Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

  • $6.75 Billion
  • Q2 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 213,557 shares of MBB stock, worth $20.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
213,557
Previous 178,543 19.61%
Holding current value
$20.2 Million
Previous $16.5 Million 18.82%
% of portfolio
0.29%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
BUY
$89.41 - $92.64 $3.13 Million - $3.24 Million
35,014 Added 19.61%
213,557 $19.6 Million
Q1 2024

May 14, 2024
BUY
$91.2 - $93.98 $644,236 - $663,874
7,064 Added 4.12%
178,543 $16.5 Million
Q4 2023

Feb 14, 2024
BUY
$85.82 - $94.55 $5.89 Million - $6.49 Million
68,645 Added 66.75%
171,479 $16.1 Million
Q3 2023

Nov 30, 2023
BUY
$88.51 - $93.81 $9.1 Million - $9.65 Million
102,834 New
102,834 $9.13 Million
Q2 2023

Aug 07, 2023
BUY
$92.54 - $95.74 $7.69 Million - $7.95 Million
83,075 New
83,075 $7.75 Million

Others Institutions Holding MBB

# of Institutions
909
Shares Held
311M
Call Options Held
242K
Put Options Held
1.64M
View Full List

About ISHARES TR

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