United Capital Financial Advisers, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 92,781 shares of IBMP stock, worth $2.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
92,781
Previous 86,339 7.46%
Holding current value
$2.35 Million
Previous $2.2 Million 6.14%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
157
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMP Quotes by TradingView
  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email