Lifeworks Advisors, LLC Ishares Treasury Floating Rate Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 4,030 shares of TFLO stock, worth $203,756. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,030
Previous 4,518 10.8%
Holding current value
$203,756
Previous $228,000 10.96%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$50.37 - $50.63 $24,580 - $24,707
-488 Reduced 10.8%
4,030 $203,000
Q3 2024

Nov 06, 2024
BUY
$50.42 - $50.66 $24,252 - $24,367
481 Added 11.91%
4,518 $228,000
Q2 2024

Aug 13, 2024
SELL
$50.44 - $50.7 $281,455 - $282,906
-5,580 Reduced 58.02%
4,037 $204,000
Q1 2024

May 10, 2024
BUY
$50.47 - $50.7 $485,369 - $487,581
9,617 New
9,617 $487,000

Others Institutions Holding TFLO

# of Institutions
444
Shares Held
86.2M
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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