Iag Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025

A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 8,759 shares of USFR stock, worth $441,015. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,759
Previous 11,896 26.37%
Holding current value
$441,015
Previous $598,000 26.42%
% of portfolio
0.06%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$50.23 - $50.48 $157,571 - $158,355
-3,137 Reduced 26.37%
8,759 $440,000
Q2 2025

Aug 13, 2025
SELL
$50.28 - $50.47 $348,088 - $349,403
-6,923 Reduced 36.79%
11,896 $598,000
Q1 2025

Apr 16, 2025
SELL
$50.29 - $50.5 $751,332 - $754,470
-14,940 Reduced 44.25%
18,819 $946,000
Q4 2024

Feb 10, 2025
BUY
$50.23 - $50.46 $1.03 Million - $1.03 Million
20,443 Added 153.52%
33,759 $1.7 Million
Q3 2024

Oct 29, 2024
BUY
$50.2 - $50.48 $168,772 - $169,713
3,362 Added 33.78%
13,316 $668,000
Q2 2024

Jul 16, 2024
BUY
$50.28 - $50.52 $222,036 - $223,096
4,416 Added 79.74%
9,954 $500,000
Q1 2024

Apr 24, 2024
SELL
$50.23 - $50.46 $570,763 - $573,376
-11,363 Reduced 67.23%
5,538 $278,000
Q4 2023

Feb 02, 2024
BUY
$50.21 - $50.49 $239,551 - $240,887
4,771 Added 39.33%
16,901 $849,000
Q3 2023

Oct 24, 2023
SELL
$50.28 - $50.51 $1.37 Million - $1.38 Million
-27,334 Reduced 69.26%
12,130 $610,000
Q2 2023

Aug 10, 2023
SELL
$50.23 - $50.5 $849,891 - $854,460
-16,920 Reduced 30.01%
39,464 $1.99 Million
Q1 2023

Apr 25, 2023
BUY
$50.21 - $50.41 $2.79 Million - $2.8 Million
55,592 Added 7019.19%
56,384 $2.83 Million
Q4 2022

Feb 08, 2023
BUY
$50.2 - $50.39 $39,758 - $39,908
792 New
792 $39,000

Others Institutions Holding USFR

# of Institutions
611
Shares Held
249M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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