 7.88%
99,075 $5.02 Million
Q1 2024

May 13, 2024
SELL
$50.47 - $50.7 $988,051 - $992,553
-19,577 Reduced 17.57%
91,842 $4.66 Million
Q4 2023

Jan 11, 2024
SELL
$50.37 - $50.75 $184,807 - $186,201
-3,669 Reduced 3.19%
111,419 $5.62 Million
Q3 2023

Oct 30, 2023
SELL
$50.46 - $50.74 $270,112 - $271,611
-5,353 Reduced 4.44%
115,088 $5.84 Million
Q2 2023

Aug 03, 2023
BUY
$50.42 - $50.67 $1.98 Million - $1.99 Million
39,284 Added 48.4%
120,441 $6.1 Million
Q1 2023

May 01, 2023
SELL
$50.39 - $50.59 $1.07 Million - $1.07 Million
-21,166 Reduced 20.69%
81,157 $4.11 Million
Q4 2022

Jan 20, 2023
BUY
$50.3 - $50.53 $2.17 Million - $2.18 Million
43,207 Added 73.09%
102,323 $0
Q3 2022

Oct 18, 2022
BUY
$50.35 - $50.51 $2.98 Million - $2.99 Million
59,116 New
59,116 $2.99 Million

Others Institutions Holding TFLO

# of Institutions
414
Shares Held
84.8M
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
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