Shira Ridge Wealth Management Ishares Treasury Floating Rate Transaction History

Shira Ridge Wealth Management

  • $196 Billion
  • Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Shira Ridge Wealth Management holds 9,634 shares of TFLO stock, worth $485,938. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,634
Previous 13,988 31.13%
Holding current value
$485,938
Previous $709 Million 31.21%
% of portfolio
0.25%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$50.42 - $50.66 $219,528 - $220,573
-4,354 Reduced 31.13%
9,634 $487 Million
Q2 2024

Jul 11, 2024
BUY
$50.44 - $50.7 $135,834 - $136,535
2,693 Added 23.84%
13,988 $709 Million
Q1 2024

Apr 18, 2024
BUY
$50.47 - $50.7 $193,754 - $194,637
3,839 Added 51.49%
11,295 $573 Million
Q4 2023

Jan 10, 2024
BUY
$50.37 - $50.75 $24,580 - $24,766
488 Added 7.0%
7,456 $376 Million
Q3 2023

Oct 10, 2023
BUY
$50.46 - $50.74 $351,605 - $353,556
6,968 New
6,968 $354 Million

Others Institutions Holding TFLO

# of Institutions
411
Shares Held
84.1M
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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