ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 916,255 Value ($000) $71,037 Avg Close — Range —
Q3 2025
Shares 990,947 Value ($000) $76,025 Avg Close — Range —
Q2 2025
Shares 1,013,737 Value ($000) $73,678 Avg Close — Range —
Q1 2025
Shares 1,197,955 Value ($000) $76,106 Avg Close — Range —
Q4 2024
Shares 2,422,047 Value ($000) $147,139 Avg Close — Range —
Q3 2024
Shares 2,271,038 Value ($000) $153,749 Avg Close — Range —
Q2 2024
Shares 2,126,815 Value ($000) $131,097 Avg Close — Range —
Q1 2024
Shares 2,014,397 Value ($000) $127,572 Avg Close — Range —
Q4 2023
Shares 1,900,922 Value ($000) $117,667 Avg Close — Range —
Q3 2023
Shares 1,870,643 Value ($000) $105,635 Avg Close — Range —
Q2 2023
Shares 1,741,480 Value ($000) $102,712 Avg Close — Range —
Q1 2023
Shares 1,626,925 Value ($000) $96,818 Avg Close — Range —
Q4 2022
Shares 1,350,821 Value ($000) $76,294 Avg Close — Range —
Q3 2022
Shares 1,183,482 Value ($000) $57,730 Avg Close — Range —
Q2 2022
Shares 1,044,484 Value ($000) $57,018 Avg Close — Range —
Q1 2022
Shares 938,101 Value ($000) $62,234 Avg Close — Range —
Q4 2021
Shares 910,769 Value ($000) $66,568 Avg Close — Range —
Q3 2021
Shares 826,738 Value ($000) $61,518 Avg Close — Range —
Q2 2021
Shares 819,527 Value ($000) $60,776 Avg Close — Range —
Q1 2021
Shares 770,464 Value ($000) $55,350 Avg Close — Range —
Q4 2020
Shares 724,881 Value ($000) $49,545 Avg Close — Range —
Q3 2020
Shares 598,918 Value ($000) $35,330 Avg Close — Range —
Q2 2020
Shares 563,775 Value ($000) $30,230 Avg Close — Range —
Q1 2020
Shares 567,874 Value ($000) $25,458 Avg Close — Range —
Q4 2019
Shares 564,116 Value ($000) $35,133 Avg Close — Range —
Q3 2019
Shares 561,487 Value ($000) $32,134 Avg Close — Range —
Q2 2019
Shares 541,778 Value ($000) $31,098 Avg Close — Range —
Q1 2019
Shares 517,863 Value ($000) $29,746 Avg Close — Range —
Q4 2018
Shares 474,976 Value ($000) $24,613 Avg Close — Range —
Q3 2018
Shares 226,761 Value ($000) $14,123 Avg Close — Range —
Q2 2018
Shares 221,423 Value ($000) $13,892 Avg Close — Range —
Q1 2018
Shares 233,812 Value ($000) $15,242 Avg Close — Range —
Q4 2017
Shares 230,086 Value ($000) $14,841 Avg Close — Range —
Q3 2017
Shares 223,288 Value ($000) $13,844 Avg Close — Range —
Q2 2017
Shares 220,575 Value ($000) $12,758 Avg Close — Range —
Q1 2017
Shares 222,531 Value ($000) $12,048 Avg Close — Range —
Q4 2016
Shares 216,889 Value ($000) $10,810 Avg Close — Range —
Q3 2016
Shares 224,103 Value ($000) $11,745 Avg Close — Range —
Q2 2016
Shares 224,973 Value ($000) $10,857 Avg Close — Range —
Q1 2016
Shares 243,788 Value ($000) $12,141 Avg Close — Range —
Q4 2015
Shares 248,504 Value ($000) $12,413 Avg Close — Range —
Q3 2015
Shares 231,797 Value ($000) $11,073 Avg Close — Range —
Q2 2015
Shares 230,481 Value ($000) $11,759 Avg Close — Range —
Q1 2015
Shares 218,425 Value ($000) $10,805 Avg Close — Range —
Q4 2014
Shares 191,520 Value ($000) $8,946 Avg Close — Range —
Q3 2014
Shares 42,047 Value ($000) $2,039 Avg Close — Range —
Q2 2014
Shares 30,017 Value ($000) $1,588 Avg Close — Range —
Q1 2014
Shares 29,906 Value ($000) $1,561 Avg Close — Range —
Q4 2013
Shares 28,889 Value ($000) $1,473 Avg Close — Range —
Q3 2013
Shares 22,178 Value ($000) $1,076 Avg Close — Range —
Q2 2013
Shares 23,008 Value ($000) $965 Avg Close — Range —