Trevian Wealth Management LLC Ishares Esg Advanced Msci Usa Transaction History

Trevian Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	BUY	$33.24 - $39.9 $1,927 - $2,314	58 Added 0.79%	7,394 $294,000
Q2 2023 Jul 19, 2023	BUY	$32.33 - $35.95 $581 - $647	18 Added 0.25%	7,336 $264,000
Q4 2022 Jan 30, 2023	BUY	$28.92 - $32.46 $723 - $811	25 Added 0.34%	7,318 $224,000
Q4 2021 Jan 31, 2022	BUY	$35.87 - $39.84 $261,599 - $290,553	7,293 New	7,293 $288,000

209

17.8M

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