Modera Wealth Management, LLC Ishares Core High Dividend ETF Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,512 shares of HDV stock, worth $424,776. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,512
Previous 3,323 5.69%
Holding current value
$424,776
Previous $361,000 14.4%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$107.62 - $118.76 $20,340 - $22,445
189 Added 5.69%
3,512 $413,000
Q1 2024

May 14, 2024
SELL
$101.8 - $110.21 $1,425 - $1,542
-14 Reduced 0.42%
3,323 $366,000
Q3 2023

Nov 30, 2023
BUY
$98.89 - $104.38 $329,995 - $348,316
3,337 New
3,337 $329,000
Q4 2022

Feb 07, 2023
SELL
$93.56 - $108.19 $6,736 - $7,789
-72 Reduced 1.94%
3,642 $379,000
Q4 2021

Feb 04, 2022
BUY
$94.51 - $100.99 $351,010 - $375,076
3,714 New
3,714 $375,000

Others Institutions Holding HDV

# of Institutions
799
Shares Held
48.2M
Call Options Held
822K
Put Options Held
56K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email