Modera Wealth Management, LLC Ishares Tr Transaction History

Modera Wealth Management, LLC

$8.42 Billion
Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 6,888 shares of IYR stock, worth $653,533. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,888

Previous 6,946 0.84%

Holding current value

$653,533

Previous $658,000 1.52%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$94.16 - $98.46 $5,461 - $5,710	-58 Reduced 0.84%	6,888 $668,000
Q2 2025 Aug 06, 2025	SELL	$84.48 - $96.25 $63,613 - $72,476	-753 Reduced 9.78%	6,946 $658,000
Q1 2025 May 08, 2025	SELL	$89.49 - $98.98 $47,698 - $52,756	-533 Reduced 6.47%	7,699 $737,000
Q4 2024 Feb 05, 2025	SELL	$90.74 - $102.87 $21,414 - $24,277	-236 Reduced 2.79%	8,232 $766,000
Q3 2024 Oct 24, 2024	SELL	$86.93 - $103.61 $4,346 - $5,180	-50 Reduced 0.59%	8,468 $862,000

Q2 2024 Jul 29, 2024	SELL	$81.6 - $89.23 $9,302 - $10,172	-114 Reduced 1.32%	8,518 $747,000
Q1 2024 May 14, 2024	BUY	$85.32 - $92.22 $12,286 - $13,279	144 Added 1.7%	8,632 $776,000
Q4 2023 Feb 14, 2024	BUY	$73.28 - $92.46 $4,323 - $5,455	59 Added 0.7%	8,488 $775,000
Q3 2023 Nov 30, 2023	SELL	$77.12 - $89.86 $5.14 Million - $5.99 Million	-66,705 Reduced 88.78%	8,429 $658,000
Q3 2023 Nov 01, 2023	BUY	$77.12 - $89.86 $5.15 Million - $6 Million	66,823 Added 804.03%	75,134 $5.87 Million
Q2 2023 Aug 07, 2023	BUY	$80.51 - $86.54 $669,118 - $719,233	8,311 New	8,311 $719,000

Others Institutions Holding IYR

# of Institutions

576

Shares Held

49.5M

Call Options Held

8.15M

Put Options Held

4.4M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Account

Modera Wealth Management, LLC Ishares Tr Transaction History