Modera Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Modera Wealth Management, LLC holds 16,896 shares of AOK stock, worth $627,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,896
Previous 16,724 1.03%
Holding current value
$627,517
Previous $604,000 2.98%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$35.65 - $36.85 $6,131 - $6,338
172 Added 1.03%
16,896 $622,000
Q4 2023

Feb 14, 2024
BUY
$33.17 - $36.3 $6,302 - $6,896
190 Added 1.15%
16,724 $604,000
Q3 2023

Nov 30, 2023
BUY
$33.87 - $35.64 $560,006 - $589,271
16,534 New
16,534 $561,000
Q1 2023

May 05, 2023
BUY
$33.78 - $35.5 $8,140 - $8,555
241 Added 1.48%
16,534 $578,000
Q3 2022

Nov 01, 2022
BUY
$33.05 - $35.96 $4,296 - $4,674
130 Added 0.8%
16,293 $531,000
Q3 2021

Nov 04, 2021
BUY
$39.5 - $40.38 $638,438 - $652,661
16,163 New
16,163 $638,000

Others Institutions Holding AOK

# of Institutions
159
Shares Held
5.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
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