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

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 71,001 shares of DMXF stock, worth $4.63 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares
71,001
Previous 70,388 0.87%
Holding current value
$4.63 Million
Previous $4.75 Million 7.75%
% of portfolio
5.34%
Previous 5.08%

Shares

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

Nov 12, 2024
BUY
$64.83 - $72.82 $39,740 - $44,638
613 Added 0.87%
71,001 $5.11 Million
Q2 2024

Aug 06, 2024
BUY
$64.36 - $70.16 $73,177 - $79,771
1,137 Added 1.64%
70,388 $4.75 Million
Q1 2024

Apr 22, 2024
BUY
$62.17 - $69.12 $25,054 - $27,855
403 Added 0.59%
69,251 $4.72 Million
Q4 2023

Apr 22, 2024
SELL
$54.4 - $64.25 $21,923 - $25,892
-403 Reduced 0.58%
68,848 $4.4 Billion
Q4 2023

Jan 16, 2024
BUY
$54.4 - $64.25 $3.75 Million - $4.42 Million
68,848 New
68,848 $4.4 Million

Others Institutions Holding DMXF

# of Institutions
210
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
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