Tria Gen Wealth Management LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Tria Gen Wealth Management LLC

$355 Million
Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 207,041 shares of FLOT stock, worth $10.5 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

207,041

Previous 26,434 683.24%

Holding current value

$10.5 Million

Previous $1.35 Million 684.64%

% of portfolio

2.98%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$50.82 - $51.09 $9.18 Million - $9.23 Million	180,607 Added 683.24%	207,041 $10.6 Million
Q2 2025 Jul 23, 2025	BUY	$50.1 - $51.02 $51,803 - $52,754	1,034 Added 4.07%	26,434 $1.35 Million
Q1 2025 May 13, 2025	BUY	$50.87 - $51.09 $76,254 - $76,583	1,499 Added 6.27%	25,400 $1.3 Million
Q4 2024 Jan 23, 2025	BUY	$50.73 - $51.08 $86,596 - $87,193	1,707 Added 7.69%	23,901 $1.22 Million
Q3 2024 Oct 18, 2024	BUY	$50.63 - $51.11 $46,984 - $47,430	928 Added 4.36%	22,194 $1.13 Million
Q2 2024 Jul 18, 2024	BUY	$50.82 - $51.15 $198,706 - $199,996	3,910 Added 22.53%	21,266 $1.09 Million
Q1 2024 Apr 23, 2024	BUY	$50.64 - $51.08 $878,907 - $886,544	17,356 New	17,356 $886,000

Others Institutions Holding FLOT

# of Institutions

728

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
Sector ETFs
Industry ETFs

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Tria Gen Wealth Management LLC Ishares Tr Fltg Rate Nt ETF Transaction History