Modera Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Modera Wealth Management, LLC holds 28,905 shares of SHM stock, worth $1.38 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,905
Previous 24,641 17.3%
Holding current value
$1.38 Million
Previous $1.16 Million 19.71%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$47.01 - $48.2 $200,450 - $205,524
4,264 Added 17.3%
28,905 $1.39 Million
Q2 2024

Jul 29, 2024
BUY
$46.84 - $47.32 $28,291 - $28,581
604 Added 2.51%
24,641 $1.16 Million
Q1 2024

May 14, 2024
SELL
$47.44 - $47.9 $26,566 - $26,824
-560 Reduced 2.28%
24,037 $1.14 Million
Q4 2023

Feb 14, 2024
SELL
$46.12 - $47.85 $380,351 - $394,618
-8,247 Reduced 25.11%
24,597 $1.18 Million
Q3 2023

Nov 30, 2023
BUY
$46.19 - $47.22 $1.52 Million - $1.55 Million
32,844 New
32,844 $1.52 Million
Q2 2023

Aug 07, 2023
BUY
$46.54 - $47.72 $515,988 - $529,071
11,087 Added 48.61%
33,895 $1.59 Million
Q1 2023

May 05, 2023
SELL
$46.61 - $47.68 $377,541 - $386,208
-8,100 Reduced 26.21%
22,808 $1.08 Million
Q4 2022

Feb 07, 2023
SELL
$45.97 - $47.2 $1.13 Million - $1.16 Million
-24,500 Reduced 44.22%
30,908 $1.45 Million
Q3 2022

Nov 01, 2022
SELL
$46.05 - $47.82 $1.21 Million - $1.25 Million
-26,170 Reduced 32.08%
55,408 $2.55 Million
Q2 2022

Jul 27, 2022
SELL
$46.52 - $47.45 $2.14 Million - $2.19 Million
-46,050 Reduced 36.08%
81,578 $3.86 Million
Q1 2022

May 03, 2022
BUY
$47.3 - $49.17 $3.96 Million - $4.11 Million
83,630 Added 190.08%
127,628 $6.04 Million
Q4 2021

Feb 04, 2022
BUY
$49.16 - $49.38 $19,614 - $19,702
399 Added 0.92%
43,998 $2.16 Million
Q3 2021

Nov 04, 2021
SELL
$49.4 - $49.69 $247,000 - $248,450
-5,000 Reduced 10.29%
43,599 $2.15 Million
Q2 2021

Aug 02, 2021
SELL
$49.5 - $49.73 $17,424 - $17,504
-352 Reduced 0.72%
48,599 $2.41 Million
Q1 2021

Apr 29, 2021
SELL
$49.43 - $49.87 $36,973 - $37,302
-748 Reduced 1.51%
48,951 $2.43 Million
Q4 2020

Feb 11, 2021
BUY
$49.66 - $49.86 $2.23 Million - $2.24 Million
44,850 Added 924.93%
49,699 $2.47 Million
Q2 2020

Aug 12, 2020
SELL
$48.24 - $49.96 $5,161 - $5,345
-107 Reduced 2.16%
4,849 $242,000
Q1 2020

May 12, 2020
BUY
$43.92 - $49.69 $11,858 - $13,416
270 Added 5.76%
4,956 $242,000
Q2 2018

Aug 10, 2018
SELL
N/A
-97 Reduced 2.03%
4,686 $225,000
Q1 2018

May 10, 2018
SELL
N/A
-241 Reduced 4.8%
4,783 $229,000
Q4 2017

Feb 05, 2018
SELL
N/A
-551 Reduced 9.88%
5,024 $241,000
Q2 2017

Aug 10, 2017
BUY
N/A
5,575
5,575 $270,000

Others Institutions Holding SHM

# of Institutions
442
Shares Held
72.8M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

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