Modera Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
A detailed history of Modera Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,901 shares of IEI stock, worth $223,519. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,901
Previous 1,821
4.39%
Holding current value
$223,519
Previous $210,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
860Shares Held
113MCall Options Held
2.34MPut Options Held
666K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.42 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$909 Million0.08% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$752 Million0.15% of portfolio
-
Wit, LLC District Of Columbia, DC4.8MShares$565 Million13.97% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.1MShares$482 Million1.04% of portfolio