Modera Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 274,325 shares of IWF stock, worth $129 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
274,325
Previous 268,453
2.19%
Holding current value
$129 Million
Previous $114 Million
12.74%
% of portfolio
1.53%
Previous 1.44%
Shares
35 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio