United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2026 Ter 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 Ibonds Dec 2026 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 197,766 shares of IBDR stock, worth $4.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

197,766

Previous 179,148 10.39%

Holding current value

$4.7 Million

Previous $4.25 Million 10.39%

% of portfolio

0.04%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	N/A	18,618 Added 10.39%	197,766 $4.7 Million
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

401

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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