Ishares Tr fund shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 26k | 48.13 |
| 2025-06-30 | $1.1M | 24k | 47.67 |
| 2025-03-31 | $1.1M | 23k | 47.36 |
| 2024-12-31 | $947k | 20k | 46.61 |
| 2024-09-30 | $775k | 16k | 47.23 |
| 2024-06-30 | $602k | 13k | 46.95 |