Modera Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 264,127 shares of IVV stock, worth $149 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
264,127
Previous 258,575
2.15%
Holding current value
$149 Million
Previous $149 Million
4.25%
% of portfolio
1.91%
Previous 1.91%
Shares
31 transactions
Others Institutions Holding IVV
# of Institutions
3,866Shares Held
762MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.3 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.8 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.4 Billion17.72% of portfolio