A detailed history of United Capital Financial Advisers, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 8,098,513 shares of GOVT stock, worth $182 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
8,098,513
Previous 7,776,910 4.14%
Holding current value
$182 Million
Previous $176 Million 8.2%
% of portfolio
0.96%
Previous 1.52%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$22.38 - $23.66 $7.2 Million - $7.61 Million
321,603 Added 4.14%
8,098,513 $190 Million
Q2 2024

Aug 14, 2024

BUY
$22.12 - $22.75 $500,774 - $515,037
22,639 Added 0.29%
7,776,910 $176 Million
Q1 2024

May 15, 2024

SELL
$22.51 - $23.08 $2.84 Million - $2.91 Million
-126,229 Reduced 1.6%
7,754,271 $177 Million
Q4 2023

Feb 14, 2024

SELL
$21.6 - $23.13 $125 Million - $134 Million
-5,798,574 Reduced 42.39%
7,880,500 $182 Million
Q3 2023

Nov 14, 2023

SELL
$21.99 - $23.01 $161 Million - $169 Million
-7,342,245 Reduced 34.93%
13,679,074 $301 Million
Q2 2023

Aug 14, 2023

SELL
$22.87 - $23.59 $11.6 Million - $12 Million
-507,732 Reduced 2.36%
21,021,319 $481 Million
Q1 2023

Aug 14, 2023

BUY
$22.54 - $23.5 $2.23 Million - $2.33 Million
99,097 Added 0.47%
21,120,416 $494 Million
Q1 2023

May 15, 2023

BUY
$22.54 - $23.5 $18.5 Million - $19.3 Million
819,979 Added 3.96%
21,529,051 $503 Million
Q4 2022

Feb 14, 2023

SELL
$22.18 - $23.3 $42.2 Million - $44.3 Million
-1,903,116 Reduced 8.42%
20,709,072 $471 Million
Q3 2022

Nov 14, 2022

SELL
$22.58 - $24.36 $17.7 Million - $19.1 Million
-783,676 Reduced 3.35%
22,612,188 $515 Million
Q2 2022

Aug 11, 2022

SELL
$23.28 - $24.82 $35.1 Million - $37.5 Million
-1,509,509 Reduced 6.06%
23,395,864 $559 Million
Q1 2022

May 16, 2022

SELL
$24.71 - $26.22 $21.5 Million - $22.8 Million
-868,559 Reduced 3.37%
24,905,373 $620 Million
Q4 2021

Feb 14, 2022

BUY
$26.24 - $26.74 $16.8 Million - $17.2 Million
642,016 Added 2.55%
25,773,932 $688 Million
Q3 2021

Nov 15, 2021

BUY
$26.48 - $26.97 $1.32 Million - $1.34 Million
49,686 Added 0.2%
25,131,916 $667 Million
Q2 2021

Aug 13, 2021

BUY
$26.19 - $26.61 $12.8 Million - $13 Million
488,002 Added 1.98%
25,082,230 $667 Million
Q1 2021

May 14, 2021

BUY
$26.12 - $27.38 $35.2 Million - $36.9 Million
1,348,415 Added 5.8%
24,594,228 $644 Million
Q4 2020

Feb 17, 2021

BUY
$27.24 - $27.93 $72.7 Million - $74.5 Million
2,668,373 Added 12.97%
23,245,813 $633 Million
Q3 2020

Nov 13, 2020

BUY
$27.84 - $28.3 $27.5 Million - $28 Million
988,815 Added 5.05%
20,577,440 $575 Million
Q2 2020

Aug 13, 2020

BUY
$27.57 - $28.24 $65.5 Million - $67.1 Million
2,377,071 Added 13.81%
19,588,625 $548 Million
Q1 2020

May 15, 2020

SELL
$25.99 - $28.27 $67.6 Million - $73.5 Million
-2,599,942 Reduced 13.12%
17,211,554 $479 Million
Q4 2019

Feb 14, 2020

SELL
$25.86 - $26.56 $16.1 Million - $16.6 Million
-623,559 Reduced 3.05%
19,811,496 $514 Million
Q3 2019

Nov 14, 2019

SELL
$25.93 - $26.35 $19 Million - $19.3 Million
-734,167 Reduced 3.47%
20,435,055 $538 Million
Q2 2019

Aug 13, 2019

BUY
N/A
1,802,279 Added 9.31%
21,169,222 $546 Million
Q1 2019

May 14, 2019

BUY
N/A
1,712,357 Added 9.7%
19,366,943 $489 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-1,003,715 Reduced 5.38%
17,654,586 $435 Million
Q3 2018

Nov 14, 2018

BUY
N/A
388,907 Added 2.13%
18,658,301 $454 Million
Q2 2018

Aug 14, 2018

BUY
N/A
861,399 Added 4.95%
18,269,394 $450 Million
Q1 2018

May 15, 2018

BUY
N/A
1,443,028 Added 9.04%
17,407,995 $430 Million
Q4 2017

Feb 13, 2018

BUY
N/A
733,179 Added 4.81%
15,964,967 $400 Million
Q3 2017

Nov 14, 2017

BUY
N/A
790,122 Added 5.47%
15,231,788 $384 Million
Q2 2017

Aug 14, 2017

BUY
N/A
14,441,666
14,441,666 $365 Million

Others Institutions Holding GOVT

About ISHARES U.S. TREASURY BOND ETF


  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
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