Modera Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,200 shares of SDG stock, worth $770,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,200
Previous 11,500 20.0%
Holding current value
$770,224
Previous $872,000 12.27%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$75.87 - $83.26 $174,501 - $191,498
-2,300 Reduced 20.0%
9,200 $765,000
Q2 2025

Aug 06, 2025
BUY
$65.66 - $77.49 $151,018 - $178,227
2,300 Added 25.0%
11,500 $872,000
Q4 2024

Feb 05, 2025
BUY
$71.56 - $85.77 $658,352 - $789,084
9,200 New
9,200 $658,000

Others Institutions Holding SDG

# of Institutions
112
Shares Held
934K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

SDG Quotes by TradingView
  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
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