United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2027 Ter Call Options Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTH

# of Institutions

234

Shares Held

45.1M

Call Options Held

0

Put Options Held

0

Hm Payson & CO Portland, ME

4.93M
Shares

$110 Million
1.89% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$77.4 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

3.01M
Shares

$67.4 Million
2.56% of portfolio
Bank Of America Corp Charlotte, NC

2.41M
Shares

$53.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.51M
Shares

$33.9 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

Track This Portfolio

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.