Iht Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Iht Wealth Management, LLC holds 15,746 shares of TFLO stock, worth $796,432. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,746

Previous 13,073 20.45%

Holding current value

$796,432

Previous $661,000 20.12%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$50.37 - $50.63 $134,639 - $135,333	2,673 Added 20.45%	15,746 $794,000
Q3 2024 Nov 14, 2024	SELL	$50.42 - $50.66 $119,596 - $120,165	-2,372 Reduced 15.36%	13,073 $661,000
Q2 2024 Aug 14, 2024	SELL	$50.44 - $50.7 $639,478 - $642,774	-12,678 Reduced 45.08%	15,445 $782,000
Q1 2024 May 15, 2024	BUY	$50.47 - $50.7 $646,873 - $649,821	12,817 Added 83.74%	28,123 $1.43 Million
Q4 2023 Feb 14, 2024	SELL	$50.37 - $50.75 $30,574 - $30,805	-607 Reduced 3.81%	15,306 $772,000
Q3 2023 Nov 14, 2023	BUY	$50.46 - $50.74 $319,058 - $320,829	6,323 Added 65.93%	15,913 $807,000
Q2 2023 Aug 14, 2023	BUY	$50.42 - $50.67 $483,527 - $485,925	9,590 New	9,590 $485,000

Others Institutions Holding TFLO

# of Institutions

444

Shares Held

86.2M

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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Iht Wealth Management, LLC Ishares Treasury Floating Rate Transaction History