Modera Wealth Management, LLC's ownership history for IVW

Modera Wealth Management, LLC currently holds 636.4K shares with a market value of $72.0M. It started holding IVW on 2024-09-30. At its peak, it held 762.1K shares on 2024-09-30. Its highest holding value was $86.3M on 2025-09-30. At its lowest, it held 636.4K shares on 2026-03-31, with a value of $68.1M on 2025-03-31. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 78.4K. In the recent year, Modera Wealth Management, LLC has decreased its shares by 97.3K.