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 8,468 shares of IYR stock, worth $823,089. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,468
Previous 8,518
0.59%
Holding current value
$823,089
Previous $747,000
15.39%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding IYR
# of Institutions
575Shares Held
31.3MCall Options Held
6.83MPut Options Held
5.86M-
Wealth Navi Inc.4.39MShares$427 Million5.11% of portfolio
-
Morgan Stanley New York, NY3.06MShares$297 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$230 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.24MShares$121 Million0.02% of portfolio
-
Wolverine Trading, LLC Chicago, IL1.11MShares$108 Million0.1% of portfolio