Taylor & Morgan Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Taylor & Morgan Wealth Management, LLC

  • $170 Million
  • Q4 2025

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 6,410 shares of TFLO stock, worth $323,769. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,410
Previous 6,393 0.27%
Holding current value
$323,769
Previous $323,000 -0.0%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Jan 16, 2026
BUY
$50.42 - $50.61 $857 - $860
17 Added 0.27%
6,410 $323,000
Q3 2025

Oct 14, 2025
BUY
$50.45 - $50.65 $706 - $709
14 Added 0.22%
6,393 $323,000
Q2 2025

Jul 07, 2025
BUY
$50.47 - $50.66 $706 - $709
14 Added 0.22%
6,379 $323,000
Q1 2025

Apr 08, 2025
SELL
$50.48 - $50.68 $195,963 - $196,739
-3,882 Reduced 37.88%
6,365 $322,000
Q3 2024

Oct 24, 2024
SELL
$50.42 - $50.66 $213,780 - $214,798
-4,240 Reduced 29.27%
10,247 $518,000
Q2 2024

Jul 16, 2024
SELL
$50.44 - $50.7 $45,244 - $45,477
-897 Reduced 5.83%
14,487 $733,000
Q1 2024

Apr 15, 2024
SELL
$50.47 - $50.7 $378,171 - $379,895
-7,493 Reduced 32.75%
15,384 $779,000
Q4 2023

Jan 10, 2024
SELL
$50.37 - $50.75 $149,498 - $150,626
-2,968 Reduced 11.48%
22,877 $1.15 Million
Q3 2023

Oct 05, 2023
BUY
$50.46 - $50.74 $228,533 - $229,801
4,529 Added 21.25%
25,845 $1.31 Million
Q2 2023

Jul 13, 2023
SELL
$50.42 - $50.67 $372,099 - $373,944
-7,380 Reduced 25.72%
21,316 $1.08 Million
Q1 2023

Apr 06, 2023
BUY
$50.39 - $50.59 $1.45 Million - $1.45 Million
28,696 New
28,696 $1.45 Million

Others Institutions Holding TFLO

# of Institutions
448
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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