Ishares Tr shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 67k | 75.74 |
| 2025-06-30 | $5.0M | 68k | 74.44 |
| 2025-03-31 | $4.6M | 69k | 67.34 |
| 2024-12-31 | $4.7M | 70k | 67.20 |
| 2024-09-30 | $4.9M | 71k | 69.23 |
| 2024-06-30 | $4.9M | 70k | 69.45 |
| 2024-03-31 | $4.5M | 69k | 64.63 |
| 2023-12-31 | $4.4M | 69k | 63.88 |