Pb Mares Wealth Management LLC Ishares Treasury Floating Rate Transaction History

Pb Mares Wealth Management LLC

  • $483 Million
  • Q4 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 6,447 shares of TFLO stock, worth $325,831. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,447
Previous 8,147 20.87%
Holding current value
$325,831
Previous $412,000 21.12%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jan 24, 2025
SELL
$50.37 - $50.63 $85,629 - $86,071
-1,700 Reduced 20.87%
6,447 $325,000
Q3 2024

Oct 25, 2024
BUY
$50.42 - $50.66 $25,210 - $25,330
500 Added 6.54%
8,147 $412,000
Q2 2024

Jul 22, 2024
BUY
$50.44 - $50.7 $64,058 - $64,389
1,270 Added 19.92%
7,647 $387,000
Q1 2024

Apr 29, 2024
SELL
$50.47 - $50.7 $418,901 - $420,810
-8,300 Reduced 56.55%
6,377 $323,000
Q4 2023

Jan 26, 2024
BUY
$50.37 - $50.75 $246,661 - $248,522
4,897 Added 50.07%
14,677 $740,000
Q3 2023

Oct 26, 2023
BUY
$50.46 - $50.74 $32,042 - $32,219
635 Added 6.94%
9,780 $496,000
Q2 2023

Jul 24, 2023
BUY
$50.42 - $50.67 $38,823 - $39,015
770 Added 9.19%
9,145 $463,000
Q1 2023

Apr 27, 2023
SELL
$50.39 - $50.59 $18,896 - $18,971
-375 Reduced 4.29%
8,375 $423,000
Q4 2022

Jan 31, 2023
BUY
$50.3 - $50.53 $193,655 - $194,540
3,850 Added 78.57%
8,750 $441,000
Q3 2022

Oct 25, 2022
BUY
$50.35 - $50.51 $246,715 - $247,499
4,900 New
4,900 $247,000

Others Institutions Holding TFLO

# of Institutions
417
Shares Held
85.4M
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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