Modera Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 67,363 shares of IWB stock, worth $20.3 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
67,363
Previous 67,252 0.17%
Holding current value
$20.3 Million
Previous $17.6 Million 10.01%
% of portfolio
0.3%
Previous 0.29%

Shares

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

May 14, 2024
BUY
$257.46 - $288.1 $28,578 - $31,979
111 Added 0.17%
67,363 $19.4 Million
Q4 2023

Feb 14, 2024
SELL
$225.16 - $263.17 $44,131 - $51,581
-196 Reduced 0.29%
67,252 $17.6 Million
Q3 2023

Nov 30, 2023
BUY
$234.05 - $252.17 $11.9 Million - $12.8 Million
50,914 Added 307.94%
67,448 $15.8 Million
Q3 2023

Nov 01, 2023
SELL
$234.05 - $252.17 $12 Million - $12.9 Million
-51,270 Reduced 75.62%
16,534 $3.88 Million
Q2 2023

Aug 07, 2023
BUY
$221.85 - $243.74 $809,752 - $889,651
3,650 Added 5.69%
67,804 $16.5 Million
Q1 2023

May 05, 2023
SELL
$208.78 - $230.55 $59,919 - $66,167
-287 Reduced 0.45%
64,154 $14.4 Million
Q4 2022

Feb 07, 2023
BUY
$205.85 - $224.49 $157,886 - $172,183
767 Added 1.2%
64,441 $13.6 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-1,002 Reduced 1.55%
63,674 $12.6 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-3,749 Reduced 5.48%
64,676 $13.4 Million
Q1 2022

May 03, 2022
SELL
N/A
-2,322 Reduced 3.28%
68,425 $17.1 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-4,612 Reduced 6.12%
70,747 $18.7 Million
Q3 2021

Nov 04, 2021
BUY
N/A
1,760 Added 2.39%
75,359 $18.2 Million
Q2 2021

Aug 02, 2021
SELL
N/A
-2,278 Reduced 3.0%
73,599 $17.8 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-2,949 Reduced 3.74%
75,877 $17 Million
Q4 2020

Feb 11, 2021
BUY
N/A
618 Added 0.79%
78,826 $16.7 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-2,165 Reduced 2.69%
78,208 $14.6 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-5,724 Reduced 6.65%
80,373 $13.8 Million
Q1 2020

May 12, 2020
SELL
N/A
-4,544 Reduced 5.01%
86,097 $12.2 Million
Q4 2019

Feb 05, 2020
SELL
N/A
-3,611 Reduced 3.83%
90,641 $16.2 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-2,057 Reduced 2.14%
94,252 $15.5 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-4,032 Reduced 4.02%
96,309 $15.7 Million
Q1 2019

May 13, 2019
SELL
N/A
-1,403 Reduced 1.38%
100,341 $15.8 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,481 Reduced 2.38%
101,744 $14.1 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-864 Reduced 0.82%
104,225 $16.9 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-4,746 Reduced 4.32%
105,089 $16 Million
Q1 2018

May 10, 2018
SELL
N/A
-5,766 Reduced 4.99%
109,835 $16.1 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-1,636 Reduced 1.4%
115,601 $17.2 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-163 Reduced 0.14%
117,237 $16.4 Million
Q2 2017

Aug 10, 2017
BUY
N/A
117,400
117,400 $15.9 Million

Others Institutions Holding IWB

# of Institutions
1,295
Shares Held
95.6M
Call Options Held
61.3K
Put Options Held
158K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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