Modera Wealth Management, LLC's ownership history for IVV

Modera Wealth Management, LLC currently holds 243.9K shares with a market value of $159.3M. It started holding IVV on 2024-09-30. At its peak, it held 269.6K shares on 2025-06-30. Its highest holding value was $177.5M on 2025-09-30. At its lowest, it held 243.9K shares on 2026-03-31, with a value of $145.8M on 2025-03-31. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 21.3K. In the recent year, Modera Wealth Management, LLC has decreased its shares by 15.6K.