United Capital Financial Advisers, LLC Ishares Tr Ibonds December 202 Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

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 121,401 shares of IBMP stock, worth $3.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

121,401

Previous 109,726 10.64%

Holding current value

$3.08 Million

Previous $2.78 Million 11.22%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$25.3 - $25.56 $295,377 - $298,413	11,675 Added 10.64%	121,401 $3.09 Million
Q2 2025 Aug 11, 2025	SELL	$24.98 - $25.35 $6,644 - $6,743	-266 Reduced 0.24%	109,726 $2.78 Million
Q1 2025 May 13, 2025	BUY	$25.1 - $25.34 $431,996 - $436,126	17,211 Added 18.55%	109,992 $2.78 Million
Q4 2024 Feb 13, 2025	BUY	$25.08 - $25.43 $161,565 - $163,820	6,442 Added 7.46%	92,781 $2.33 Million
Q3 2024 Nov 12, 2024	SELL	$24.92 - $25.47 $46,027 - $47,043	-1,847 Reduced 2.09%	86,339 $2.2 Million

Q2 2024 Aug 14, 2024	SELL	$24.83 - $25.08 $147,241 - $148,724	-5,930 Reduced 6.3%	88,186 $2.21 Million
Q1 2024 May 15, 2024	SELL	$25.17 - $25.41 $372,692 - $376,245	-14,807 Reduced 13.59%	94,116 $2.37 Million
Q4 2023 Feb 14, 2024	SELL	$24.36 - $25.42 $316,972 - $330,765	-13,012 Reduced 10.67%	108,923 $2.77 Million
Q3 2023 Nov 14, 2023	BUY	$24.48 - $25.15 $37,356 - $38,378	1,526 Added 1.27%	121,935 $2.98 Million
Q2 2023 Aug 14, 2023	SELL	$24.82 - $25.61 $123,802 - $127,742	-4,988 Reduced 3.98%	120,409 $3.02 Million
Q1 2023 Aug 14, 2023	BUY	$24.89 - $25.65 $124,151 - $127,942	4,988 Added 4.14%	125,397 $3.19 Million
Q1 2023 May 15, 2023	SELL	$24.89 - $25.65 $303,832 - $313,109	-12,207 Reduced 8.87%	125,397 $3.19 Million
Q4 2022 Feb 14, 2023	BUY	$24.29 - $25.21 $3.34 Million - $3.47 Million	137,604 New	137,604 $3.45 Million

Others Institutions Holding IBMP

# of Institutions

190

Shares Held

20.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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United Capital Financial Advisers, LLC Ishares Tr Ibonds December 202 Transaction History