Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 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 5,210 shares of IYF stock, worth $641,194. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,210
Previous 5,210 -0.0%
Holding current value
$641,194
Previous $576,000 1.91%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$89.39 - $96.85 $17,878 - $19,370
-200 Reduced 3.7%
5,210 $492,000
Q4 2023

Feb 14, 2024
SELL
$70.7 - $85.68 $21,351 - $25,875
-302 Reduced 5.29%
5,410 $462,000
Q3 2023

Nov 30, 2023
SELL
$73.99 - $79.98 $7.19 Million - $7.77 Million
-97,122 Reduced 94.45%
5,712 $427,000
Q3 2023

Nov 01, 2023
BUY
$73.99 - $79.98 $7.21 Million - $7.79 Million
97,424 Added 1800.81%
102,834 $7.69 Million
Q2 2023

Aug 07, 2023
BUY
$68.91 - $74.74 $372,803 - $404,343
5,410 New
5,410 $403,000

Others Institutions Holding IYF

# of Institutions
479
Shares Held
21.2M
Call Options Held
45.1K
Put Options Held
38.5K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email