Modera Wealth Management, LLC ISHARES BITCOIN TRUST ETF Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025
Number of Shares
14,160
Previous 13,940 1.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
220 Added 1.58%
14,160 $0
Q1 2025

May 08, 2025
BUY
N/A
1,157 Added 9.05%
13,940 $0
Q4 2024

Feb 05, 2025
SELL
N/A
-556 Reduced 4.17%
12,783 $0
Q3 2024

Oct 24, 2024
BUY
N/A
6,565 Added 96.91%
13,339 $0
Q2 2024

Jul 29, 2024
BUY
N/A
854 Added 14.43%
6,774 $0
Q1 2024

May 14, 2024
BUY
N/A
5,920 New
5,920 $0
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