News + Filings Holdings
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Modera Wealth Management, LLC
> IWD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWD | 479,261 | 190,546 | 75,641,719,000 | 31,682,022,000 | $157,829.91 |
| 03/31/2023 | iSHARES TRUST | IWD | 288,715 | 6,692 | 43,959,697,000 | 1,190,953,000 | $152,259.83 |
| 12/31/2022 | iSHARES TRUST | IWD | 282,023 | 11,312 | 42,768,744,000 | 42,731,930,000 | $151,649.84 |
| 09/30/2022 | iSHARES TRUST | IWD | 270,711 | 92,110 | 36,814,000 | 10,922,000 | $135.99 |
| 06/30/2022 | iSHARES TRUST | IWD | 178,601 | 52,560 | 25,892,000 | 4,972,000 | $144.97 |
| 03/31/2022 | iSHARES TRUST | IWD | 126,041 | -7,057 | 20,920,000 | -1,431,000 | $165.98 |
| 12/31/2021 | iSHARES TRUST | IWD | 133,098 | 23,986 | 22,351,000 | 5,274,000 | $167.93 |
| 09/30/2021 | iSHARES TRUST | IWD | 109,112 | -18,856 | 17,077,000 | -3,221,000 | $156.51 |
| 06/30/2021 | iSHARES TRUST | IWD | 127,968 | -2,006 | 20,298,000 | 2,527,000 | $158.62 |
| 12/31/2020 | iSHARES TRUST | IWD | 129,974 | 119,844 | 17,771,000 | 16,574,000 | $136.73 |
| 09/30/2020 | iSHARES TRUST | IWD | 10,130 | 0 | 1,197,000 | 56,000 | $118.16 |
| 06/30/2020 | iSHARES TRUST | IWD | 10,130 | -703 | 1,141,000 | 67,000 | $112.64 |
| 03/31/2020 | iSHARES TRUST | IWD | 10,833 | 2,274 | 1,074,000 | -94,000 | $99.14 |
| 12/31/2019 | iSHARES TRUST | IWD | 8,559 | -289 | 1,168,000 | 33,000 | $136.46 |
| 09/30/2019 | iSHARES TRUST | IWD | 8,848 | 424 | 1,135,000 | 63,000 | $128.28 |
| 06/30/2019 | iSHARES TRUST | IWD | 8,424 | -56 | 1,072,000 | 25,000 | $127.26 |
| 03/31/2019 | iSHARES TRUST | IWD | 8,480 | 0 | 1,047,000 | 105,000 | $123.47 |
| 12/31/2018 | iSHARES TRUST | IWD | 8,480 | -463 | 942,000 | -190,000 | $111.08 |
| 09/30/2018 | iSHARES TRUST | IWD | 8,943 | 610 | 1,132,000 | 121,000 | $126.58 |
| 06/30/2018 | iSHARES TRUST | IWD | 8,333 | -65 | 1,011,000 | 4,000 | $121.32 |
| 03/31/2018 | iSHARES TRUST | IWD | 8,398 | -58 | 1,007,000 | -44,000 | $119.91 |
| 12/31/2017 | iSHARES TRUST | IWD | 8,456 | 0 | 1,051,000 | 49,000 | $124.29 |
| 09/30/2017 | iSHARES TRUST | IWD | 8,456 | 0 | 1,002,000 | 17,000 | $118.50 |
| 06/30/2017 | iSHARES TRUST | IWD | 8,456 | 0 | 985,000 | 13,000 | $116.49 |
| 03/31/2017 | iSHARES TRUST | IWD | 8,456 | 813 | 972,000 | 116,000 | $114.95 |
| 12/31/2016 | iSHARES TRUST | IWD | 7,643 | -396 | 856,000 | 7,000 | $112.00 |
| 09/30/2016 | iSHARES TRUST | IWD | 8,039 | -65 | 849,000 | 12,000 | $105.61 |
| 06/30/2016 | iSHARES TRUST | IWD | 8,104 | -346 | 837,000 | 2,000 | $103.28 |
| 03/31/2016 | iSHARES TRUST | IWD | 8,450 | 5,218 | 835,000 | 556,000 | $98.82 |
| 12/31/2015 | iSHARES TRUST | IWD | 5,218 | 0 | 511,000 | 24,000 | $97.93 |
| 09/30/2015 | iSHARES TRUST | IWD | 5,218 | 1,702 | 487,000 | 124,000 | $93.33 |
| 06/30/2015 | iSHARES TRUST | IWD | 3,516 | -255 | 363,000 | -26,000 | $103.24 |
| 03/31/2015 | iSHARES TRUST | IWD | 3,771 | 255 | 389,000 | 22,000 | $103.16 |
| 12/31/2014 | iSHARES TRUST | IWD | 3,516 | -218 | 367,000 | -7,000 | $104.38 |
| 09/30/2014 | iSHARES TRUST | IWD | 3,734 | 502 | 374,000 | 95,000 | $100.16 |
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