Modera Wealth Management, LLC Ishares Tr Msci Usa Esg Select Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,355 shares of SUSA stock, worth $666,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,355
Previous 5,989 10.59%
Holding current value
$666,751
Previous $672,000 4.17%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$108.44 - $120.37 $68,750 - $76,314
-634 Reduced 10.59%
5,355 $644,000
Q2 2024

Jul 29, 2024
SELL
$102.41 - $112.98 $42,909 - $47,338
-419 Reduced 6.54%
5,989 $672,000
Q1 2024

May 14, 2024
SELL
$98.48 - $109.17 $2,462 - $2,729
-25 Reduced 0.39%
6,408 $699,000
Q4 2023

Feb 14, 2024
BUY
$85.36 - $100.86 $5,975 - $7,060
70 Added 1.1%
6,433 $646,000
Q3 2023

Nov 30, 2023
BUY
$89.49 - $97.11 $447,450 - $485,550
5,000 Added 366.84%
6,363 $572,000
Q3 2023

Nov 01, 2023
SELL
$89.49 - $97.11 $447,450 - $485,550
-5,000 Reduced 78.58%
1,363 $122,000
Q2 2023

Aug 07, 2023
BUY
$85.65 - $93.64 $213,011 - $232,882
2,487 Added 64.16%
6,363 $595,000
Q4 2022

Feb 07, 2023
BUY
$75.77 - $88.09 $3,788 - $4,404
50 Added 1.31%
3,876 $319,000
Q3 2022

Nov 01, 2022
SELL
$75.91 - $92.66 $118,115 - $144,178
-1,556 Reduced 28.91%
3,826 $290,000
Q2 2022

Jul 27, 2022
BUY
$78.1 - $97.98 $121,523 - $152,456
1,556 Added 40.67%
5,382 $434,000
Q1 2022

May 03, 2022
BUY
$89.45 - $106.35 $3,578 - $4,254
40 Added 1.06%
3,826 $371,000
Q4 2021

Feb 04, 2022
BUY
$95.76 - $106.67 $10,533 - $11,733
110 Added 2.99%
3,786 $402,000
Q2 2021

Aug 02, 2021
SELL
$88.83 - $95.54 $12,169 - $13,088
-137 Reduced 3.59%
3,676 $351,000
Q1 2021

Apr 29, 2021
BUY
$81.34 - $87.82 $11,143 - $12,031
137 Added 3.73%
3,813 $335,000
Q4 2020

Feb 11, 2021
BUY
$72.19 - $82.34 $132,685 - $151,340
1,838 Added 100.0%
3,676 $303,000
Q3 2019

Nov 12, 2019
BUY
$61.15 - $62.5 $112,393 - $114,875
1,838 New
1,838 $227,000
Q2 2019

Aug 07, 2019
SELL
N/A
-1,838 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
1,838 New
1,838 $217,000

Others Institutions Holding SUSA

# of Institutions
503
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email