United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 179,148 shares of IBDR stock, worth $4.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
179,148
Previous 161,284 11.08%
Holding current value
$4.25 Million
Previous $3.84 Million 10.75%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$23.75 - $23.75 $424,270 - $424,270
17,864 Added 11.08%
179,148 $4.25 Million
Q2 2024

Aug 14, 2024
SELL
$23.65 - $23.82 $90,390 - $91,040
-3,822 Reduced 2.31%
161,284 $3.84 Million
Q1 2024

May 15, 2024
BUY
$23.76 - $23.98 $51,773 - $52,252
2,179 Added 1.34%
165,106 $3.94 Million
Q4 2023

Feb 14, 2024
SELL
$23.15 - $23.9 $116,490 - $120,264
-5,032 Reduced 3.0%
162,927 $3.89 Million
Q3 2023

Nov 14, 2023
SELL
$23.28 - $23.6 $64,671 - $65,560
-2,778 Reduced 1.63%
167,959 $3.92 Million
Q2 2023

Aug 14, 2023
BUY
$23.42 - $23.83 $656,204 - $667,692
28,019 Added 19.63%
170,737 $4.01 Million
Q1 2023

Aug 14, 2023
SELL
$23.14 - $23.86 $775,629 - $799,763
-33,519 Reduced 19.63%
137,218 $3.26 Million
Q1 2023

May 15, 2023
BUY
$23.14 - $23.86 $682,306 - $703,535
29,486 Added 26.04%
142,718 $3.39 Million
Q4 2022

Feb 14, 2023
SELL
$22.9 - $23.61 $11,472 - $11,828
-501 Reduced 0.44%
113,232 $2.64 Million
Q3 2022

Nov 14, 2022
SELL
$23.21 - $24.34 $9,794 - $10,271
-422 Reduced 0.37%
113,733 $2.63 Million
Q2 2022

Aug 11, 2022
BUY
$23.33 - $24.57 $87,230 - $91,867
3,739 Added 3.39%
114,155 $2.72 Million
Q1 2022

May 16, 2022
SELL
$24.49 - $26.0 $383,488 - $407,134
-15,659 Reduced 12.42%
110,416 $2.72 Million
Q4 2021

Feb 14, 2022
BUY
$25.98 - $26.52 $37,800 - $38,586
1,455 Added 1.17%
126,075 $3.29 Million
Q3 2021

Nov 15, 2021
BUY
$26.47 - $26.76 $69,324 - $70,084
2,619 Added 2.15%
124,620 $3.3 Million
Q2 2021

Aug 13, 2021
BUY
$26.28 - $26.69 $111,742 - $113,485
4,252 Added 3.61%
122,001 $3.25 Million
Q1 2021

May 14, 2021
BUY
$26.27 - $27.07 $9,667 - $9,961
368 Added 0.31%
117,749 $3.1 Million
Q4 2020

Feb 17, 2021
BUY
$26.72 - $27.1 $398,528 - $404,196
14,915 Added 14.56%
117,381 $3.18 Million
Q3 2020

Nov 13, 2020
SELL
$26.64 - $27.04 $116,843 - $118,597
-4,386 Reduced 4.1%
102,466 $2.75 Million
Q2 2020

Aug 13, 2020
SELL
$24.19 - $26.75 $416,092 - $460,126
-17,201 Reduced 13.87%
106,852 $2.85 Million
Q1 2020

May 15, 2020
SELL
$22.21 - $26.46 $95,902 - $114,254
-4,318 Reduced 3.36%
124,053 $3.05 Million
Q4 2019

Feb 14, 2020
SELL
$25.21 - $25.58 $86,722 - $87,995
-3,440 Reduced 2.61%
128,371 $3.28 Million
Q3 2019

Nov 14, 2019
SELL
$24.85 - $25.68 $223,774 - $231,248
-9,005 Reduced 6.39%
131,811 $3.36 Million
Q2 2019

Aug 13, 2019
BUY
$24.06 - $25.06 $138,850 - $144,621
5,771 Added 4.27%
140,816 $3.53 Million
Q1 2019

May 14, 2019
SELL
$23.13 - $24.25 $562,105 - $589,323
-24,302 Reduced 15.25%
135,045 $3.27 Million
Q4 2018

Feb 14, 2019
SELL
$22.85 - $23.25 $2.87 Million - $2.92 Million
-125,703 Reduced 44.1%
159,347 $3.67 Million
Q3 2018

Nov 14, 2018
SELL
$23.18 - $23.54 $5.21 Million - $5.29 Million
-224,566 Reduced 44.07%
285,050 $6.64 Million
Q2 2018

Aug 14, 2018
SELL
$23.08 - $23.65 $319,611 - $327,505
-13,848 Reduced 2.65%
509,616 $11.9 Million
Q1 2018

May 15, 2018
BUY
$23.43 - $24.5 $18,205 - $19,036
777 Added 0.15%
523,464 $12.4 Million
Q4 2017

Feb 13, 2018
SELL
$24.32 - $24.72 $10,336 - $10,506
-425 Reduced 0.08%
522,687 $12.8 Million
Q3 2017

Nov 14, 2017
BUY
$24.6 - $24.69 $260,587 - $261,541
10,593 Added 2.07%
523,112 $12.9 Million
Q2 2017

Aug 14, 2017
BUY
N/A
512,519
512,519 $12.5 Million

Others Institutions Holding IBDR

# of Institutions
373
Shares Held
89.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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