United Capital Financial Advisers, LLC Ishares Tr Core Intl Aggregate Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 151,485 shares of IAGG stock, worth $7.66 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

151,485

Previous 155,899 2.83%

Holding current value

$7.66 Million

Previous $8.08 Million 6.39%

% of portfolio

0.06%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$49.87 - $52.46 $220,126 - $231,558	-4,414 Reduced 2.83%	151,485 $7.56 Million
Q3 2024 Nov 12, 2024	SELL	$49.77 - $51.95 $4,877 - $5,091	-98 Reduced 0.06%	155,899 $8.08 Million
Q2 2024 Aug 14, 2024	SELL	$49.28 - $50.11 $224,174 - $227,950	-4,549 Reduced 2.83%	155,997 $7.79 Million
Q1 2024 May 15, 2024	SELL	$49.17 - $49.97 $687,347 - $698,530	-13,979 Reduced 8.01%	160,546 $8.02 Million
Q4 2023 Feb 14, 2024	SELL	$48.37 - $51.03 $2.78 Million - $2.94 Million	-57,519 Reduced 24.79%	174,525 $8.69 Million
Q3 2023 Nov 14, 2023	SELL	$48.59 - $49.48 $658,345 - $670,404	-13,549 Reduced 5.52%	232,044 $11.3 Million
Q2 2023 Aug 14, 2023	SELL	$48.63 - $49.36 $933,015 - $947,020	-19,186 Reduced 7.25%	245,593 $12.1 Million
Q1 2023 Aug 14, 2023	BUY	$47.74 - $49.08 $914,459 - $940,127	19,155 Added 7.8%	264,748 $13 Million
Q1 2023 May 15, 2023	BUY	$47.74 - $49.08 $235,931 - $242,553	4,942 Added 1.9%	264,779 $13 Million
Q4 2022 Feb 14, 2023	SELL	$47.55 - $50.18 $3.84 Million - $4.05 Million	-80,754 Reduced 23.71%	259,837 $12.4 Million
Q3 2022 Nov 14, 2022	SELL	$47.99 - $51.59 $1.59 Million - $1.71 Million	-33,187 Reduced 8.88%	340,591 $16.5 Million
Q2 2022 Aug 11, 2022	SELL	$48.84 - $52.28 $1.77 Million - $1.89 Million	-36,219 Reduced 8.83%	373,778 $18.6 Million
Q1 2022 May 16, 2022	SELL	$51.9 - $54.31 $1.54 Million - $1.61 Million	-29,666 Reduced 6.75%	409,997 $21.4 Million
Q4 2021 Feb 14, 2022	SELL	$54.48 - $55.71 $1.73 Million - $1.77 Million	-31,828 Reduced 6.75%	439,663 $24 Million
Q3 2021 Nov 15, 2021	SELL	$55.02 - $56.01 $71,030 - $72,308	-1,291 Reduced 0.27%	471,491 $25.9 Million
Q2 2021 Aug 13, 2021	BUY	$54.55 - $55.19 $69,278 - $70,091	1,270 Added 0.27%	472,782 $26.1 Million
Q1 2021 May 14, 2021	BUY	$54.65 - $56.18 $696,732 - $716,238	12,749 Added 2.78%	471,512 $25.9 Million
Q4 2020 Feb 17, 2021	SELL	$55.57 - $56.21 $58,348 - $59,020	-1,050 Reduced 0.23%	458,763 $25.8 Million
Q3 2020 Nov 13, 2020	BUY	$55.37 - $55.99 $1.53 Million - $1.54 Million	27,589 Added 6.38%	459,813 $25.6 Million
Q2 2020 Aug 13, 2020	SELL	$54.46 - $55.71 $642,355 - $657,099	-11,795 Reduced 2.66%	432,224 $24.1 Million
Q1 2020 May 15, 2020	BUY	$53.16 - $56.51 $371,960 - $395,400	6,997 Added 1.6%	444,019 $24.3 Million
Q4 2019 Feb 14, 2020	BUY	$54.7 - $55.84 $6.64 Million - $6.78 Million	121,347 Added 38.44%	437,022 $23.9 Million
Q3 2019 Nov 14, 2019	BUY	$54.24 - $56.14 $5.41 Million - $5.6 Million	99,679 Added 46.15%	315,675 $17.6 Million
Q2 2019 Aug 13, 2019	BUY	$52.93 - $54.47 $4.58 Million - $4.71 Million	86,472 Added 66.76%	215,996 $11.8 Million
Q1 2019 May 14, 2019	BUY	$52.07 - $53.49 $6.02 Million - $6.18 Million	115,573 Added 828.42%	129,524 $6.93 Million
Q4 2018 Feb 14, 2019	BUY	$51.69 - $52.56 $721,127 - $733,264	13,951 New	13,951 $728,000

Others Institutions Holding IAGG

# of Institutions

412

Shares Held

110M

Call Options Held

Put Options Held

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United Capital Financial Advisers, LLC Ishares Tr Core Intl Aggregate Transaction History