Modera Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,600,792 shares of STIP stock, worth $159 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
1,600,792
Previous 1,228,229
30.33%
Holding current value
$159 Million
Previous $121 Million
31.44%
% of portfolio
2.43%
Previous 2.01%
Shares
27 transactions
Others Institutions Holding STIP
# of Institutions
616Shares Held
64.9MCall Options Held
135KPut Options Held
8.4K-
Norden Group LLC Provo, UT9.49MShares$940 Million9.46% of portfolio
-
Betterment LLC New York, NY3.11MShares$308 Million0.83% of portfolio
-
Personal Capital Advisors Corp2.47MShares$245 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.77MShares$175 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$166 Million0.02% of portfolio