Modera Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Modera Wealth Management, LLC holds 365,243 shares of IUSG stock, worth $60.3 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
365,243
Previous 379,455 3.75%
Holding current value
$60.3 Million
Previous $57.1 Million 5.3%
% of portfolio
0.71%
Previous 0.72%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$148.97 - $165.88 $2.12 Million - $2.36 Million
-14,212 Reduced 3.75%
365,243 $60.1 Million
Q2 2025

Aug 06, 2025
BUY
$113.67 - $150.4 $16.3 Million - $21.6 Million
143,536 Added 60.84%
379,455 $57.1 Million
Q1 2025

May 08, 2025
BUY
$126.86 - $146.45 $1.06 Million - $1.22 Million
8,321 Added 3.66%
235,919 $30 Million
Q4 2024

Feb 05, 2025
SELL
$129.96 - $144.97 $87,463 - $97,564
-673 Reduced 0.29%
227,598 $31.7 Million
Q3 2024

Oct 24, 2024
BUY
$116.79 - $133.54 $326,661 - $373,511
2,797 Added 1.24%
228,271 $30.1 Million
Q2 2024

Jul 29, 2024
SELL
$109.98 - $128.59 $778,548 - $910,288
-7,079 Reduced 3.04%
225,474 $28.7 Million
Q1 2024

May 14, 2024
SELL
$100.95 - $117.92 $133,556 - $156,008
-1,323 Reduced 0.57%
232,553 $27.3 Million
Q4 2023

Feb 14, 2024
BUY
$91.06 - $104.51 $412,319 - $473,221
4,528 Added 1.97%
233,876 $24.3 Million
Q3 2023

Nov 30, 2023
BUY
$94.27 - $100.74 $21.6 Million - $23.1 Million
229,348 New
229,348 $21.7 Million
Q2 2023

Aug 07, 2023
BUY
$87.77 - $97.64 $3.01 Million - $3.35 Million
34,292 Added 17.34%
232,022 $22.7 Million
Q1 2023

May 05, 2023
SELL
$79.81 - $88.77 $13.8 Million - $15.4 Million
-173,072 Reduced 46.68%
197,730 $17.6 Million
Q4 2022

Feb 07, 2023
BUY
$78.88 - $88.47 $11.7 Million - $13.1 Million
148,600 Added 66.88%
370,802 $30.2 Million
Q3 2022

Nov 01, 2022
BUY
$80.18 - $99.02 $1.24 Million - $1.53 Million
15,458 Added 7.48%
222,202 $17.8 Million
Q2 2022

Jul 27, 2022
SELL
$80.61 - $107.49 $483,660 - $644,940
-6,000 Reduced 2.82%
206,744 $17.3 Million
Q1 2022

May 03, 2022
BUY
$94.61 - $116.48 $19 Million - $23.4 Million
201,285 Added 1756.57%
212,744 $22.5 Million
Q4 2021

Feb 04, 2022
BUY
$101.4 - $117.16 $1.16 Million - $1.34 Million
11,459 New
11,459 $1.33 Million

About ISHARES CORE S&P U.S GROWTH ET

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