Strategic Wealth Partners, Ltd. Ishares Treasury Floating Rate Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 7,098 shares of TFLO stock, worth $358,519. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,098
Previous 6,574 7.97%
Holding current value
$358,519
Previous $332,000 8.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2025
BUY
$50.45 - $50.65 $26,435 - $26,540
524 Added 7.97%
7,098 $359,000
Q2 2025

Aug 11, 2025
SELL
$50.47 - $50.66 $3,734 - $3,748
-74 Reduced 1.11%
6,574 $332,000
Q4 2024

Feb 14, 2025
SELL
$50.37 - $50.63 $606,001 - $609,129
-12,031 Reduced 64.41%
6,648 $335,000
Q3 2024

Oct 08, 2024
BUY
$50.42 - $50.66 $207,125 - $208,111
4,108 Added 28.19%
18,679 $945,000
Q2 2024

Oct 08, 2024
SELL
$50.44 - $50.7 $121,207 - $121,832
-2,403 Reduced 14.16%
14,571 $738,000
Q1 2024

May 20, 2024
SELL
$50.47 - $50.7 $772,443 - $775,963
-15,305 Reduced 47.41%
16,974 $860,000
Q4 2023

May 20, 2024
BUY
$50.37 - $50.75 $227,571 - $229,288
4,518 Added 16.27%
32,279 $1.63 Million
Q3 2023

May 20, 2024
BUY
$50.46 - $50.74 $696,146 - $700,009
13,796 Added 98.79%
27,761 $1.41 Million
Q2 2023

May 20, 2024
BUY
$50.42 - $50.67 $132,705 - $133,363
2,632 Added 23.22%
13,965 $707,000
Q1 2023

Apr 24, 2023
BUY
$50.39 - $50.59 $571,069 - $573,336
11,333 New
11,333 $573,000

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
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