Modera Wealth Management, LLC Ishares Tr 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	$154.42 - $169.5 $44.8 Million - $49.2 Million	289,974 New	289,974 $44.8 Million

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$124 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$120 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$92.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$80.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46.2 Million
0.02% of portfolio

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