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Ishares Tr cmn shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $45M 437k 103.50
2012-12-31 $42M 412k 103.08
2012-09-30 $3.1M 30k 103.09

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding Ishares Tr cmn

Norden Group
Betterment
Bank of America Corporation
Financial Gravity Wealth
Comprehensive Portfolio Management
Modera Wealth Management
AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
3EDGE Asset Management
Wells Fargo & Company
O'shaughnessy Asset Management
Haverford Trust Company
Keating Investment Counselors

View all funds holding Ishares Tr cmn