Invera Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Invera Wealth Advisors, LLC
- $93.4 Million
- Q2 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 90,727 shares of ESML stock, worth $3.77 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
90,727
Previous 89,717
1.13%
Holding current value
$3.77 Million
Previous $3.61 Million
3.32%
% of portfolio
3.74%
Previous 2.96%
Shares
4 transactions
Others Institutions Holding ESML
# of Institutions
399Shares Held
33.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.14MShares$88.9 Million0.25% of portfolio
-
Flputnam Investment Management CO Portland, ME2.03MShares$84.1 Million1.47% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$83.3 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.81MShares$75.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$71.7 Million0.01% of portfolio