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Ishares Tr shares owned by Invera Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (USXF) 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
2024-06-30 $8.0M 169k 47.63
2024-03-31 $7.0M 167k 42.22
2023-12-31 $6.7M 168k 39.82

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

Envestnet Asset Management
BlackRock
Envestnet Portfolio Solutions
SigFig Wealth Management
Adviser Investments
LPL Financial
Jpmorgan Chase & Co
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Mml Investors Services
Federation des caisses Desjardins du Quebec
Cetera Investment Advisers
Financial Connections Group
Spinnaker Trust

View all funds holding Ishares Tr