Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,374 shares of GBF stock, worth $449,253. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,374
Previous 4,435 1.38%
Holding current value
$449,253
Previous $456 Million 0.07%
% of portfolio
0.01%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$101.08 - $104.63 $6,165 - $6,382
-61 Reduced 1.38%
4,374 $455 Million
Q4 2024

May 30, 2025
BUY
$101.93 - $106.84 $2,344 - $2,457
23 Added 0.53%
4,397 $449,000
Q4 2024

May 29, 2025
BUY
$101.93 - $106.84 $2,344 - $2,457
23 Added 0.53%
4,397 $449,000
Q4 2024

Feb 11, 2025
SELL
$101.93 - $106.84 $25,278 - $26,496
-248 Reduced 5.3%
4,435 $456 Million
Q3 2024

May 30, 2025
BUY
$101.73 - $107.63 $31,434 - $33,257
309 Added 7.06%
4,683 $500,000
Q3 2024

May 29, 2025
BUY
$101.73 - $107.63 $31,434 - $33,257
309 Added 7.06%
4,683 $500,000
Q3 2024

Nov 05, 2024
SELL
$101.73 - $107.63 $16,480 - $17,436
-162 Reduced 3.34%
4,683 $500 Million
Q2 2024

May 29, 2025
BUY
$100.7 - $103.5 $47,429 - $48,748
471 Added 10.77%
4,845 $497,000
Q2 2024

Aug 07, 2024
SELL
$100.7 - $103.5 $1.21 Million - $1.25 Million
-12,063 Reduced 71.34%
4,845 $498 Million
Q1 2024

May 28, 2025
BUY
$102.6 - $105.21 $2.03 Million - $2.08 Million
19,767 Added 451.92%
24,141 $2.5 Billion
Q1 2024

May 13, 2024
SELL
$102.6 - $105.21 $315,084 - $323,099
-3,071 Reduced 15.37%
16,908 $1.72 Billion
Q4 2023

May 28, 2025
BUY
$97.69 - $105.72 $1.53 Million - $1.66 Million
15,694 Added 358.8%
20,068 $2.11 Billion
Q4 2023

Feb 14, 2024
BUY
$97.69 - $105.72 $1.95 Million - $2.11 Million
19,979 New
19,979 $2.1 Billion

Others Institutions Holding GBF

# of Institutions
76
Shares Held
1.35M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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