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

Invera Wealth Advisors, LLC

  • $146 Million
  • Q4 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 95,787 shares of USXF stock, worth $5.46 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
95,787
Previous 106,244 9.84%
Holding current value
$5.46 Million
Previous $6.09 Million 10.38%
% of portfolio
3.73%
Previous 4.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$56.25 - $59.38 $588,206 - $620,936
-10,457 Reduced 9.84%
95,787 $5.46 Million
Q3 2025

Oct 29, 2025
SELL
$53.69 - $57.31 $307,912 - $328,672
-5,735 Reduced 5.12%
106,244 $6.09 Million
Q2 2025

Oct 29, 2025
SELL
$41.54 - $53.93 $2.51 Million - $3.26 Million
-60,423 Reduced 35.05%
111,979 $6.04 Million
Q1 2025

May 02, 2025
SELL
$46.38 - $52.65 $294,791 - $334,643
-6,356 Reduced 3.56%
172,402 $8.05 Million
Q4 2024

Feb 03, 2025
BUY
$48.45 - $52.57 $399,470 - $433,439
8,245 Added 4.84%
178,758 $8.89 Million
Q3 2024

Nov 12, 2024
BUY
$43.59 - $49.35 $70,485 - $79,798
1,617 Added 0.96%
170,513 $8.37 Million
Q2 2024

Aug 06, 2024
BUY
$41.56 - $47.79 $84,948 - $97,682
2,044 Added 1.23%
168,896 $7.87 Million
Q1 2024

Apr 22, 2024
SELL
$38.81 - $45.23 $50,336 - $58,663
-1,297 Reduced 0.77%
166,852 $7.53 Million
Q4 2023

Apr 22, 2024
BUY
$33.24 - $39.9 $43,112 - $51,750
1,297 Added 0.78%
168,149 $6.7 Billion
Q4 2023

Jan 16, 2024
BUY
$33.24 - $39.9 $5.59 Million - $6.71 Million
168,149 New
168,149 $6.7 Million

Others Institutions Holding USXF

# of Institutions
286
Shares Held
16.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

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