Invera Wealth Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Invera Wealth Advisors, LLC

  • $93.4 Million
  • Q2 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 26,716 shares of EAGG stock, worth $1.28 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
26,716
Previous 22,150 20.61%
Holding current value
$1.28 Million
Previous $1.04 Million 19.48%
% of portfolio
1.33%
Previous 0.85%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$45.65 - $47.02 $208,437 - $214,693
4,566 Added 20.61%
26,716 $1.25 Million
Q1 2024

Apr 22, 2024
BUY
$46.54 - $47.74 $284,731 - $292,073
6,118 Added 38.16%
22,150 $1.04 Million
Q4 2023

Apr 22, 2024
SELL
$44.12 - $47.93 $269,926 - $293,235
-6,118 Reduced 27.62%
16,032 $765 Million
Q4 2023

Jan 16, 2024
BUY
$44.12 - $47.93 $707,331 - $768,413
16,032 New
16,032 $765,000

Others Institutions Holding EAGG

# of Institutions
387
Shares Held
59.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

EAGG Quotes by TradingView
  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
Track This Portfolio

Track Invera Wealth Advisors, LLC Portfolio

Follow Invera Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invera Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invera Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email