United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 78,541 shares of IBTH stock, worth $1.76 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
78,541
Previous 40,672 93.11%
Holding current value
$1.76 Million
Previous $920,000 89.46%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.1 - $22.59 $836,904 - $855,460
37,869 Added 93.11%
78,541 $1.74 Million
Q3 2024

Nov 12, 2024
BUY
$21.96 - $22.69 $373,144 - $385,548
16,992 Added 71.76%
40,672 $920,000
Q2 2024

Aug 14, 2024
BUY
$21.83 - $22.09 $277,852 - $281,161
12,728 Added 116.22%
23,680 $522,000
Q1 2024

May 15, 2024
BUY
$22.05 - $22.46 $241,491 - $245,981
10,952 New
10,952 $242,000

Others Institutions Holding IBTH

# of Institutions
234
Shares Held
45.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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  • Ticker IBTH
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