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 5,614 shares of IYJ stock, worth $825,482. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,614

Previous 4,938 13.69%

Holding current value

$825,482

Previous $642,000 24.3%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$115.07 - $142.31 $77,787 - $96,201	676 Added 13.69%	5,614 $798,000
Q1 2025 May 08, 2025	BUY	$127.48 - $142.0 $127 - $142	1 Added 0.02%	4,938 $642,000
Q3 2024 Oct 24, 2024	BUY	$118.32 - $133.67 $118 - $133	1 Added 0.02%	4,937 $659,000
Q1 2024 May 14, 2024	BUY	$111.23 - $125.71 $23,358 - $26,399	210 Added 4.44%	4,936 $620,000
Q3 2023 Nov 30, 2023	SELL	$100.31 - $109.74 $17.5 Million - $19.2 Million	-174,868 Reduced 97.37%	4,726 $476,000
Q3 2023 Nov 01, 2023	BUY	$100.31 - $109.74 $17.5 Million - $19.2 Million	174,769 Added 3622.16%	179,594 $18.1 Million
Q2 2023 Aug 07, 2023	BUY	$96.6 - $106.04 $466,095 - $511,643	4,825 New	4,825 $511,000

Others Institutions Holding IYJ

# of Institutions

352

Shares Held

8.08M

Call Options Held

9.2K

Put Options Held

2.8K

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About ISHARES TR

Ticker IYJ
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Modera Wealth Management, LLC Ishares Tr Transaction History