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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 69k 64.63
2023-12-31 $4.4M 69k 63.88

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Etf (USXF)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class A cs (GOOGL)
Trane Technologies SHS (TT)
Ishares Tr Esg Eafe Etf Etf (DMXF)
Ishares Tr Esg Awre Usd Etf Etf (SUSC)
Nuveen Esg Large-cap Value Etf Etf (NULV)
Ishares Tr Core Msci Eafe Etf (IEFA)
NVIDIA Corporation (NVDA)
Ishares Tr Egsadvncdmsci Em Etf (EMXF)
Ishares Incorporated Core Msci Emkt Etf (IEMG)
Intercontinental Exchange (ICE)
Ishares Tr Esg Aware Msci Etf (ESML)
S&p Global (SPGI)

View all positions for Invera Wealth Advisors

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Hanson McClain Advisors
Jpmorgan Chase & Co
SigFig Wealth Management
Park Avenue Securities
Advisor Group Holdings
Adviser Investments
Invera Wealth Advisors
Jane Street
Financial Connections Group
UBS Group
HighTower Advisors
One Wealth Advisors
Bank of America Corporation
Klaas Financial Asset Advisors

View all funds holding Ishares Tr