iShares S&P 500 Index shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $149M | 259k | 576.82 |
| 2024-06-30 | $146M | 266k | 547.23 |
| 2024-03-31 | $141M | 267k | 525.73 |
| 2023-12-31 | $129M | 269k | 477.63 |
| 2023-09-30 | $114M | 265k | 429.43 |
| 2023-06-30 | $117M | 263k | 445.71 |
| 2023-03-31 | $18M | 44k | 411.08 |
| 2022-12-31 | $18M | 47k | 384.21 |
| 2022-09-30 | $15M | 41k | 358.65 |
| 2022-06-30 | $16M | 42k | 379.15 |
| 2022-03-31 | $19M | 43k | 453.70 |
| 2021-12-31 | $19M | 39k | 476.96 |
| 2021-09-30 | $18M | 41k | 430.82 |
| 2021-06-30 | $18M | 42k | 429.92 |
| 2021-03-31 | $16M | 41k | 397.81 |
| 2020-12-31 | $16M | 42k | 375.40 |
| 2020-09-30 | $13M | 39k | 336.07 |
| 2020-06-30 | $13M | 40k | 309.69 |
| 2020-03-31 | $11M | 44k | 258.39 |
| 2019-12-31 | $14M | 44k | 323.25 |
| 2019-09-30 | $13M | 44k | 298.53 |
| 2019-06-30 | $13M | 45k | 294.76 |
| 2019-03-31 | $13M | 46k | 284.57 |
| 2018-12-31 | $12M | 46k | 251.60 |
| 2018-09-30 | $14M | 47k | 292.72 |
| 2018-06-30 | $13M | 48k | 273.05 |
| 2018-03-31 | $13M | 50k | 265.37 |
| 2017-12-31 | $12M | 46k | 268.85 |
| 2017-09-30 | $12M | 47k | 252.92 |
| 2017-06-30 | $11M | 47k | 243.41 |
| 2017-03-31 | $11M | 47k | 237.27 |
| 2016-12-31 | $11M | 51k | 224.98 |
| 2016-09-30 | $11M | 51k | 217.56 |
| 2016-06-30 | $12M | 59k | 210.50 |
| 2016-03-31 | $13M | 61k | 206.65 |
| 2015-12-31 | $13M | 64k | 204.88 |
| 2015-09-30 | $13M | 65k | 192.71 |
| 2015-06-30 | $14M | 67k | 207.22 |
| 2015-03-31 | $15M | 70k | 207.83 |
| 2014-12-31 | $15M | 73k | 206.87 |
| 2014-09-30 | $15M | 73k | 198.25 |
| 2014-06-30 | $15M | 76k | 197.00 |
| 2014-03-31 | $15M | 78k | 188.14 |
| 2013-12-31 | $16M | 85k | 185.65 |
| 2013-09-30 | $15M | 89k | 168.90 |
| 2013-06-30 | $15M | 94k | 160.89 |
| 2013-03-31 | $16M | 101k | 157.36 |
| 2012-12-31 | $16M | 109k | 143.14 |
| 2012-09-30 | $17M | 117k | 144.40 |
| 2012-03-31 | $18M | 130k | 141.21 |
| 2011-12-31 | $17M | 133k | 125.96 |