Invera Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History

Invera Wealth Advisors, LLC

$92.3 Million
Q4 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 70,097 shares of DMXF stock, worth $4.85 Million. This represents 4.9% of its overall portfolio holdings.

Number of Shares

70,097

Previous 71,001 1.27%

Holding current value

$4.85 Million

Previous $5.11 Million 11.44%

% of portfolio

4.9%

Previous 5.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$64.62 - $71.43 $58,416 - $64,572	-904 Reduced 1.27%	70,097 $4.53 Million
Q3 2024 Nov 12, 2024	BUY	$64.83 - $72.82 $39,740 - $44,638	613 Added 0.87%	71,001 $5.11 Million
Q2 2024 Aug 06, 2024	BUY	$64.36 - $70.16 $73,177 - $79,771	1,137 Added 1.64%	70,388 $4.75 Million
Q1 2024 Apr 22, 2024	BUY	$62.17 - $69.12 $25,054 - $27,855	403 Added 0.59%	69,251 $4.72 Million
Q4 2023 Apr 22, 2024	SELL	$54.4 - $64.25 $21,923 - $25,892	-403 Reduced 0.58%	68,848 $4.4 Billion
Q4 2023 Jan 16, 2024	BUY	$54.4 - $64.25 $3.75 Million - $4.42 Million	68,848 New	68,848 $4.4 Million

Others Institutions Holding DMXF

# of Institutions

227

Shares Held

10.3M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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Invera Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History