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 4,937 shares of IYJ stock, worth $701,893. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,937
Previous 4,936 0.02%
Holding current value
$701,893
Previous $589,000 11.88%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
316
Shares Held
6.06M
Call Options Held
29.4K
Put Options Held
0
View Full List

About ISHARES TR

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