Modera Wealth Management, LLC Ishares Barclays Transaction History

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Modera Wealth Management, LLC holds 43,931 shares of IEF stock, worth $4.23 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

43,931

Holding current value

$4.23 Million

% of portfolio

0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$93.15 - $96.56 $4.09 Million - $4.24 Million	43,931 New	43,931 $4.21 Million
Q4 2023 Feb 14, 2024	BUY	$88.95 - $97.0 $8,895 - $9,700	100 Added 2.98%	3,453 $332,000
Q3 2023 Nov 30, 2023	BUY	$91.32 - $97.13 $306,195 - $325,676	3,353 New	3,353 $307,000
Q2 2023 Aug 07, 2023	BUY	$96.39 - $100.48 $18,024 - $18,789	187 Added 5.71%	3,463 $334,000
Q1 2023 May 05, 2023	SELL	$94.41 - $100.02 $21,053 - $22,304	-223 Reduced 6.37%	3,276 $324,000
Q4 2022 Feb 07, 2023	SELL	$92.93 - $99.14 $45,535 - $48,578	-490 Reduced 12.28%	3,499 $335,000
Q3 2022 Nov 01, 2022	SELL	$94.56 - $105.6 $180,136 - $201,168	-1,905 Reduced 32.32%	3,989 $383,000
Q2 2022 Jul 27, 2022	SELL	$98.15 - $106.65 $75,869 - $82,440	-773 Reduced 11.59%	5,894 $603,000
Q1 2022 May 03, 2022	BUY	$106.08 - $113.93 $8,592 - $9,228	81 Added 1.23%	6,667 $717,000
Q4 2021 Feb 04, 2022	BUY	$113.55 - $116.36 $747,840 - $766,346	6,586 New	6,586 $757,000

Others Institutions Holding IEF

# of Institutions

1,179

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Account

Modera Wealth Management, LLC Ishares Barclays Transaction History