United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2026 Ter 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 Dec 2026 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 137,359 shares of IBTG stock, worth $3.15 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
137,359
Previous 37,189
269.35%
Holding current value
$3.15 Million
Previous $857,000
265.58%
% of portfolio
0.03%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.9 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.4 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.5 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$62 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.3 Million1.1% of portfolio