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 $4.99 Million. This represents 5.4% of its overall portfolio holdings.

Number of Shares
217,383
Previous 213,681 1.73%
Holding current value
$4.99 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

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
Track This Portfolio

Track Invera Wealth Advisors, LLC Portfolio

Follow Invera Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invera Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invera Wealth Advisors, LLC with notifications on news.