Modera Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Modera Wealth Management, LLC

$8.27 Billion
Q4 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Modera Wealth Management, LLC holds 83,538 shares of IBTH stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

83,538

Previous 63,942 30.65%

Holding current value

$1.88 Million

Previous $1.44 Million 30.44%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$22.43 - $22.55 $439,538 - $441,889	19,596 Added 30.65%	83,538 $1.88 Million
Q3 2025 Oct 31, 2025	BUY	$22.36 - $22.52 $558,105 - $562,099	24,960 Added 64.03%	63,942 $1.44 Million
Q2 2025 Aug 06, 2025	BUY	$22.3 - $22.57 $241,442 - $244,365	10,827 Added 38.45%	38,982 $876,000
Q1 2025 May 08, 2025	BUY	$22.11 - $22.43 $79,131 - $80,276	3,579 Added 14.56%	28,155 $631,000
Q4 2024 Feb 05, 2025	BUY	$22.1 - $22.59 $299,101 - $305,733	13,534 Added 122.57%	24,576 $545,000

Q3 2024 Oct 24, 2024	BUY	$21.96 - $22.69 $242,482 - $250,542	11,042 New	11,042 $249,000

Others Institutions Holding IBTH

# of Institutions

296

Shares Held

64.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Modera Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History