Kingswood Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,953 shares of TFLO stock, worth $1.01 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,953
Previous 22,273 10.42%
Holding current value
$1.01 Million
Previous $1.13 Billion 10.65%
% of portfolio
0.05%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
SELL
$50.42 - $50.61 $116,974 - $117,415
-2,320 Reduced 10.42%
19,953 $1.01 Billion
Q3 2025

Oct 23, 2025
SELL
$50.45 - $50.65 $108,568 - $108,998
-2,152 Reduced 8.81%
22,273 $1.13 Billion
Q2 2025

Jul 23, 2025
BUY
$50.47 - $50.66 $1.23 Million - $1.24 Million
24,425 New
24,425 $1.24 Billion
Q3 2023

Oct 23, 2023
BUY
$50.46 - $50.74 $371,839 - $373,903
7,369 New
7,369 $374 Million

Others Institutions Holding TFLO

# of Institutions
448
Shares Held
82.1M
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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