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

Invera Wealth Advisors, LLC

$152 Million
Q3 2025

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 85,516 shares of ESML stock, worth $3.79 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

85,516

Previous 86,686 1.35%

Holding current value

$3.79 Million

Previous $3.58 Million 7.62%

% of portfolio

2.54%

Previous 2.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$41.34 - $45.65 $48,367 - $53,410	-1,170 Reduced 1.35%	85,516 $3.86 Million
Q2 2025 Oct 29, 2025	SELL	$33.46 - $41.33 $57,751 - $71,335	-1,726 Reduced 1.95%	86,686 $3.58 Million
Q1 2025 May 02, 2025	SELL	$37.84 - $44.02 $88,696 - $103,182	-2,344 Reduced 2.58%	88,412 $3.4 Million
Q4 2024 Feb 03, 2025	SELL	$41.09 - $45.94 $85,302 - $95,371	-2,076 Reduced 2.24%	90,756 $3.82 Million
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

450

Shares Held

32.8M

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