Ishares Tr shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr by Trevian Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $294k | 7.4k | 39.76 |
2023-09-30 | $254k | 7.3k | 34.62 |
2023-06-30 | $264k | 7.3k | 35.99 |
2023-03-31 | $242k | 7.3k | 33.07 |
2022-12-31 | $224k | 7.3k | 30.61 |
2022-09-30 | $204k | 7.3k | 27.97 |
2022-06-30 | $218k | 7.3k | 29.89 |
2022-03-31 | $261k | 7.3k | 35.79 |
2021-12-31 | $288k | 7.3k | 39.49 |