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

Invera Wealth Advisors, LLC

  • $93.4 Million
  • Q2 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 168,896 shares of USXF stock, worth $8.27 Million. This represents 8.42% of its overall portfolio holdings.

Number of Shares
168,896
Previous 166,852 1.23%
Holding current value
$8.27 Million
Previous $7.53 Million 4.43%
% of portfolio
8.42%
Previous 6.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$41.56 - $47.79 $84,948 - $97,682
2,044 Added 1.23%
168,896 $7.87 Million
Q1 2024

Apr 22, 2024
SELL
$38.81 - $45.23 $50,336 - $58,663
-1,297 Reduced 0.77%
166,852 $7.53 Million
Q4 2023

Apr 22, 2024
BUY
$33.24 - $39.9 $43,112 - $51,750
1,297 Added 0.78%
168,149 $6.7 Billion
Q4 2023

Jan 16, 2024
BUY
$33.24 - $39.9 $5.59 Million - $6.71 Million
168,149 New
168,149 $6.7 Million

Others Institutions Holding USXF

# of Institutions
214
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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.

Choose your preferred platform and Sign Up 👇 Telegram Email