United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 66,886 shares of IBDT stock, worth $1.66 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
66,886
Previous 64,022 4.47%
Holding current value
$1.66 Million
Previous $1.59 Million 7.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$24.62 - $25.59 $70,511 - $73,289
2,864 Added 4.47%
66,886 $1.71 Million
Q2 2024

Aug 14, 2024
BUY
$24.4 - $24.86 $65,684 - $66,923
2,692 Added 4.39%
64,022 $1.59 Million
Q1 2024

May 15, 2024
BUY
$24.69 - $25.14 $75,082 - $76,450
3,041 Added 5.22%
61,330 $1.53 Million
Q4 2023

Feb 14, 2024
BUY
$23.63 - $25.1 $8,601 - $9,136
364 Added 0.63%
58,289 $1.46 Million
Q3 2023

Nov 14, 2023
SELL
$23.94 - $24.67 $68,444 - $70,531
-2,859 Reduced 4.7%
57,925 $1.39 Million
Q2 2023

Aug 14, 2023
SELL
$24.43 - $25.1 $55,089 - $56,600
-2,255 Reduced 3.58%
60,784 $1.49 Million
Q1 2023

Aug 14, 2023
BUY
$24.16 - $25.2 $54,480 - $56,826
2,255 Added 3.71%
63,039 $1.57 Million
Q1 2023

May 15, 2023
BUY
$24.16 - $25.2 $6,813 - $7,106
282 Added 0.45%
63,039 $1.57 Million
Q4 2022

Feb 14, 2023
BUY
$23.29 - $24.79 $56,990 - $60,661
2,447 Added 4.06%
62,757 $1.52 Million
Q3 2022

Nov 14, 2022
SELL
$23.63 - $25.66 $127,649 - $138,615
-5,402 Reduced 8.22%
60,310 $1.44 Million
Q2 2022

Aug 11, 2022
SELL
$24.36 - $26.23 $118,072 - $127,136
-4,847 Reduced 6.87%
65,712 $1.64 Million
Q1 2022

May 16, 2022
SELL
$26.1 - $28.23 $337,734 - $365,296
-12,940 Reduced 15.5%
70,559 $1.86 Million
Q4 2021

Feb 14, 2022
SELL
$28.15 - $28.74 $101,903 - $104,038
-3,620 Reduced 4.16%
83,499 $2.36 Million
Q3 2021

Nov 15, 2021
SELL
$28.65 - $29.2 $117,780 - $120,041
-4,111 Reduced 4.51%
87,119 $2.5 Million
Q2 2021

Aug 13, 2021
SELL
$28.3 - $28.9 $50,685 - $51,759
-1,791 Reduced 1.93%
91,230 $2.64 Million
Q1 2021

May 14, 2021
SELL
$28.18 - $29.55 $28,771 - $30,170
-1,021 Reduced 1.09%
93,021 $2.63 Million
Q4 2020

Feb 17, 2021
BUY
$28.93 - $29.6 $294,189 - $301,002
10,169 Added 12.12%
94,042 $2.78 Million
Q3 2020

Nov 13, 2020
SELL
$28.88 - $29.59 $113,209 - $115,992
-3,920 Reduced 4.47%
83,873 $2.44 Million
Q2 2020

Aug 13, 2020
SELL
$25.83 - $28.92 $369,420 - $413,613
-14,302 Reduced 14.01%
87,793 $2.53 Million
Q1 2020

May 15, 2020
SELL
$23.76 - $28.9 $188,559 - $229,350
-7,936 Reduced 7.21%
102,095 $2.68 Million
Q4 2019

Feb 14, 2020
BUY
$27.41 - $27.95 $24,285 - $24,763
886 Added 0.81%
110,031 $3.05 Million
Q3 2019

Nov 14, 2019
SELL
$27.29 - $27.76 $317,519 - $322,987
-11,635 Reduced 9.63%
109,145 $3.03 Million
Q2 2019

Aug 13, 2019
BUY
N/A
8,857 Added 7.91%
120,780 $3.28 Million
Q1 2019

May 14, 2019
SELL
N/A
-4,906 Reduced 4.2%
111,923 $2.93 Million
Q4 2018

Feb 14, 2019
BUY
N/A
116,829 New
116,829 $2.91 Million

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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