Modera Wealth Management, LLC ISHARES GOLD TR Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 02, 2021
SELL
N/A
-55,602 Closed
0 $0
Q1 2021

Apr 29, 2021
BUY
N/A
396 Added 0.72%
55,602 $904,000
Q4 2020

Feb 11, 2021
BUY
N/A
470 Added 0.86%
55,206 $1 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-250 Reduced 0.45%
54,736 $985,000
Q2 2020

Aug 12, 2020
SELL
N/A
-2,855 Reduced 4.94%
54,986 $934,000
Q1 2020

May 12, 2020
SELL
N/A
-6,807 Reduced 10.53%
57,841 $872,000
Q4 2019

Feb 05, 2020
SELL
N/A
-2,655 Reduced 3.94%
64,648 $937,000
Q3 2019

Nov 12, 2019
SELL
N/A
-1,748 Reduced 2.53%
67,303 $949,000
Q2 2019

Aug 07, 2019
SELL
N/A
-8,487 Reduced 10.95%
69,051 $932,000
Q1 2019

May 13, 2019
BUY
N/A
937 Added 1.22%
77,538 $960,000
Q4 2018

Feb 14, 2019
SELL
N/A
-8,820 Reduced 10.33%
76,601 $941,000
Q3 2018

Nov 13, 2018
SELL
N/A
-5,501 Reduced 6.05%
85,421 $976,000
Q2 2018

Aug 10, 2018
SELL
N/A
-18,693 Reduced 17.05%
90,922 $1.09 Million
Q1 2018

May 10, 2018
SELL
N/A
-678 Reduced 0.61%
109,615 $1.4 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-32,199 Reduced 22.6%
110,293 $1.38 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-11,701 Reduced 7.59%
142,492 $1.75 Million
Q2 2017

Aug 10, 2017
BUY
N/A
154,193
154,193 $1.84 Million
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