A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Modera Wealth Management, LLC holds 15,346 shares of SUSC stock, worth $347,279. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,346
Previous 15,005 2.27%
Holding current value
$347,279
Previous $349,000 0.86%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$22.66 - $23.29 $7,727 - $7,941
341 Added 2.27%
15,346 $352,000
Q4 2023

Feb 14, 2024

BUY
$21.11 - $23.38 $1,329 - $1,472
63 Added 0.42%
15,005 $349,000
Q3 2023

Nov 30, 2023

BUY
$21.72 - $22.83 $324,540 - $341,125
14,942 New
14,942 $325,000
Q2 2023

Aug 07, 2023

BUY
$22.41 - $23.18 $335,612 - $347,143
14,976 New
14,976 $340,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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.