Liberty Wealth Management LLC Ishares Treasury Floating Rate Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Liberty Wealth Management LLC holds 9,827 shares of TFLO stock, worth $496,361. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,827
Previous 10,112 2.82%
Holding current value
$496,361
Previous $512,000 2.93%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 31, 2025
SELL
$50.45 - $50.65 $14,378 - $14,435
-285 Reduced 2.82%
9,827 $497,000
Q2 2025

Aug 01, 2025
BUY
$50.47 - $50.66 $510,352 - $512,273
10,112 New
10,112 $512,000
Q1 2025

May 08, 2025
BUY
$50.48 - $50.68 $2.1 Million - $2.11 Million
41,655 New
41,655 $2.11 Million
Q3 2024

Nov 01, 2024
SELL
$50.42 - $50.66 $9.07 Million - $9.11 Million
-179,902 Reduced 97.01%
5,544 $280,000
Q2 2024

Aug 06, 2024
BUY
$50.44 - $50.7 $8.98 Million - $9.03 Million
178,081 Added 2417.94%
185,446 $330,000
Q1 2024

May 02, 2024
SELL
$50.47 - $50.7 $2.75 Million - $2.76 Million
-54,495 Reduced 88.09%
7,365 $373,000
Q4 2023

Feb 08, 2024
SELL
$50.37 - $50.75 $286,303 - $288,463
-5,684 Reduced 8.42%
61,860 $3.12 Million
Q3 2023

Nov 13, 2023
BUY
$50.46 - $50.74 $2.91 Million - $2.92 Million
57,641 Added 582.06%
67,544 $3.43 Million
Q2 2023

Aug 10, 2023
BUY
$50.42 - $50.67 $138,705 - $139,393
2,751 Added 38.46%
9,903 $501,000
Q1 2023

May 03, 2023
BUY
$50.39 - $50.59 $360,389 - $361,819
7,152 New
7,152 $361,000

Others Institutions Holding TFLO

# of Institutions
445
Shares Held
82.9M
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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