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

Invera Wealth Advisors, LLC

$152 Million
Q3 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 106,244 shares of USXF stock, worth $6.05 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares

106,244

Previous 111,979 5.12%

Holding current value

$6.05 Million

Previous $6.04 Million 0.81%

% of portfolio

4.01%

Previous 4.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

284

Shares Held

16.6M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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