A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Modera Wealth Management, LLC holds 15,207 shares of USHY stock, worth $552,926. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,207
Previous 15,047 1.06%
Holding current value
$552,926
Previous $546,000 1.83%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$36.0 - $36.66 $5,760 - $5,865
160 Added 1.06%
15,207 $556,000
Q4 2023

Feb 14, 2024

BUY
$33.79 - $36.59 $36,053 - $39,041
1,067 Added 7.63%
15,047 $546,000
Q3 2023

Nov 30, 2023

BUY
$34.58 - $35.56 $483,428 - $497,128
13,980 New
13,980 $485,000
Q2 2023

Aug 07, 2023

BUY
$34.61 - $35.48 $436,847 - $447,828
12,622 New
12,622 $445,000

Others Institutions Holding USHY

About ISHARES TR BROAD USD HIGH YIEL


  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.