Invera Wealth Advisors, LLC Ishares Trust Ishares Usd Gre Transaction History

Invera Wealth Advisors, LLC

$146 Million
Q4 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 23,812 shares of BGRN stock, worth $1.14 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

23,812

Previous 25,783 7.64%

Holding current value

$1.14 Million

Previous $1.24 Million 7.98%

% of portfolio

0.78%

Previous 0.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$47.92 - $48.5 $94,450 - $95,593	-1,971 Reduced 7.64%	23,812 $1.14 Million
Q3 2025 Oct 29, 2025	BUY	$47.21 - $48.3 $82,664 - $84,573	1,751 Added 7.29%	25,783 $1.24 Million
Q2 2025 Oct 29, 2025	BUY	$46.47 - $47.67 $59,202 - $60,731	1,274 Added 5.6%	24,032 $1.15 Million
Q1 2025 May 02, 2025	BUY	$46.26 - $47.48 $113,383 - $116,373	2,451 Added 12.07%	22,758 $1.08 Million
Q4 2024 Feb 03, 2025	BUY	$46.52 - $48.32 $181,241 - $188,254	3,896 Added 23.74%	20,307 $946,000

Q3 2024 Nov 12, 2024	BUY	$46.29 - $48.52 $165,995 - $173,992	3,586 Added 27.96%	16,411 $793,000
Q2 2024 Aug 06, 2024	BUY	$45.82 - $46.9 $587,641 - $601,492	12,825 New	12,825 $596,000

Others Institutions Holding BGRN

# of Institutions

133

Shares Held

7.35M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES USD GRE

Ticker BGRN
Sector ETFs
Industry ETFs

More about BGRN

Track This Portfolio

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.

Account

Invera Wealth Advisors, LLC Ishares Trust Ishares Usd Gre Transaction History