Ep Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 27,167 shares of TFLO stock, worth $1.37 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,167
Previous 20,905 29.95%
Holding current value
$1.37 Million
Previous $1.06 Million 29.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$50.47 - $50.66 $316,043 - $317,232
6,262 Added 29.95%
27,167 $1.38 Million
Q1 2025

May 15, 2025
BUY
$50.48 - $50.68 $729,991 - $732,883
14,461 Added 224.41%
20,905 $1.06 Million
Q4 2024

Feb 13, 2025
BUY
$50.37 - $50.63 $134,790 - $135,485
2,676 Added 71.02%
6,444 $325,000
Q3 2024

Nov 14, 2024
BUY
$50.42 - $50.66 $189,982 - $190,886
3,768 New
3,768 $190,000
Q1 2023

Jun 05, 2023
BUY
$50.39 - $50.59 $424,636 - $426,321
8,427 New
8,427 $426,000

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
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