Trevian Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History

Trevian Wealth Management LLC

  • $186 Million
  • Q3 2025

A detailed history of Trevian Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Trevian Wealth Management LLC holds 190,513 shares of ITOT stock, worth $27.9 Million. This represents 14.93% of its overall portfolio holdings.

Number of Shares
190,513
Previous 162,988 16.89%
Holding current value
$27.9 Million
Previous $22 Million 26.07%
% of portfolio
14.93%
Previous 13.42%

Shares

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

Oct 23, 2025
BUY
$135.0 - $146.02 $3.72 Million - $4.02 Million
27,525 Added 16.89%
190,513 $27.7 Million
Q2 2025

Jul 24, 2025
BUY
$108.12 - $135.04 $17.6 Million - $22 Million
162,988 New
162,988 $22 Million

Others Institutions Holding ITOT

# of Institutions
1,726
Shares Held
335M
Call Options Held
61.7K
Put Options Held
36K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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