United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 92,489 shares of IBDS stock, worth $2.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
92,489
Previous 76,900 20.27%
Holding current value
$2.23 Million
Previous $1.87 Million 18.25%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$23.88 - $24.32 $372,265 - $379,124
15,589 Added 20.27%
92,489 $2.22 Million
Q3 2024

Nov 12, 2024
BUY
$23.63 - $24.42 $73,063 - $75,506
3,092 Added 4.19%
76,900 $1.87 Million
Q2 2024

Aug 14, 2024
BUY
$23.48 - $23.77 $26,931 - $27,264
1,147 Added 1.58%
73,808 $1.75 Million
Q1 2024

May 15, 2024
BUY
$23.67 - $24.03 $1,751 - $1,778
74 Added 0.1%
72,661 $1.73 Million
Q4 2023

Feb 14, 2024
SELL
$22.84 - $23.94 $75,943 - $79,600
-3,325 Reduced 4.38%
72,587 $1.74 Million
Q3 2023

Nov 14, 2023
SELL
$23.07 - $23.6 $61,619 - $63,035
-2,671 Reduced 3.4%
75,912 $1.76 Million
Q2 2023

Aug 14, 2023
BUY
$23.39 - $23.94 $97,138 - $99,422
4,153 Added 5.58%
78,583 $1.85 Million
Q1 2023

Aug 14, 2023
SELL
$23.15 - $24.01 $96,141 - $99,713
-4,153 Reduced 5.28%
74,430 $1.77 Million
Q1 2023

May 15, 2023
SELL
$23.15 - $24.01 $105,401 - $109,317
-4,553 Reduced 5.76%
74,430 $1.77 Million
Q4 2022

Feb 14, 2023
BUY
$22.55 - $23.67 $78,992 - $82,916
3,503 Added 4.64%
78,983 $1.85 Million
Q3 2022

Nov 14, 2022
BUY
$22.77 - $24.53 $87,687 - $94,465
3,851 Added 5.38%
75,480 $1.74 Million
Q2 2022

Aug 11, 2022
SELL
$23.33 - $24.86 $123,998 - $132,130
-5,315 Reduced 6.91%
71,629 $1.71 Million
Q1 2022

May 16, 2022
SELL
$24.73 - $26.48 $344,093 - $368,442
-13,914 Reduced 15.31%
76,944 $1.92 Million
Q4 2021

Feb 14, 2022
SELL
$26.38 - $27.03 $94,071 - $96,388
-3,566 Reduced 3.78%
90,858 $2.41 Million
Q3 2021

Nov 15, 2021
SELL
$26.98 - $27.28 $148,659 - $150,312
-5,510 Reduced 5.51%
94,424 $2.55 Million
Q2 2021

Aug 13, 2021
SELL
$26.65 - $27.15 $58,949 - $60,055
-2,212 Reduced 2.17%
99,934 $2.7 Million
Q1 2021

May 14, 2021
SELL
$26.64 - $27.56 $45,421 - $46,989
-1,705 Reduced 1.64%
102,146 $2.73 Million
Q4 2020

Feb 17, 2021
BUY
$27.04 - $27.57 $276,051 - $281,462
10,209 Added 10.9%
103,851 $2.86 Million
Q3 2020

Nov 13, 2020
SELL
$26.95 - $27.49 $104,592 - $106,688
-3,881 Reduced 3.98%
93,642 $2.54 Million
Q2 2020

Aug 13, 2020
SELL
$24.26 - $27.02 $403,807 - $449,747
-16,645 Reduced 14.58%
97,523 $2.63 Million
Q1 2020

May 15, 2020
SELL
$22.37 - $26.87 $160,929 - $193,302
-7,194 Reduced 5.93%
114,168 $2.8 Million
Q4 2019

Feb 14, 2020
SELL
$25.68 - $26.07 $130,428 - $132,409
-5,079 Reduced 4.02%
121,362 $3.16 Million
Q3 2019

Nov 14, 2019
SELL
$25.24 - $26.19 $230,365 - $239,036
-9,127 Reduced 6.73%
126,441 $3.28 Million
Q2 2019

Aug 13, 2019
BUY
$24.36 - $25.49 $174,977 - $183,094
7,183 Added 5.59%
135,568 $3.46 Million
Q1 2019

May 14, 2019
SELL
$23.35 - $24.57 $460,298 - $484,348
-19,713 Reduced 13.31%
128,385 $3.15 Million
Q4 2018

Feb 14, 2019
SELL
$23.05 - $23.47 $2.99 Million - $3.04 Million
-129,505 Reduced 46.65%
148,098 $3.46 Million
Q3 2018

Nov 14, 2018
SELL
$23.49 - $23.87 $5.53 Million - $5.62 Million
-235,616 Reduced 45.91%
277,603 $6.54 Million
Q2 2018

Aug 14, 2018
SELL
$23.3 - $23.97 $328,763 - $338,216
-14,110 Reduced 2.68%
513,219 $12.1 Million
Q1 2018

May 15, 2018
SELL
$23.79 - $24.9 $68,634 - $71,836
-2,885 Reduced 0.54%
527,329 $12.7 Million
Q4 2017

Feb 13, 2018
BUY
$24.7 - $25.06 $13.1 Million - $13.3 Million
530,214
530,214 $13.2 Million

Others Institutions Holding IBDS

# of Institutions
381
Shares Held
103M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
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