Modera Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,115 shares of IJK stock, worth $892,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,115
Previous 7,999 13.95%
Holding current value
$892,631
Previous $704,000 18.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024
BUY
$84.81 - $93.54 $94,647 - $104,390
1,116 Added 13.95%
9,115 $837,000
Q2 2024

Jul 29, 2024
BUY
$84.85 - $91.12 $321,072 - $344,798
3,784 Added 89.77%
7,999 $704,000
Q1 2024

May 14, 2024
SELL
$76.81 - $91.25 $25,808 - $30,660
-336 Reduced 7.38%
4,215 $384,000
Q4 2023

Feb 14, 2024
SELL
$67.78 - $80.04 $11,861 - $14,007
-175 Reduced 3.7%
4,551 $360,000
Q3 2023

Nov 30, 2023
SELL
$71.48 - $77.94 $2.01 Million - $2.19 Million
-28,134 Reduced 85.62%
4,726 $341,000
Q3 2023

Nov 01, 2023
BUY
$71.48 - $77.94 $1.99 Million - $2.17 Million
27,799 Added 549.28%
32,860 $2.37 Million
Q2 2023

Aug 07, 2023
BUY
$69.13 - $75.0 $123,535 - $134,025
1,787 Added 54.58%
5,061 $379,000
Q4 2022

Feb 07, 2023
SELL
$63.9 - $72.95 $2,300 - $2,626
-36 Reduced 1.09%
3,274 $223,000
Q3 2022

Nov 01, 2022
SELL
$62.35 - $75.79 $32,172 - $39,107
-516 Reduced 13.49%
3,310 $209,000
Q2 2022

Jul 27, 2022
BUY
$61.85 - $78.06 $20,596 - $25,993
333 Added 9.53%
3,826 $244,000
Q1 2022

May 03, 2022
SELL
$72.34 - $85.19 $11,502 - $13,545
-159 Reduced 4.35%
3,493 $270,000
Q4 2021

Feb 04, 2022
SELL
$79.13 - $87.9 $28,724 - $31,907
-363 Reduced 9.04%
3,652 $311,000
Q3 2021

Nov 04, 2021
BUY
$77.71 - $83.6 $36,290 - $39,041
467 Added 13.16%
4,015 $318,000
Q4 2020

Feb 11, 2021
BUY
$60.53 - $72.82 $160,101 - $192,608
2,645 Added 292.91%
3,548 $257,000
Q3 2020

Nov 12, 2020
SELL
$55.44 - $62.69 $2,772 - $3,134
-50 Reduced 5.25%
903 $216,000
Q2 2020

Aug 12, 2020
BUY
$41.56 - $59.34 $39,606 - $56,551
953 New
953 $213,000

Others Institutions Holding IJK

# of Institutions
934
Shares Held
73.6M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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