Invera Wealth Advisors, LLC Ishares Tr Transaction History

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 62,306 shares of IEFA stock, worth $4.41 Million. This represents 5.08% of its overall portfolio holdings.

Number of Shares
62,306
Previous 64,117 2.82%
Holding current value
$4.41 Million
Previous $4.66 Million 4.4%
% of portfolio
5.08%
Previous 4.99%

Shares

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

Nov 12, 2024
SELL
$70.09 - $78.74 $126,932 - $142,598
-1,811 Reduced 2.82%
62,306 $4.86 Million
Q2 2024

Aug 06, 2024
BUY
$70.77 - $76.19 $404,945 - $435,959
5,722 Added 9.8%
64,117 $4.66 Million
Q1 2024

Apr 22, 2024
BUY
$68.14 - $74.43 $117,541 - $128,391
1,725 Added 3.04%
58,395 $4.33 Million
Q4 2023

Apr 22, 2024
SELL
$61.3 - $70.47 $105,742 - $121,560
-1,725 Reduced 2.95%
56,670 $3.99 Billion
Q4 2023

Jan 16, 2024
BUY
$61.3 - $70.47 $3.47 Million - $3.99 Million
56,670 New
56,670 $3.99 Million

Others Institutions Holding IEFA

# of Institutions
2,004
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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