Invera Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History

Invera Wealth Advisors, LLC

$152 Million
Q3 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 27,913 shares of GOVT stock, worth $644,511. This represents 0.42% of its overall portfolio holdings.

Number of Shares

27,913

Previous 28,563 2.28%

Holding current value

$644,511

Previous $656,000 1.68%

% of portfolio

0.42%

Previous 0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$22.64 - $23.22 $14,716 - $15,093	-650 Reduced 2.28%	27,913 $645,000
Q1 2025 May 02, 2025	BUY	$22.25 - $23.0 $48,772 - $50,416	2,192 Added 8.31%	28,563 $656,000
Q4 2024 Feb 03, 2025	BUY	$22.39 - $23.45 $250,163 - $262,006	11,173 Added 73.52%	26,371 $606,000
Q2 2024 Aug 06, 2024	SELL	$22.12 - $22.75 $35,480 - $36,491	-1,604 Reduced 9.55%	15,198 $343,000
Q1 2024 Apr 22, 2024	BUY	$22.51 - $23.08 $10,849 - $11,124	482 Added 2.95%	16,802 $382,000

Q4 2023 Apr 22, 2024	SELL	$21.6 - $23.13 $10,411 - $11,148	-482 Reduced 2.87%	16,320 $376 Million
Q4 2023 Jan 16, 2024	BUY	$21.6 - $23.13 $352,512 - $377,481	16,320 New	16,320 $376,000

Others Institutions Holding GOVT

# of Institutions

887

Shares Held

1.24B

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

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 U.S. Treasury Bond ETF Transaction History