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Invera Wealth Advisors »

Ishares Tr esg usd corpt shares owned by Invera Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Invera Wealth Advisors from 13F filings

Historical chart of Invera Wealth Advisors investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt 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 esg usd corpt by Invera Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$4.9M	214k	23.00
2024-03-31	$4.4M	197k	22.32
2023-12-31	$4.8M	205k	23.27

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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 esg usd corpt

Envestnet Asset Management

Jpmorgan Chase & Co

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Wealthfront Advisers

Babson Capital Management

Fisher Investments

Creative Planning

Acorns Advisers

Cetera Investment Advisers

Park Avenue Securities

Mml Investors Services

View all funds holding Ishares Tr esg usd corpt

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