United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 26,475 shares of IBTE stock, worth $631,958. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,475
Previous 23,145 14.39%
Holding current value
$631,958
Previous $555,000 14.41%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$23.88 - $24.01 $79,520 - $79,953
3,330 Added 14.39%
26,475 $635,000
Q2 2024

Aug 14, 2024
SELL
$23.85 - $23.98 $324,145 - $325,912
-13,591 Reduced 37.0%
23,145 $555,000
Q1 2024

May 15, 2024
BUY
$23.85 - $23.95 $576,573 - $578,991
24,175 Added 192.46%
36,736 $879,000
Q4 2023

Feb 14, 2024
BUY
$23.75 - $23.91 $298,323 - $300,333
12,561 New
12,561 $299,000

Others Institutions Holding IBTE

# of Institutions
295
Shares Held
61.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBTE Quotes by TradingView
  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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