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

Invera Wealth Advisors, LLC

  • $92.3 Million
  • Q4 2024

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 20,307 shares of BGRN stock, worth $957,475. This represents 1.02% of its overall portfolio holdings.

Number of Shares
20,307
Previous 16,411 23.74%
Holding current value
$957,475
Previous $793,000 19.29%
% of portfolio
1.02%
Previous 0.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
125
Shares Held
6.91M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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