Iht Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

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 15,569 shares of TFLO stock, worth $786,390. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,569

Previous 14,923 4.33%

Holding current value

$786,390

Previous $755,000 4.24%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$50.45 - $50.65 $32,590 - $32,719	646 Added 4.33%	15,569 $787,000
Q2 2025 Aug 14, 2025	BUY	$50.47 - $50.66 $23,317 - $23,404	462 Added 3.19%	14,923 $755,000
Q1 2025 May 15, 2025	SELL	$50.48 - $50.68 $64,866 - $65,123	-1,285 Reduced 8.16%	14,461 $732,000
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

82.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Ishares Treasury Floating Rate Transaction History