Modera Wealth Management, LLC's ownership history for IYR

Modera Wealth Management, LLC currently holds 6.9K shares with a market value of $668.7K. It started holding IYR on 2024-09-30. At its peak, it held 8.5K shares on 2024-09-30. Its highest holding value was $862.7K on 2024-09-30. At its lowest, it held 6.9K shares on 2025-09-30, with a value of $658.3K on 2025-06-30. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 811. In the recent year, Modera Wealth Management, LLC has decreased its shares by 1.6K.