Simplicity Wealth,Llc Ishares Treasury Floating Rate Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,071 shares of TFLO stock, worth $458,176. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,071
Holding current value
$458,176
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$50.45 - $50.65 $457,631 - $459,446
9,071 New
9,071 $458,000
Q2 2024

Jul 10, 2024
BUY
$50.44 - $50.7 $18,713 - $18,809
371 Added 5.75%
6,828 $345,000
Q1 2024

Apr 24, 2024
SELL
$50.47 - $50.7 $2.68 Million - $2.7 Million
-53,166 Reduced 89.17%
6,457 $327,000
Q4 2023

Jan 29, 2024
BUY
$50.37 - $50.75 $1.01 Million - $1.02 Million
20,061 Added 50.71%
59,623 $3.01 Million
Q3 2023

Oct 19, 2023
BUY
$50.46 - $50.74 $2 Million - $2.01 Million
39,562 New
39,562 $2.01 Million

Others Institutions Holding TFLO

# of Institutions
444
Shares Held
82.8M
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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email