Modera Wealth Management, LLC Russell Micro Cap ETF Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 6,512 shares of IWC stock, worth $966,771. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,512
Previous 7,987 18.47%
Holding current value
$966,771
Previous $1.02 Million 4.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2025
SELL
$127.86 - $151.39 $188,593 - $223,300
-1,475 Reduced 18.47%
6,512 $970,000
Q1 2025

May 08, 2025
SELL
$110.91 - $133.46 $41,036 - $49,380
-370 Reduced 4.43%
7,987 $885,000
Q4 2024

Feb 05, 2025
BUY
$120.3 - $138.84 $66,766 - $77,056
555 Added 7.11%
8,357 $1.09 Million
Q3 2024

Oct 24, 2024
BUY
$112.21 - $129.46 $34,560 - $39,873
308 Added 4.11%
7,802 $962,000
Q2 2024

Jul 29, 2024
BUY
$109.35 - $119.81 $419,247 - $459,351
3,834 Added 104.75%
7,494 $854,000
Q4 2023

Feb 14, 2024
SELL
$90.78 - $118.63 $56,102 - $73,313
-618 Reduced 14.45%
3,660 $424,000
Q3 2023

Nov 30, 2023
BUY
$99.15 - $115.3 $424,163 - $493,253
4,278 New
4,278 $428,000
Q4 2022

Feb 07, 2023
BUY
$103.28 - $114.29 $103 - $114
1 Added 0.02%
4,278 $461,000
Q2 2022

Jul 27, 2022
BUY
$103.11 - $130.99 $1,649 - $2,095
16 Added 0.38%
4,277 $445,000
Q1 2022

May 03, 2022
SELL
$119.81 - $142.34 $2,036 - $2,419
-17 Reduced 0.4%
4,261 $549,000
Q4 2021

Feb 04, 2022
BUY
$134.03 - $156.72 $3,618 - $4,231
27 Added 0.64%
4,278 $598,000
Q1 2021

Apr 29, 2021
SELL
$117.96 - $158.51 $5,780 - $7,766
-49 Reduced 1.14%
4,251 $625,000
Q1 2020

May 12, 2020
BUY
$57.05 - $101.1 $245,315 - $434,730
4,300 New
4,300 $288,000

Others Institutions Holding IWC

# of Institutions
258
Shares Held
4.22M
Call Options Held
17.5K
Put Options Held
6.5K
View Full List

About RUSSELL MICRO CAP ETF

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