United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2025 Ter 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 Dec 2025 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,001,688 shares of IBTF stock, worth $23.4 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,001,688
Previous 651,802
53.68%
Holding current value
$23.4 Million
Previous $15.2 Million
53.74%
% of portfolio
0.17%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding IBTF
# of Institutions
331Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio