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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
2024-09-30 $8.9M 171k 52.13
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)
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

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

View all funds holding Ishares Tr