United Capital Financial Advisers, LLC Ishares Tr 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 stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 66,310 shares of IBDV stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
66,310
Previous 64,011 3.59%
Holding current value
$1.43 Million
Previous $1.42 Million 0.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$21.24 - $22.15 $48,830 - $50,922
2,299 Added 3.59%
66,310 $1.42 Million
Q3 2024

Nov 12, 2024
BUY
$21.11 - $22.24 $20,160 - $21,239
955 Added 1.51%
64,011 $1.42 Million
Q2 2024

Aug 14, 2024
SELL
$20.82 - $21.38 $19,945 - $20,482
-958 Reduced 1.5%
63,056 $1.34 Million
Q1 2024

May 15, 2024
SELL
$21.16 - $21.68 $8,781 - $8,997
-415 Reduced 0.64%
64,014 $1.37 Million
Q4 2023

Feb 14, 2024
SELL
$19.85 - $21.72 $73,663 - $80,602
-3,711 Reduced 5.45%
64,429 $1.39 Million
Q3 2023

Nov 14, 2023
SELL
$20.34 - $21.26 $125,558 - $131,237
-6,173 Reduced 8.31%
68,140 $1.39 Million
Q2 2023

Aug 14, 2023
SELL
$21.0 - $21.69 $56,259 - $58,107
-2,679 Reduced 3.48%
74,313 $1.58 Million
Q1 2023

Aug 14, 2023
BUY
$20.69 - $21.78 $55,428 - $58,348
2,679 Added 3.61%
76,992 $1.66 Million
Q1 2023

May 15, 2023
SELL
$20.69 - $21.78 $104,670 - $110,185
-5,059 Reduced 6.17%
76,992 $1.66 Million
Q4 2022

Feb 14, 2023
BUY
$19.74 - $21.37 $1.62 Million - $1.75 Million
82,051 New
82,051 $1.71 Million

Others Institutions Holding IBDV

# of Institutions
222
Shares Held
60.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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