Arkadios Wealth Advisors Ishares Treasury Floating Rate Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Arkadios Wealth Advisors holds 37,222 shares of TFLO stock, worth $1.88 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

37,222

Previous 41,242 9.75%

Holding current value

$1.88 Million

Previous $2.09 Million 9.97%

% of portfolio

0.11%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$50.37 - $50.63 $202,487 - $203,532	-4,020 Reduced 9.75%	37,222 $1.88 Million
Q3 2024 Oct 24, 2024	SELL	$50.42 - $50.66 $194,974 - $195,902	-3,867 Reduced 8.57%	41,242 $2.09 Million
Q2 2024 Jul 29, 2024	BUY	$50.44 - $50.7 $1.04 Million - $1.05 Million	20,665 Added 84.54%	45,109 $2.29 Million
Q1 2024 Apr 30, 2024	SELL	$50.47 - $50.7 $8,579 - $8,619	-170 Reduced 0.69%	24,444 $1.24 Million
Q4 2023 Jan 24, 2024	SELL	$50.37 - $50.75 $30,725 - $30,957	-610 Reduced 2.42%	24,614 $1.24 Million
Q3 2023 Oct 13, 2023	BUY	$50.46 - $50.74 $589,170 - $592,440	11,676 Added 86.18%	25,224 $1.28 Million
Q2 2023 Jul 26, 2023	BUY	$50.42 - $50.67 $109,209 - $109,751	2,166 Added 19.03%	13,548 $686,000
Q1 2023 May 02, 2023	BUY	$50.39 - $50.59 $573,538 - $575,815	11,382 New	11,382 $575,000

Others Institutions Holding TFLO

# of Institutions

415

Shares Held

82.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

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Arkadios Wealth Advisors Ishares Treasury Floating Rate Transaction History