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

Taylor & Morgan Wealth Management, LLC

  • $128 Million
  • Q1 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 6,365 shares of TFLO stock, worth $321,941. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,365
Previous 10,247 37.88%
Holding current value
$321,941
Previous $517,000 37.72%
% of portfolio
0.25%
Previous 0.37%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
446
Shares Held
86.8M
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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