Sheets Smith Wealth Management Ishares Treasury Floating Rate Transaction History

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Sheets Smith Wealth Management holds 8,110 shares of TFLO stock, worth $410,771. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,110
Previous 19,455 58.31%
Holding current value
$410,771
Previous $984,000 58.43%
% of portfolio
0.05%
Previous 0.12%

Shares

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

Jan 17, 2025
SELL
$50.37 - $50.63 $571,447 - $574,397
-11,345 Reduced 58.31%
8,110 $409,000
Q3 2024

Nov 01, 2024
SELL
$50.42 - $50.66 $27,226 - $27,356
-540 Reduced 2.7%
19,455 $984,000
Q2 2024

Jul 30, 2024
SELL
$50.44 - $50.7 $14,425 - $14,500
-286 Reduced 1.41%
19,995 $1.01 Million
Q1 2024

May 08, 2024
SELL
$50.47 - $50.7 $28,666 - $28,797
-568 Reduced 2.72%
20,281 $1.03 Million
Q4 2023

Feb 06, 2024
SELL
$50.37 - $50.75 $251 - $253
-5 Reduced 0.02%
20,849 $1.05 Million
Q3 2023

Oct 23, 2023
BUY
$50.46 - $50.74 $1.05 Million - $1.06 Million
20,854 New
20,854 $1.06 Million

Others Institutions Holding TFLO

# of Institutions
441
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
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