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Ishares Tr msci usa small shares owned by Invera Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Invera Wealth Advisors from 13F filings

Historical chart of Invera Wealth Advisors investment in Ishares Tr msci usa small

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa small 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 msci usa small by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6M 91k 39.60
2024-03-31 $3.3M 90k 36.99
2023-12-31 $3.4M 89k 38.01

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Exchange Traded Funds (USXF)
Nvidia Corporation Common (NVDA)
Jpmorgan Chase Company Common (JPM)
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 Incorporated Core Msci Emkt Exchange Traded Funds (IEMG)
Nuveen Esg Large Cap Value Etf Exchange Traded Funds (NULV)
Ishares Tr Egsadvncdmsci Em Exchange Traded Funds (EMXF)
Intercontinental Exchange Incorporated Common (ICE)
Sp Global Incorporated Common (SPGI)
Ishares Tr Esg Aware Msci Exchange Traded Funds (ESML)
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 msci usa small

Tiaa Trust, National Association
Putnam Fl Investment Management
Goldman Sachs Group
Bank of America Corporation
Creative Planning
Fiduciary Trust Company
Vontobel Holding
M^T Bank Corporation
BlackRock
Pathstone Holdings
Acorns Advisers
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Citizens Financial Group
Commonwealth Equity Services

View all funds holding Ishares Tr msci usa small