Modera Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History

Modera Wealth Management, LLC

$8.27 Billion
Q4 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Modera Wealth Management, LLC holds 17,853 shares of USHY stock, worth $665,381. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,853

Previous 17,790 0.35%

Holding current value

$665,381

Previous $672,000 1.04%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$37.19 - $37.8 $2,342 - $2,381	63 Added 0.35%	17,853 $665,000
Q3 2025 Oct 31, 2025	SELL	$37.14 - $37.85 $12,739 - $12,982	-343 Reduced 1.89%	17,790 $672,000
Q2 2025 Aug 06, 2025	BUY	$35.3 - $37.51 $15,708 - $16,691	445 Added 2.52%	18,133 $680,000
Q1 2025 May 08, 2025	BUY	$36.63 - $37.45 $24,358 - $24,904	665 Added 3.91%	17,688 $651,000
Q4 2024 Feb 05, 2025	BUY	$36.54 - $37.53 $10,450 - $10,733	286 Added 1.71%	17,023 $626,000

Q3 2024 Oct 24, 2024	SELL	$36.06 - $37.66 $19,580 - $20,449	-543 Reduced 3.14%	16,737 $630,000
Q2 2024 Jul 29, 2024	BUY	$35.59 - $36.41 $73,778 - $75,477	2,073 Added 13.63%	17,280 $626,000
Q1 2024 May 14, 2024	BUY	$36.0 - $36.66 $5,760 - $5,865	160 Added 1.06%	15,207 $556,000
Q4 2023 Feb 14, 2024	BUY	$33.79 - $36.59 $36,053 - $39,041	1,067 Added 7.63%	15,047 $546,000
Q3 2023 Nov 30, 2023	BUY	$34.58 - $35.56 $483,428 - $497,128	13,980 New	13,980 $485,000
Q2 2023 Aug 07, 2023	BUY	$34.61 - $35.48 $436,847 - $447,828	12,622 New	12,622 $445,000

Others Institutions Holding USHY

# of Institutions

673

Shares Held

563M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

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Modera Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History