Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 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 4,936 shares of IYJ stock, worth $588,667. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,936
Previous 4,726 4.44%
Holding current value
$588,667
Previous $540,000 14.81%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
318
Shares Held
6.18M
Call Options Held
3.6K
Put Options Held
9.8K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email