Invera Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 217,383 shares of SUSC stock, worth $5 Million. This represents 5.4% of its overall portfolio holdings.

Number of Shares
217,383
Previous 213,681 1.73%
Holding current value
$5 Million
Previous $4.85 Million 6.53%
% of portfolio
5.4%
Previous 5.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$22.51 - $23.92 $83,332 - $88,551
3,702 Added 1.73%
217,383 $5.17 Million
Q2 2024

Aug 06, 2024
BUY
$22.25 - $22.94 $376,826 - $388,511
16,936 Added 8.61%
213,681 $4.85 Million
Q1 2024

Apr 22, 2024
SELL
$22.66 - $23.29 $196,439 - $201,901
-8,669 Reduced 4.22%
196,745 $4.52 Million
Q4 2023

Apr 22, 2024
BUY
$21.11 - $23.38 $183,002 - $202,681
8,669 Added 4.41%
205,414 $4.78 Billion
Q4 2023

Jan 16, 2024
BUY
$21.11 - $23.38 $4.34 Million - $4.8 Million
205,414 New
205,414 $4.78 Million

Others Institutions Holding SUSC

# of Institutions
256
Shares Held
39.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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