Modera Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Modera Wealth Management, LLC holds 52,880 shares of IWP stock, worth $7.33 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

52,880

Previous 52,950 0.13%

Holding current value

$7.33 Million

Previous $6.22 Million 17.87%

% of portfolio

0.09%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$104.34 - $138.68 $7,303 - $9,707	-70 Reduced 0.13%	52,880 $7.33 Million
Q1 2025 May 08, 2025	SELL	$114.9 - $139.6 $2,872 - $3,490	-25 Reduced 0.05%	52,950 $6.22 Million
Q3 2024 Oct 24, 2024	SELL	$103.87 - $117.59 $59,725 - $67,614	-575 Reduced 1.07%	52,975 $6.21 Million
Q2 2024 Jul 29, 2024	SELL	$105.7 - $113.43 $35,832 - $38,452	-339 Reduced 0.63%	53,550 $5.91 Million
Q1 2024 May 14, 2024	SELL	$100.66 - $114.14 $102,471 - $116,194	-1,018 Reduced 1.85%	53,889 $6.15 Million
Q4 2023 Feb 14, 2024	SELL	$85.66 - $105.12 $57,734 - $70,850	-674 Reduced 1.21%	54,907 $5.74 Million
Q3 2023 Nov 30, 2023	BUY	$89.97 - $100.32 $4.39 Million - $4.9 Million	48,825 Added 722.69%	55,581 $5.08 Million
Q3 2023 Nov 01, 2023	SELL	$89.97 - $100.32 $4.47 Million - $4.99 Million	-49,720 Reduced 88.04%	6,756 $617,000
Q2 2023 Aug 07, 2023	BUY	$87.72 - $96.63 $3.03 Million - $3.34 Million	34,524 Added 157.27%	56,476 $5.46 Million
Q4 2022 Feb 07, 2023	SELL	$77.4 - $89.88 $44,118 - $51,231	-570 Reduced 2.53%	21,952 $1.84 Million
Q2 2022 Jul 27, 2022	SELL	$75.41 - $102.47 $52,937 - $71,933	-702 Reduced 3.02%	22,522 $1.78 Million
Q1 2022 May 03, 2022	BUY	$89.52 - $114.03 $28,735 - $36,603	321 Added 1.4%	23,224 $2.33 Million
Q4 2021 Feb 04, 2022	BUY	$109.8 - $123.28 $2.51 Million - $2.82 Million	22,903 New	22,903 $2.64 Million

Others Institutions Holding IWP

# of Institutions

1,271

Shares Held

132M

Call Options Held

130K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Modera Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History