Invera Wealth Advisors »

Ishares Tr shares owned by Invera Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (EMXF) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 113k 40.69
2024-06-30 $4.2M 111k 37.95
2024-03-31 $3.8M 109k 34.40
2023-12-31 $3.6M 101k 35.50

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Exchange Traded Funds (USXF)
Jpmorgan Chase Company Common (JPM)
Nvidia Corporation Common (NVDA)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Ishares Tr Esg Awre Usd Etf Exchange Traded Funds (SUSC)
Ishares Tr Esg Eafe Etf Exchange Traded Funds (DMXF)
Ishares Tr Core Msci Eafe Exchange Traded Funds (IEFA)
Ishares Tr Egsadvncdmsci Em Exchange Traded Funds (EMXF)
Ishares Incorporated Core Msci Emkt Exchange Traded Funds (IEMG)
Ishares Tr Esg Aware Msci Exchange Traded Funds (ESML)
Nuveen Esg Large Cap Value Etf Exchange Traded Funds (NULV)
Intercontinental Exchange Incorporated Common (ICE)
Sp Global Incorporated Common (SPGI)
Iqvia Hldgs Incorporated Common (IQV)
Nuveen Esg Mid Cap Value Etf Exchange Traded Funds (NUMV)

View all positions for Invera Wealth Advisors

Top funds holding Ishares Tr

Sei Investments
Invera Wealth Advisors
Balanced Rock Investment Advisors
Bailard
Adviser Investments
Federation des caisses Desjardins du Quebec
Walkner Condon Financial Advisors
Atlantic Private Wealth
Values Added Financial
Old Mission Capital
Lazard Asset Management
Citadel Advisors
Pathstone Holdings
Clarius
Gould Asset Management

View all funds holding Ishares Tr