Invera Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 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 92,832 shares of ESML stock, worth $4.2 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
92,832
Previous 90,727 2.32%
Holding current value
$4.2 Million
Previous $3.49 Million 11.17%
% of portfolio
4.05%
Previous 3.74%

Shares

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

Nov 12, 2024
BUY
$38.03 - $42.06 $80,053 - $88,536
2,105 Added 2.32%
92,832 $3.88 Million
Q2 2024

Aug 06, 2024
BUY
$36.99 - $39.96 $37,359 - $40,359
1,010 Added 1.13%
90,727 $3.49 Million
Q1 2024

Apr 22, 2024
BUY
$36.33 - $40.27 $19,291 - $21,383
531 Added 0.6%
89,717 $3.61 Million
Q4 2023

Apr 22, 2024
SELL
$30.96 - $38.59 $16,439 - $20,491
-531 Reduced 0.59%
89,186 $3.39 Billion
Q4 2023

Jan 16, 2024
BUY
$30.96 - $38.59 $2.76 Million - $3.44 Million
89,186 New
89,186 $3.39 Million

Others Institutions Holding ESML

# of Institutions
412
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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