Modera Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,395 shares of GOVT stock, worth $216,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,395
Previous 10,542 10.88%
Holding current value
$216,930
Previous $242,000 11.16%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$22.54 - $23.17 $25,853 - $26,575
-1,147 Reduced 10.88%
9,395 $215,000
Q1 2025

May 08, 2025
BUY
$22.25 - $23.0 $30,304 - $31,326
1,362 Added 14.84%
10,542 $242,000
Q4 2024

Feb 05, 2025
BUY
$22.39 - $23.45 $3,246 - $3,400
145 Added 1.6%
9,180 $210,000
Q3 2024

Oct 24, 2024
BUY
$22.38 - $23.66 $649 - $686
29 Added 0.32%
9,035 $211,000
Q2 2024

Jul 29, 2024
BUY
$22.12 - $22.75 $199,212 - $204,886
9,006 New
9,006 $203,000
Q3 2023

Nov 01, 2023
BUY
$21.99 - $23.01 $22.9 Million - $24 Million
1,040,989 New
1,040,989 $22.9 Million
Q1 2022

May 03, 2022
SELL
$24.71 - $26.22 $188,734 - $200,268
-7,638 Closed
0 $0
Q4 2021

Feb 04, 2022
SELL
$26.24 - $26.74 $603 - $615
-23 Reduced 0.3%
7,638 $204,000
Q3 2021

Nov 04, 2021
SELL
$26.48 - $26.97 $8,817 - $8,981
-333 Reduced 4.17%
7,661 $203,000
Q2 2021

Aug 02, 2021
SELL
$26.19 - $26.61 $8,930 - $9,074
-341 Reduced 4.09%
7,994 $213,000
Q1 2021

Apr 29, 2021
BUY
$26.12 - $27.38 $8,906 - $9,336
341 Added 4.27%
8,335 $218,000
Q2 2020

Aug 12, 2020
BUY
$27.57 - $28.24 $220,394 - $225,750
7,994 New
7,994 $224,000

Others Institutions Holding GOVT

# of Institutions
860
Shares Held
1.1B
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. TREASURY BOND ETF

GOVT Quotes by TradingView
  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
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