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 15,164 shares of TFLO stock, worth $764,568. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,164
Previous 33,378 54.57%
Holding current value
$764,568
Previous $1.69 Million 54.62%
% of portfolio
0.05%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
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