Modera Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 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 52,910 shares of IBTG stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
52,910
Previous 28,447
86.0%
Holding current value
$1.21 Million
Previous $652,000
86.2%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
79MCall 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