Modera Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,012 shares of IYW stock, worth $727,937. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,012
Previous 3,989 0.58%
Holding current value
$727,937
Previous $636,000 11.48%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$140.44 - $166.79 $3,230 - $3,836
23 Added 0.58%
4,012 $563,000
Q4 2024

Feb 05, 2025
SELL
$148.14 - $166.23 $1,036 - $1,163
-7 Reduced 0.18%
3,989 $636,000
Q3 2024

Oct 24, 2024
BUY
$133.16 - $158.73 $932 - $1,111
7 Added 0.18%
3,996 $605,000
Q1 2024

May 14, 2024
BUY
$117.5 - $136.59 $23,735 - $27,591
202 Added 5.33%
3,989 $538,000
Q4 2023

Feb 14, 2024
SELL
$101.31 - $123.31 $36,572 - $44,514
-361 Reduced 8.7%
3,787 $464,000
Q3 2023

Nov 30, 2023
SELL
$103.39 - $113.67 $12.3 Million - $13.6 Million
-119,237 Reduced 96.64%
4,148 $435,000
Q3 2023

Nov 01, 2023
BUY
$103.39 - $113.67 $12.3 Million - $13.5 Million
118,979 Added 2700.39%
123,385 $12.9 Million
Q2 2023

Aug 07, 2023
BUY
$88.68 - $109.37 $184,277 - $227,270
2,078 Added 89.26%
4,406 $479,000
Q1 2023

May 05, 2023
BUY
$72.54 - $92.81 $168,873 - $216,061
2,328 New
2,328 $216,000
Q2 2022

Jul 27, 2022
SELL
$77.53 - $105.04 $12,404 - $16,806
-160 Reduced 5.95%
2,529 $202,000
Q1 2022

May 03, 2022
BUY
$90.78 - $115.41 $14,524 - $18,465
160 Added 6.33%
2,689 $277,000
Q4 2020

Feb 11, 2021
BUY
$73.15 - $85.83 $184,996 - $217,064
2,529 New
2,529 $216,000

Others Institutions Holding IYW

# of Institutions
1,257
Shares Held
86.2M
Call Options Held
339K
Put Options Held
144K
View Full List

About ISHARES DJ US TECH ETF

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