Modera Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$65.37 - $69.65 $785,028 - $836,426	12,009 New	12,009 $785,000

Others Institutions Holding IWX

# of Institutions

196

Shares Held

51.1M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$880 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$674 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$569 Million
1.99% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$500 Million
0.16% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$479 Million
7.1% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

Track This Portfolio

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.