Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 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 5,235 shares of IYF stock, worth $657,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,235
Previous 5,210 0.48%
Holding current value
$657,882
Previous $587,000 7.84%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$99.23 - $120.99 $2,480 - $3,024
25 Added 0.48%
5,235 $633,000
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
507
Shares Held
19.7M
Call Options Held
27.5K
Put Options Held
48.6K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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