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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
2024-03-31 $4.4M 197k 22.32
2023-12-31 $4.8M 205k 23.27

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 esg usd corpt

Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Wealthfront Advisers
CWM
Fisher Investments
Creative Planning
Betterment
Advisor Group Holdings
Babson Capital Management
Park Avenue Securities
Royal Bank of Canada
UBS Group
Bank of New York Mellon
One Wealth Advisors
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt