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 $849,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,468
Previous 8,518 0.59%
Holding current value
$849,848
Previous $747,000 15.39%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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