United Capital Financial Advisers, LLC Ishares Tr Ibonds December 202 Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 87,606 shares of IBMO stock, worth $2.24 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
87,606
Previous 93,664
6.47%
Holding current value
$2.24 Million
Previous $2.37 Million
6.57%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.7 Million0.34% of portfolio