MODERA WEALTH MANAGEMENT, LLC – iShares Core Conservative Allocation ETF Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$531,000
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.64%
quarter
iShares Core Conservative Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.80% | 130 shares | -28K | $32.62 | 16.29K |
| Q2 2022 | share | 0.00% | 0 shares | -50K | $34.57 | 16.16K | |
| Q1 2022 | share | 0.00% | 0 shares | -38K | $37.67 | 16.16K | |
| Q4 2021 | share | 0.00% | 0 shares | 9K | $39.95 | 16.16K | |
| Q3 2021 | share | Increase | 0.00% | 16.16K shares | 638K | $39.38 | 16.16K |