Sax Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 116,786 shares of TFLO stock, worth $5.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
116,786
Previous 94,961 22.98%
Holding current value
$5.9 Million
Previous $4.8 Million 22.77%
% of portfolio
0.29%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$50.42 - $50.61 $1.1 Million - $1.1 Million
21,825 Added 22.98%
116,786 $5.9 Million
Q3 2025

Oct 20, 2025
SELL
$50.45 - $50.65 $127,487 - $127,992
-2,527 Reduced 2.59%
94,961 $4.8 Million
Q2 2025

Jul 23, 2025
SELL
$50.47 - $50.66 $44,161 - $44,327
-875 Reduced 0.89%
97,488 $4.94 Million
Q1 2025

May 14, 2025
BUY
$50.48 - $50.68 $4.97 Million - $4.99 Million
98,363 New
98,363 $4.98 Million

Others Institutions Holding TFLO

# of Institutions
446
Shares Held
82.4M
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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