United Capital Financial Advisers, LLC Ishares Ibonds Dec 2024 Term C Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 159,772 shares of IBDP stock, worth $4.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
159,772
Previous 164,319 2.77%
Holding current value
$4.02 Million
Previous $4.13 Million 2.47%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
$25.04 - $25.21 $113,856 - $114,629
-4,547 Reduced 2.77%
159,772 $4.03 Million
Q2 2024

Aug 14, 2024
SELL
$24.98 - $25.13 $1.07 Million - $1.07 Million
-42,754 Reduced 20.65%
164,319 $4.13 Million
Q1 2024

May 15, 2024
SELL
$24.89 - $25.05 $143,864 - $144,789
-5,780 Reduced 2.72%
207,073 $5.19 Million
Q4 2023

Feb 14, 2024
BUY
$24.66 - $24.91 $2.11 Million - $2.13 Million
85,398 Added 67.0%
212,853 $5.3 Million
Q3 2023

Nov 14, 2023
SELL
$24.53 - $24.74 $85,070 - $85,798
-3,468 Reduced 2.65%
127,455 $3.15 Million
Q2 2023

Aug 14, 2023
BUY
$24.51 - $24.65 $14,779 - $14,863
603 Added 0.46%
130,923 $3.22 Million
Q1 2023

Aug 14, 2023
SELL
$24.39 - $24.64 $14,707 - $14,857
-603 Reduced 0.46%
130,320 $3.2 Million
Q1 2023

May 15, 2023
SELL
$24.39 - $24.64 $807,455 - $815,731
-33,106 Reduced 20.26%
130,320 $3.2 Million
Q4 2022

Feb 14, 2023
SELL
$24.17 - $24.5 $143,811 - $145,775
-5,950 Reduced 3.51%
163,426 $3.99 Million
Q3 2022

Nov 14, 2022
SELL
$24.3 - $24.9 $46,607 - $47,758
-1,918 Reduced 1.12%
169,376 $4.12 Million
Q2 2022

Aug 11, 2022
SELL
$24.47 - $25.06 $140,824 - $144,220
-5,755 Reduced 3.25%
171,294 $4.24 Million
Q1 2022

May 16, 2022
SELL
$25.0 - $25.95 $490,675 - $509,320
-19,627 Reduced 9.98%
177,049 $4.44 Million
Q4 2021

Feb 14, 2022
SELL
$25.89 - $26.28 $718,007 - $728,823
-27,733 Reduced 12.36%
196,676 $5.1 Million
Q3 2021

Nov 15, 2021
BUY
$26.27 - $26.39 $64,414 - $64,708
2,452 Added 1.1%
224,409 $5.9 Million
Q2 2021

Aug 13, 2021
SELL
$26.31 - $26.47 $61,302 - $61,675
-2,330 Reduced 1.04%
221,957 $5.85 Million
Q1 2021

May 14, 2021
SELL
$26.3 - $26.59 $185,941 - $187,991
-7,070 Reduced 3.06%
224,287 $5.92 Million
Q4 2020

Feb 17, 2021
BUY
$26.33 - $26.6 $1.31 Million - $1.33 Million
49,833 Added 27.45%
231,357 $6.15 Million
Q3 2020

Nov 13, 2020
SELL
$26.33 - $26.57 $84,703 - $85,475
-3,217 Reduced 1.74%
181,524 $4.8 Million
Q2 2020

Aug 13, 2020
SELL
$24.36 - $26.36 $576,503 - $623,835
-23,666 Reduced 11.36%
184,741 $4.87 Million
Q1 2020

May 15, 2020
SELL
$21.83 - $26.32 $47,523 - $57,298
-2,177 Reduced 1.03%
208,407 $5.15 Million
Q4 2019

Feb 14, 2020
BUY
$25.53 - $25.8 $320,707 - $324,099
12,562 Added 6.34%
210,584 $5.41 Million
Q3 2019

Nov 14, 2019
SELL
$25.42 - $25.69 $195,352 - $197,427
-7,685 Reduced 3.74%
198,022 $5.09 Million
Q2 2019

Aug 13, 2019
BUY
N/A
11,186 Added 5.75%
205,707 $5.24 Million
Q1 2019

May 14, 2019
SELL
N/A
-14,286 Reduced 6.84%
194,521 $4.84 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-114,548 Reduced 35.42%
208,807 $4.99 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-218,380 Reduced 40.31%
323,355 $7.79 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-21,863 Reduced 3.88%
541,735 $13 Million
Q1 2018

May 15, 2018
BUY
N/A
8,254 Added 1.49%
563,598 $13.7 Million
Q4 2017

Feb 13, 2018
BUY
N/A
12,939 Added 2.39%
555,344 $13.9 Million
Q3 2017

Nov 14, 2017
BUY
N/A
21,758 Added 4.18%
542,405 $13.7 Million
Q2 2017

Aug 14, 2017
BUY
N/A
520,647
520,647 $13 Million

Others Institutions Holding IBDP

# of Institutions
368
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

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