Modera Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Modera Wealth Management, LLC holds 38,982 shares of IBTH stock, worth $875,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,982
Previous 28,155 38.45%
Holding current value
$875,925
Previous $631,000 38.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2025
BUY
$22.3 - $22.57 $241,442 - $244,365
10,827 Added 38.45%
38,982 $876,000
Q1 2025

May 08, 2025
BUY
$22.11 - $22.43 $79,131 - $80,276
3,579 Added 14.56%
28,155 $631,000
Q4 2024

Feb 05, 2025
BUY
$22.1 - $22.59 $299,101 - $305,733
13,534 Added 122.57%
24,576 $545,000
Q3 2024

Oct 24, 2024
BUY
$21.96 - $22.69 $242,482 - $250,542
11,042 New
11,042 $249,000

Others Institutions Holding IBTH

# of Institutions
270
Shares Held
56M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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