Modera Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Modera Wealth Management, LLC holds 52,975 shares of IWP stock, worth $6.88 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
52,975
Previous 53,550 1.07%
Holding current value
$6.88 Million
Previous $5.91 Million 5.14%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$103.87 - $117.59 $59,725 - $67,614
-575 Reduced 1.07%
52,975 $6.21 Million
Q2 2024

Jul 29, 2024
SELL
$105.7 - $113.43 $35,832 - $38,452
-339 Reduced 0.63%
53,550 $5.91 Million
Q1 2024

May 14, 2024
SELL
$100.66 - $114.14 $102,471 - $116,194
-1,018 Reduced 1.85%
53,889 $6.15 Million
Q4 2023

Feb 14, 2024
SELL
$85.66 - $105.12 $57,734 - $70,850
-674 Reduced 1.21%
54,907 $5.74 Million
Q3 2023

Nov 30, 2023
BUY
$89.97 - $100.32 $4.39 Million - $4.9 Million
48,825 Added 722.69%
55,581 $5.08 Million
Q3 2023

Nov 01, 2023
SELL
$89.97 - $100.32 $4.47 Million - $4.99 Million
-49,720 Reduced 88.04%
6,756 $617,000
Q2 2023

Aug 07, 2023
BUY
$87.72 - $96.63 $3.03 Million - $3.34 Million
34,524 Added 157.27%
56,476 $5.46 Million
Q4 2022

Feb 07, 2023
SELL
$77.4 - $89.88 $44,118 - $51,231
-570 Reduced 2.53%
21,952 $1.84 Million
Q2 2022

Jul 27, 2022
SELL
$75.41 - $102.47 $52,937 - $71,933
-702 Reduced 3.02%
22,522 $1.78 Million
Q1 2022

May 03, 2022
BUY
$89.52 - $114.03 $28,735 - $36,603
321 Added 1.4%
23,224 $2.33 Million
Q4 2021

Feb 04, 2022
BUY
$109.8 - $123.28 $2.51 Million - $2.82 Million
22,903 New
22,903 $2.64 Million

Others Institutions Holding IWP

# of Institutions
1,086
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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