Invera Wealth Advisors, LLC Ishares Trust Ishares Usd Gre Transaction History

Invera Wealth Advisors, LLC

  • $80.5 Million
  • Q1 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 22,758 shares of BGRN stock, worth $1.08 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
22,758
Previous 20,307 12.07%
Holding current value
$1.08 Million
Previous $946,000 13.85%
% of portfolio
1.34%
Previous 1.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$46.26 - $47.48 $113,383 - $116,373
2,451 Added 12.07%
22,758 $1.08 Million
Q4 2024

Feb 03, 2025
BUY
$46.52 - $48.32 $181,241 - $188,254
3,896 Added 23.74%
20,307 $946,000
Q3 2024

Nov 12, 2024
BUY
$46.29 - $48.52 $165,995 - $173,992
3,586 Added 27.96%
16,411 $793,000
Q2 2024

Aug 06, 2024
BUY
$45.82 - $46.9 $587,641 - $601,492
12,825 New
12,825 $596,000

Others Institutions Holding BGRN

# of Institutions
120
Shares Held
6.95M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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