Regal Investment Advisors LLC Ishares Treasury Floating Rate Transaction History

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Regal Investment Advisors LLC holds 18,325 shares of TFLO stock, worth $927,428. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,325
Previous 15,164 20.85%
Holding current value
$927,428
Previous $767,000 20.47%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Feb 13, 2025
BUY
$50.37 - $50.63 $159,219 - $160,041
3,161 Added 20.85%
18,325 $924,000
Q3 2024

Nov 12, 2024
SELL
$50.42 - $50.66 $918,349 - $922,721
-18,214 Reduced 54.57%
15,164 $767,000
Q2 2024

Aug 14, 2024
BUY
$50.44 - $50.7 $239,943 - $241,179
4,757 Added 16.62%
33,378 $1.69 Million
Q1 2024

May 15, 2024
SELL
$50.47 - $50.7 $4.64 Million - $4.66 Million
-91,984 Reduced 76.27%
28,621 $1.45 Million
Q4 2023

Feb 14, 2024
BUY
$50.37 - $50.75 $71,323 - $71,862
1,416 Added 1.19%
120,605 $6.09 Million
Q3 2023

Nov 13, 2023
BUY
$50.46 - $50.74 $3.56 Million - $3.58 Million
70,645 Added 145.53%
119,189 $6.05 Million
Q2 2023

Aug 11, 2023
SELL
$50.42 - $50.67 $226,284 - $227,406
-4,488 Reduced 8.46%
48,544 $2.46 Million
Q1 2023

May 11, 2023
BUY
$50.39 - $50.59 $322,445 - $323,725
6,399 Added 13.72%
53,032 $2.68 Million
Q4 2022

Mar 01, 2023
BUY
$50.3 - $50.53 $2.11 Million - $2.12 Million
42,002 Added 906.97%
46,633 $2.35 Million
Q3 2022

Nov 15, 2022
BUY
$50.35 - $50.51 $233,170 - $233,911
4,631 New
4,631 $234,000

Others Institutions Holding TFLO

# of Institutions
445
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
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email