Modera Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Modera Wealth Management, LLC
- $8.27 Billion
- Q4 2025
A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Modera Wealth Management, LLC holds 70,392 shares of IBTG stock, worth $1.61 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
70,392
Previous 52,910
33.04%
Holding current value
$1.61 Million
Previous $1.21 Million
32.7%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
313Shares Held
79.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio