Modera Wealth Management, LLC Sells in Q3 2024

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-3.29K
- 2.05%
$160.76 - $177.82 $529K - $585K
157K $27.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-5.69K
- 8.05%
$136.93 - $162.81 $779K - $927K
65K $10.4M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.25K
- 0.77%
$75.63 - $84.89 $94.8K - $106K
162K $13.6M
EEMV
Ishares Msci Emerging Markets

ETFs
-169
- 0.11%
$56.77 - $63.31 $9.59K - $10.7K
157K $9.85M
RWO
Spdr Dow Jones Global Real Est

ETFs
-9.29K
- 4.21%
$41.23 - $48.48 $383K - $450K
211K $10M
RTX
Raytheon Technologies Corp

Industrials
-493
- 1.0%
$99.55 - $123.34 $49.1K - $60.8K
48.7K $5.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-15.8K
- 2.03%
$84.77 - $97.13 $1.34M - $1.54M
762K $73M
LMT
Lockheed Martin Corp

Industrials
-6.77K
- 16.01%
$460.3 - $584.56 $3.12M - $3.96M
35.5K $20.8M
DOV
Dover Corp

Industrials
-97
- 0.1%
$172.5 - $193.03 $16.7K - $18.7K
94.1K $18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.99K
- 1.9%
$75.47 - $83.18 $452K - $498K
310K $25.7M
ABBV
Abb Vie Inc.

Healthcare
-3.02K
- 3.89%
$163.84 - $199.33 $495K - $602K
74.7K $14.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-4.91K
- 3.09%
$150.05 - $171.34 $737K - $842K
154K $25.7M
HUBB
Hubbell Inc

Industrials
-644
- 2.28%
$355.55 - $428.48 $229K - $276K
27.6K $11.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.36K
- 1.85%
$82.97 - $98.97 $195K - $233K
125K $12.1M
AFL
Aflac Inc

Financial Services
-315
- 0.43%
$88.52 - $111.8 $27.9K - $35.2K
73K $8.17M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-24.7K
- 2.6%
$28.08 - $32.61 $694K - $806K
928K $29.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.6K
- 1.28%
$332.02 - $382.76 $1.19M - $1.38M
278K $104M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17.6K
- 2.08%
$57.32 - $62.65 $1.01M - $1.1M
831K $51.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1K
- 1.07%
$517.38 - $573.86 $518K - $575K
92.4K $53M
UL
Unilever PLC

Consumer Defensive
-712
- 0.29%
$54.7 - $65.59 $38.9K - $46.7K
241K $15.6M
JPUS
Jpmorgan Diversified Return Us

ETFs
-9.11K
- 2.77%
$108.5 - $119.68 $988K - $1.09M
320K $38.3M
REET
Ishares Global Reit ETF

ETFs
-26.3K
- 2.7%
$23.07 - $27.17 $606K - $713K
946K $25.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.48K
- 0.44%
$75.32 - $84.37 $186K - $209K
557K $46.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
-8.85K
- 1.0%
$51.0 - $57.07 $451K - $505K
872K $48.5M
SBUX
Starbucks Corp

Consumer Cyclical
-695
- 0.47%
$72.51 - $98.6 $50.4K - $68.5K
147K $14.3M
IWM
Ishares Russell 2000 ETF

ETFs
-1.15K
- 0.62%
$200.87 - $224.6 $230K - $258K
185K $40.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-13.5K
- 1.14%
$56.04 - $62.2 $755K - $838K
1.17M $72.6M
JNJ
Johnson & Johnson

Healthcare
-1.62K
- 0.69%
$145.48 - $167.38 $235K - $270K
233K $37.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.37K
- 2.77%
$520.18 - $576.82 $3.84M - $4.25M
259K $149M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-651
- 0.42%
$156.14 - $187.2 $102K - $122K
153K $28.3M
CSCO
Cisco Systems, Inc.

Technology
-9.75K
- 1.13%
$44.74 - $53.22 $436K - $519K
853K $45.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-31.7K
- 1.31%
$38.51 - $41.69 $1.22M - $1.32M
2.39M $99.6M
HD
Home Depot, Inc.

Consumer Cyclical
-322
- 0.38%
$333.64 - $405.2 $107K - $130K
83.3K $33.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-8.32K
- 1.81%
$173.36 - $189.8 $1.44M - $1.58M
452K $85.7M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.48K
- 0.47%
$179.99 - $201.6 $266K - $298K
316K $63.4M
DFIV
Dimensional ETF Tr

ETFs
-2.86K
- 0.11%
$34.66 - $38.38 $99.2K - $110K
2.62M $99.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-29.5K
- 1.7%
$41.9 - $48.26 $1.24M - $1.42M
1.71M $81.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-22.3K
- 2.84%
$95.81 - $109.03 $2.14M - $2.43M
764K $82.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-59.6K
- 1.14%
$31.05 - $34.29 $1.85M - $2.04M
5.18M $178M
BLK
Black Rock Inc.

Financial Services
-684
- 1.11%
$782.27 - $949.51 $535K - $649K
60.7K $57.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-7.47K
- 2.51%
$213.3 - $270.78 $1.59M - $2.02M
291K $78.7M
VEA
Vanguard Ftse Developed Market

ETFs
-92.3K
- 1.64%
$47.6 - $53.31 $4.39M - $4.92M
5.54M $293M
Activity Summary
Buys All Purchases 308 New Holdings 53 Increased Positions 255 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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