Invera Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Invera Wealth Advisors, LLC

$95.7 Million
Q3 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 92,832 shares of ESML stock, worth $3.96 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

92,832

Previous 90,727 2.32%

Holding current value

$3.96 Million

Previous $3.49 Million 11.17%

% of portfolio

4.05%

Previous 3.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$38.03 - $42.06 $80,053 - $88,536	2,105 Added 2.32%	92,832 $3.88 Million
Q2 2024 Aug 06, 2024	BUY	$36.99 - $39.96 $37,359 - $40,359	1,010 Added 1.13%	90,727 $3.49 Million
Q1 2024 Apr 22, 2024	BUY	$36.33 - $40.27 $19,291 - $21,383	531 Added 0.6%	89,717 $3.61 Million
Q4 2023 Apr 22, 2024	SELL	$30.96 - $38.59 $16,439 - $20,491	-531 Reduced 0.59%	89,186 $3.39 Billion
Q4 2023 Jan 16, 2024	BUY	$30.96 - $38.59 $2.76 Million - $3.44 Million	89,186 New	89,186 $3.39 Million

Others Institutions Holding ESML

# of Institutions

412

Shares Held

34.6M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Invera Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History