United Capital Financial Advisers, LLC Ishares Ibonds Dec 2025 Term C Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 233,081 shares of IBDQ stock, worth $5.86 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
233,081
Previous 215,343 8.24%
Holding current value
$5.86 Million
Previous $5.41 Million 8.01%
% of portfolio
0.05%
Previous 0.03%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$25.0 - $25.11 $443,450 - $445,401
17,738 Added 8.24%
233,081 $5.84 Million
Q3 2024

Nov 12, 2024
BUY
$24.78 - $25.11 $340,824 - $345,362
13,754 Added 6.82%
215,343 $5.41 Million
Q2 2024

Aug 14, 2024
SELL
$24.69 - $24.86 $925,109 - $931,479
-37,469 Reduced 15.67%
201,589 $5.01 Million
Q1 2024

May 15, 2024
BUY
$24.7 - $24.84 $1,704 - $1,713
69 Added 0.03%
239,058 $5.93 Million
Q4 2023

Feb 14, 2024
BUY
$24.29 - $24.76 $1.94 Million - $1.97 Million
79,714 Added 50.05%
238,989 $5.92 Million
Q3 2023

Nov 14, 2023
BUY
$24.29 - $24.48 $32,742 - $32,999
1,348 Added 0.85%
159,275 $3.88 Million
Q2 2023

Aug 14, 2023
BUY
$24.34 - $24.65 $784,965 - $794,962
32,250 Added 25.66%
157,927 $3.85 Million
Q1 2023

Aug 14, 2023
SELL
$24.13 - $24.64 $903,668 - $922,768
-37,450 Reduced 23.71%
120,477 $2.96 Million
Q1 2023

May 15, 2023
SELL
$24.13 - $24.64 $290,597 - $296,739
-12,043 Reduced 8.74%
125,677 $3.08 Million
Q4 2022

Feb 14, 2023
BUY
$23.87 - $24.49 $10,550 - $10,824
442 Added 0.32%
137,720 $3.35 Million
Q3 2022

Nov 14, 2022
SELL
$24.08 - $25.03 $166,296 - $172,857
-6,906 Reduced 4.79%
137,278 $3.31 Million
Q2 2022

Aug 11, 2022
SELL
$24.37 - $25.22 $87,707 - $90,766
-3,599 Reduced 2.44%
144,184 $3.56 Million
Q1 2022

May 16, 2022
SELL
$25.16 - $26.41 $468,630 - $491,912
-18,626 Reduced 11.19%
147,783 $3.73 Million
Q4 2021

Feb 14, 2022
SELL
$26.4 - $26.86 $492,914 - $501,503
-18,671 Reduced 10.09%
166,409 $4.4 Million
Q3 2021

Nov 15, 2021
BUY
$26.83 - $27.09 $109,734 - $110,798
4,090 Added 2.26%
185,080 $4.97 Million
Q2 2021

Aug 13, 2021
BUY
$26.78 - $27.08 $24,958 - $25,238
932 Added 0.52%
180,990 $4.89 Million
Q1 2021

May 14, 2021
BUY
$26.73 - $27.32 $23,789 - $24,314
890 Added 0.5%
180,058 $4.83 Million
Q4 2020

Feb 17, 2021
BUY
$27.03 - $27.37 $1.75 Million - $1.78 Million
64,904 Added 56.8%
179,168 $4.9 Million
Q3 2020

Nov 13, 2020
SELL
$26.94 - $27.28 $90,114 - $91,251
-3,345 Reduced 2.84%
114,264 $3.1 Million
Q2 2020

Aug 13, 2020
SELL
$24.65 - $26.99 $575,922 - $630,594
-23,364 Reduced 16.57%
117,609 $3.17 Million
Q1 2020

May 15, 2020
SELL
$22.67 - $26.73 $105,574 - $124,481
-4,657 Reduced 3.2%
140,973 $3.52 Million
Q4 2019

Feb 14, 2020
BUY
$25.74 - $26.03 $326,923 - $330,607
12,701 Added 9.55%
145,630 $3.78 Million
Q3 2019

Nov 14, 2019
SELL
$25.42 - $26.02 $218,789 - $223,954
-8,607 Reduced 6.08%
132,929 $3.44 Million
Q2 2019

Aug 13, 2019
BUY
$24.71 - $25.61 $156,266 - $161,957
6,324 Added 4.68%
141,536 $3.63 Million
Q1 2019

May 14, 2019
SELL
$23.79 - $24.92 $682,987 - $715,428
-28,709 Reduced 17.51%
135,212 $3.36 Million
Q4 2018

Feb 14, 2019
SELL
$23.51 - $23.86 $2.94 Million - $2.98 Million
-125,051 Reduced 43.27%
163,921 $3.87 Million
Q3 2018

Nov 14, 2018
SELL
$23.84 - $24.18 $5.04 Million - $5.11 Million
-211,528 Reduced 42.26%
288,972 $6.91 Million
Q2 2018

Aug 14, 2018
SELL
$23.71 - $24.24 $205,044 - $209,627
-8,648 Reduced 1.7%
500,500 $12 Million
Q1 2018

May 15, 2018
BUY
$24.0 - $25.02 $131,208 - $136,784
5,467 Added 1.09%
509,148 $12.4 Million
Q4 2017

Feb 13, 2018
BUY
$24.87 - $25.23 $55,335 - $56,136
2,225 Added 0.44%
503,681 $12.6 Million
Q3 2017

Nov 14, 2017
BUY
$25.14 - $25.21 $325,311 - $326,217
12,940 Added 2.65%
501,456 $12.6 Million
Q2 2017

Aug 14, 2017
BUY
N/A
488,516
488,516 $12.2 Million

Others Institutions Holding IBDQ

# of Institutions
417
Shares Held
94.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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