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 8,632 shares of IYR stock, worth $752,883. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,632
Previous 8,488 1.7%
Holding current value
$752,883
Previous $775,000 0.13%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$85.32 - $92.22 $12,286 - $13,279
144 Added 1.7%
8,632 $776,000
Q4 2023

Feb 14, 2024
BUY
$73.28 - $92.46 $4,323 - $5,455
59 Added 0.7%
8,488 $775,000
Q3 2023

Nov 30, 2023
SELL
$77.12 - $89.86 $5.14 Million - $5.99 Million
-66,705 Reduced 88.78%
8,429 $658,000
Q3 2023

Nov 01, 2023
BUY
$77.12 - $89.86 $5.15 Million - $6 Million
66,823 Added 804.03%
75,134 $5.87 Million
Q2 2023

Aug 07, 2023
BUY
$80.51 - $86.54 $669,118 - $719,233
8,311 New
8,311 $719,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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