Modera Wealth Management, LLC Ishares Tr Russell 200 Growth 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	$152.69 - $164.44 $6.46 Million - $6.96 Million	42,325 New	42,325 $6.51 Million

Others Institutions Holding IWY

# of Institutions

530

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.54 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.4 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.24 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.18 Billion
16.88% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$485 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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