TREVIAN WEALTH MANAGEMENT LLC – iShares Core S&P 500 ETF Transaction History
TREVIAN WEALTH MANAGEMENT LLC portfolio value:
$17.20M
portfolio value
TREVIAN WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 1 shares | -983K | $358.65 | 47.96K |
| Q2 2022 | share | Decrease | -12.31% | -6.73K shares | -6.62M | $379.15 | 47.96K |
| Q1 2022 | share | Decrease | -0.49% | -272 shares | -1.40M | $453.69 | 54.69K |
| Q4 2021 | share | Increase | 0.00% | 54.96K shares | 26.21M | $478.18 | 54.96K |