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 6,946 shares of IYR stock, worth $658,480. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,946

Previous 7,699 9.78%

Holding current value

$658,480

Previous $737,000 10.72%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$84.48 - $96.25 $63,613 - $72,476	-753 Reduced 9.78%	6,946 $658,000
Q1 2025 May 08, 2025	SELL	$89.49 - $98.98 $47,698 - $52,756	-533 Reduced 6.47%	7,699 $737,000
Q4 2024 Feb 05, 2025	SELL	$90.74 - $102.87 $21,414 - $24,277	-236 Reduced 2.79%	8,232 $766,000
Q3 2024 Oct 24, 2024	SELL	$86.93 - $103.61 $4,346 - $5,180	-50 Reduced 0.59%	8,468 $862,000
Q2 2024 Jul 29, 2024	SELL	$81.6 - $89.23 $9,302 - $10,172	-114 Reduced 1.32%	8,518 $747,000
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

575

Shares Held

43.6M

Call Options Held

5.77M

Put Options Held

4.51M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Modera Wealth Management, LLC Ishares Tr Transaction History