Modera Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Modera Wealth Management, LLC

$8.42 Billion
Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,804 shares of TLT stock, worth $249,191. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,804

Previous 3,624 22.63%

Holding current value

$249,191

Previous $319,000 21.63%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$85.01 - $90.35 $69,708 - $74,087	-820 Reduced 22.63%	2,804 $250,000
Q2 2025 Aug 06, 2025	BUY	$83.97 - $92.85 $75,656 - $83,657	901 Added 33.09%	3,624 $319,000
Q1 2025 May 08, 2025	SELL	$85.29 - $92.57 $487,005 - $528,574	-5,710 Reduced 67.71%	2,723 $247,000
Q4 2024 Feb 05, 2025	BUY	$87.1 - $98.49 $74,035 - $83,716	850 Added 11.21%	8,433 $736,000
Q3 2024 Oct 24, 2024	SELL	$89.91 - $101.33 $1,168 - $1,317	-13 Reduced 0.17%	7,583 $743,000

Q2 2024 Jul 29, 2024	SELL	$87.78 - $94.67 $6,407 - $6,910	-73 Reduced 0.95%	7,596 $697,000
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $50,883 - $54,493	552 Added 7.76%	7,669 $725,000
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $589,074 - $715,329	7,117 New	7,117 $703,000

Others Institutions Holding TLT

# of Institutions

1,402

Shares Held

432M

Call Options Held

157M

Put Options Held

157M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Modera Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History