Modera Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,873 shares of IEI stock, worth $223,673. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,873
Previous 1,800 4.06%
Holding current value
$223,673
Previous $214,000 4.21%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$117.65 - $120.08 $8,588 - $8,765
73 Added 4.06%
1,873 $223,000
Q2 2025

Aug 06, 2025
SELL
$116.93 - $119.39 $11,809 - $12,058
-101 Reduced 5.31%
1,800 $214,000
Q1 2025

May 08, 2025
BUY
$114.57 - $118.14 $9,165 - $9,451
80 Added 4.39%
1,901 $224,000
Q3 2024

Oct 24, 2024
BUY
$114.73 - $120.23 $208,923 - $218,938
1,821 New
1,821 $217,000

Others Institutions Holding IEI

# of Institutions
900
Shares Held
120M
Call Options Held
920K
Put Options Held
933K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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