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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$25.16 - $25.33 $152,419 - $153,449
-6,058 Reduced 6.47%
87,606 $2.22 Million
Q1 2024

May 15, 2024
SELL
$25.35 - $25.52 $410,163 - $412,913
-16,180 Reduced 14.73%
93,664 $2.37 Million
Q4 2023

Feb 14, 2024
SELL
$24.71 - $25.52 $310,827 - $321,016
-12,579 Reduced 10.28%
109,844 $2.8 Million
Q3 2023

Nov 14, 2023
BUY
$24.76 - $25.26 $56,254 - $57,390
2,272 Added 1.89%
122,423 $3.04 Million
Q2 2023

Aug 14, 2023
SELL
$24.96 - $25.63 $112,419 - $115,437
-4,504 Reduced 3.61%
120,151 $3.03 Million
Q1 2023

Aug 14, 2023
BUY
$24.99 - $25.64 $112,554 - $115,482
4,504 Added 3.75%
124,655 $3.18 Million
Q1 2023

May 15, 2023
SELL
$24.99 - $25.64 $515,668 - $529,081
-20,635 Reduced 14.2%
124,655 $3.18 Million
Q4 2022

Feb 14, 2023
SELL
$24.52 - $25.33 $56,984 - $58,866
-2,324 Reduced 1.57%
145,290 $3.66 Million
Q3 2022

Nov 14, 2022
BUY
$24.63 - $25.76 $151,548 - $158,501
6,153 Added 4.35%
147,614 $3.64 Million
Q2 2022

Aug 11, 2022
SELL
$24.88 - $25.49 $160,724 - $164,665
-6,460 Reduced 4.37%
141,461 $3.59 Million
Q1 2022

May 16, 2022
SELL
$25.42 - $26.86 $50,865 - $53,746
-2,001 Reduced 1.33%
147,921 $3.77 Million
Q4 2021

Feb 14, 2022
BUY
$26.8 - $26.92 $4.02 Million - $4.04 Million
149,922 New
149,922 $4.03 Million

Others Institutions Holding IBMO

# of Institutions
165
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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