Ownership history in Modera Wealth Management, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Modera Wealth Management, LLC reported a position in ISHARES TR (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 27,447 | +6,440 | +30.7% | 0.01% | $641K | $23.13 |
| 2025 Q2 | UNCHANGED | 21,007 | — | 0% | 0.01% | $491K | $22.88 |
| 2025 Q1 | ADDED | 21,007 | +12,406 | +144.2% | 0.01% | $491K | $22.65 |
| 2024 Q4 | INITIATED | 8,601 | — | — | 0.00% | $201K | $22.44 |
As of 2025 Q4 — sorted by position size