Lifeworks Advisors, LLC Ishares Treasury Floating Rate Transaction History

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 4,804 shares of TFLO stock, worth $242,650. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,804
Previous 5,490 12.5%
Holding current value
$242,650
Previous $278,000 12.59%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2025
SELL
$50.45 - $50.65 $34,608 - $34,745
-686 Reduced 12.5%
4,804 $243,000
Q2 2025

Aug 04, 2025
BUY
$50.47 - $50.66 $277,080 - $278,123
5,490 New
5,490 $278,000
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
82.8M
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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