United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,202 shares of IBDX stock, worth $229,313. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,202
Previous 8,606 6.93%
Holding current value
$229,313
Previous $221,000 2.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$24.5 - $25.72 $14,602 - $15,329
596 Added 6.93%
9,202 $226,000
Q3 2024

Nov 12, 2024
BUY
$24.34 - $25.83 $209,470 - $222,292
8,606 New
8,606 $221,000
Q1 2024

May 15, 2024
BUY
$24.5 - $25.2 $12,397 - $12,751
506 Added 2.87%
18,126 $449,000
Q4 2023

Feb 14, 2024
BUY
$22.73 - $25.34 $400,502 - $446,490
17,620 New
17,620 $444,000

Others Institutions Holding IBDX

# of Institutions
131
Shares Held
31.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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