Invera Wealth Advisors, LLC SUSC Holdings History
Invera Wealth Advisors, LLC's iShares ESG USD Corporate Bond ETF Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 232,333.00 shares of iShares ESG USD Corporate Bond ETF(SUSC), totaling $5.36 Mil. This investment constitutes 6.3% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0.48% of the outstanding iShares ESG USD Corporate Bond ETF(SUSC) stock.
The initial trade took place in 2023Q4. And since then Invera Wealth Advisors, LLC has made 4 purchases of SUSC, at an average price of $22.22, for a total of 241,002.00 shares. In addition, there have been 1 sales at an average price of $22.94 for 8,669.00 shares. Based on historical transaction data and SUSC's current price of $23.06, Invera Wealth Advisors, LLC's estimated gain on his SUSC holdings is $202,560.91, reflecting a 3.78% gain to date.
Invera Wealth Advisors, LLC SUSC ($23.06) Holding Chart
Invera Wealth Advisors, LLC SUSC ($23.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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