Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 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 4,585 shares of IYH stock, worth $274,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,585
Previous 4,585 -0.0%
Holding current value
$274,366
Previous $280,000 6.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2024
SELL
$58.05 - $61.75 $45,917 - $48,844
-791 Reduced 14.71%
4,585 $280,000
Q1 2024

May 14, 2024
BUY
$60.83 - $309.78 $256,276 - $1.31 Million
4,213 Added 362.25%
5,376 $332,000
Q4 2023

Feb 14, 2024
SELL
$257.23 - $286.28 $51,446 - $57,255
-200 Reduced 14.67%
1,163 $332,000
Q3 2023

Nov 30, 2023
SELL
$270.07 - $286.44 $17.8 Million - $18.9 Million
-66,085 Reduced 97.98%
1,363 $368,000
Q3 2023

Nov 01, 2023
BUY
$270.07 - $286.44 $17.8 Million - $18.9 Million
65,822 Added 4048.09%
67,448 $18.2 Million
Q2 2023

Aug 07, 2023
BUY
$267.13 - $285.74 $142,380 - $152,299
533 Added 48.76%
1,626 $455,000
Q1 2023

May 05, 2023
SELL
$260.66 - $283.72 $260 - $283
-1 Reduced 0.09%
1,093 $298,000
Q2 2022

Jul 27, 2022
SELL
$249.77 - $300.0 $1,498 - $1,800
-6 Reduced 0.55%
1,094 $294,000
Q1 2022

May 03, 2022
BUY
$266.13 - $297.6 $1,596 - $1,785
6 Added 0.55%
1,100 $318,000
Q3 2021

Nov 04, 2021
SELL
$275.57 - $296.34 $1,653 - $1,778
-6 Reduced 0.55%
1,094 $302,000
Q2 2021

Aug 02, 2021
SELL
$251.53 - $273.61 $107,151 - $116,557
-426 Reduced 27.92%
1,100 $300,000
Q1 2021

Apr 29, 2021
BUY
$239.92 - $258.36 $103,645 - $111,611
432 Added 39.49%
1,526 $385,000
Q1 2020

May 12, 2020
SELL
$158.63 - $221.56 $26,808 - $37,443
-169 Reduced 13.38%
1,094 $205,000
Q3 2019

Nov 12, 2019
SELL
$187.31 - $198.79 $18,731 - $19,879
-100 Reduced 7.34%
1,263 $239,000
Q1 2019

May 13, 2019
SELL
$174.36 - $196.3 $3,312 - $3,729
-19 Reduced 1.37%
1,363 $264,000
Q3 2018

Nov 13, 2018
BUY
$178.76 - $202.9 $178 - $202
1 Added 0.07%
1,382 $280,000
Q3 2017

Nov 14, 2017
SELL
$170.7 - $171.86 $1,877 - $1,890
-11 Reduced 0.79%
1,381 $237,000
Q2 2017

Aug 10, 2017
BUY
N/A
1,392
1,392 $231,000

Others Institutions Holding IYH

# of Institutions
550
Shares Held
23.5M
Call Options Held
26K
Put Options Held
500
View Full List

About ISHARES TR

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