Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

$8.42 Billion
Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,489 shares of IXUS stock, worth $462,503. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,489

Previous 4,155 32.11%

Holding current value

$462,503

Previous $321,000 41.12%

% of portfolio

0.01%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$76.35 - $82.58 $101,850 - $110,161	1,334 Added 32.11%	5,489 $453,000
Q2 2025 Aug 06, 2025	BUY	$62.37 - $77.63 $14,407 - $17,932	231 Added 5.89%	4,155 $321,000
Q1 2025 May 08, 2025	BUY	$65.06 - $72.31 $6,831 - $7,592	105 Added 2.75%	3,924 $273,000
Q4 2024 Feb 05, 2025	BUY	$65.95 - $72.56 $8,375 - $9,215	127 Added 3.44%	3,819 $252,000
Q3 2024 Oct 24, 2024	SELL	$64.9 - $73.35 $32,190 - $36,381	-496 Reduced 11.84%	3,692 $268,000

Q2 2024 Jul 29, 2024	BUY	$65.1 - $70.07 $62,300 - $67,056	957 Added 29.62%	4,188 $282,000
Q1 2024 May 14, 2024	BUY	$62.39 - $67.92 $201,582 - $219,449	3,231 New	3,231 $219,000
Q1 2023 May 05, 2023	BUY	$58.3 - $63.56 $194,605 - $212,163	3,338 New	3,338 $206,000
Q1 2022 May 03, 2022	SELL	$61.54 - $72.2 $178,712 - $209,668	-2,904 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$71.2 - $75.53 $206,764 - $219,339	2,904 New	2,904 $213,000

Others Institutions Holding IXUS

# of Institutions

957

Shares Held

508M

Call Options Held

14.3K

Put Options Held

7.4K

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

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Modera Wealth Management, LLC Ishares Tr Transaction History