Modera Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1542143
WESTWOOD, NJ
All Filings in AOA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,244 | 8,773 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $775,614 | 8,765 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $578,826 | 6,463 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $567,445 | 6,438 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $602,148 | 7,220 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $530,221 | 6,931 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $306,516 | 4,001 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $314,693 | 3,988 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $288,052 | 3,852 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $293,913 | 4,001 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $276,407 | 4,003 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $246,912 | 3,889 | Shares | Sole | 2023-11-30 | |
| No filing history on record for this holder in this stock. | ||||||