Modera Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Modera Wealth Management, LLC holds 8,433 shares of TLT stock, worth $764,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,433
Previous 7,583 11.21%
Holding current value
$764,873
Previous $743,000 0.94%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$87.1 - $98.49 $74,035 - $83,716
850 Added 11.21%
8,433 $736,000
Q3 2024

Oct 24, 2024
SELL
$89.91 - $101.33 $1,168 - $1,317
-13 Reduced 0.17%
7,583 $743,000
Q2 2024

Jul 29, 2024
SELL
$87.78 - $94.67 $6,407 - $6,910
-73 Reduced 0.95%
7,596 $697,000
Q1 2024

May 14, 2024
BUY
$92.18 - $98.72 $50,883 - $54,493
552 Added 7.76%
7,669 $725,000
Q4 2023

Feb 14, 2024
BUY
$82.77 - $100.51 $589,074 - $715,329
7,117 New
7,117 $703,000

Others Institutions Holding TLT

# of Institutions
1,433
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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