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

Invera Wealth Advisors, LLC

$95.7 Million
Q3 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 31,141 shares of EAGG stock, worth $1.46 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

31,141

Previous 26,716 16.56%

Holding current value

$1.46 Million

Previous $1.25 Million 21.53%

% of portfolio

1.58%

Previous 1.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$46.18 - $48.92 $204,346 - $216,471	4,425 Added 16.56%	31,141 $1.51 Million
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

400

Shares Held

62.3M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Industry ETFs

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