Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,239 shares of HYG stock, worth $327,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,239
Holding current value
$327,250
% of portfolio
0.01%

Shares

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

May 14, 2024
BUY
$76.57 - $77.9 $324,580 - $330,218
4,239 New
4,239 $329,000
Q3 2023

Nov 30, 2023
BUY
$73.48 - $75.65 $221,321 - $227,857
3,012 New
3,012 $222,000
Q2 2022

Jul 27, 2022
SELL
$73.1 - $82.57 $267,326 - $301,958
-3,657 Closed
0 $0
Q1 2022

May 03, 2022
SELL
$79.97 - $86.97 $83,408 - $90,709
-1,043 Reduced 22.19%
3,657 $301,000
Q4 2021

Feb 04, 2022
BUY
$85.37 - $87.5 $42,855 - $43,925
502 Added 11.96%
4,700 $409,000
Q3 2021

Nov 04, 2021
BUY
$86.98 - $88.14 $150,040 - $152,041
1,725 Added 69.75%
4,198 $367,000
Q2 2021

Aug 02, 2021
BUY
$86.61 - $88.04 $1,905 - $1,936
22 Added 0.9%
2,473 $218,000
Q1 2021

Apr 29, 2021
BUY
$85.73 - $87.78 $210,124 - $215,148
2,451 New
2,451 $213,000

Others Institutions Holding HYG

# of Institutions
1,063
Shares Held
239M
Call Options Held
115M
Put Options Held
366M
View Full List

About ISHARES TR

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