Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	BUY	$109.99 - $110.5 $4.75 Million - $4.77 Million	43,180 New	43,180 $4.77 Million
Q3 2019 Nov 12, 2019	SELL	$110.45 - $110.67 $2.88 Million - $2.88 Million	-26,061 Closed	0 $0
Q1 2019 May 13, 2019	SELL	$110.31 - $110.57 $271,583 - $272,223	-2,462 Reduced 8.63%	26,061 $2.88 Million
Q3 2018 Nov 13, 2018	BUY	N/A	9,064 Added 46.58%	28,523 $3.15 Million
Q1 2018 May 10, 2018	BUY	N/A	19,459 New	19,459 $2.15 Million

725

103M

3.8K

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