Trevian Wealth Management LLC Ishares Tr Transaction History

Trevian Wealth Management LLC

  • $186 Million
  • Q3 2025

A detailed history of Trevian Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Trevian Wealth Management LLC holds 20,092 shares of IEFA stock, worth $1.78 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
20,092
Previous 17,391 15.53%
Holding current value
$1.78 Million
Previous $1.45 Million 20.8%
% of portfolio
0.94%
Previous 0.89%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$81.7 - $87.53 $220,671 - $236,418
2,701 Added 15.53%
20,092 $1.75 Million
Q2 2025

Jul 24, 2025
BUY
$67.83 - $84.09 $1.18 Million - $1.46 Million
17,391 New
17,391 $1.45 Million

Others Institutions Holding IEFA

# of Institutions
2,414
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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