Modera Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

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 11,457 shares of SUSC stock, worth $265,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,457
Previous 11,103 3.19%
Holding current value
$265,916
Previous $252,000 7.94%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024
BUY
$22.51 - $23.92 $7,968 - $8,467
354 Added 3.19%
11,457 $272,000
Q2 2024

Jul 29, 2024
SELL
$22.25 - $22.94 $94,406 - $97,334
-4,243 Reduced 27.65%
11,103 $252,000
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

# of Institutions
253
Shares Held
39.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

SUSC Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email