Ishares Tr s^p aggr all shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $776k | 8.8k | 88.49 |
| 2025-12-31 | $579k | 6.5k | 89.55 |
| 2025-09-30 | $567k | 6.4k | 88.14 |
| 2025-06-30 | $602k | 7.2k | 83.40 |
| 2025-03-31 | $530k | 6.9k | 76.50 |
| 2024-12-31 | $307k | 4.0k | 76.61 |
| 2024-09-30 | $315k | 4.0k | 78.90 |
| 2024-06-30 | $288k | 3.9k | 74.79 |
| 2024-03-31 | $294k | 4.0k | 73.47 |
| 2023-12-31 | $276k | 4.0k | 69.05 |
| 2023-09-30 | $247k | 3.9k | 63.49 |