Modera Wealth Management, LLC Ishares Tr Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 2024
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 $539,235. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,210
Previous 5,410
3.7%
Holding current value
$539,235
Previous $517,000
4.84%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IYF
# of Institutions
387Shares Held
15.3MCall Options Held
10.6KPut Options Held
500-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.05MShares$213 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$170 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.25MShares$129 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$124 Million1.81% of portfolio
-
Goldman Sachs Group Inc New York, NY675KShares$69.9 Million0.01% of portfolio