United Capital Financial Advisers, LLC Ishares Barclays Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Barclays stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,174 shares of IEF stock, worth $396,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,174

Previous 3,373 23.75%

Holding current value

$396,363

Previous $330,000 16.67%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$92.08 - $98.18 $73,756 - $78,642	801 Added 23.75%	4,174 $385,000
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $12,695 - $13,582	137 Added 4.23%	3,373 $330,000
Q2 2024 Aug 14, 2024	SELL	$91.24 - $94.6 $2.71 Million - $2.81 Million	-29,711 Reduced 90.18%	3,236 $303,000
Q1 2024 May 15, 2024	SELL	$93.54 - $96.82 $3.13 Million - $3.24 Million	-33,503 Reduced 50.42%	32,947 $3.12 Million
Q4 2023 Feb 14, 2024	BUY	$88.95 - $97.0 $2.62 Million - $2.85 Million	29,428 Added 79.49%	66,450 $6.41 Million
Q3 2023 Nov 14, 2023	SELL	$91.32 - $97.13 $3.09 Million - $3.28 Million	-33,811 Reduced 47.73%	37,022 $3.39 Million
Q2 2023 Aug 14, 2023	SELL	$96.39 - $100.48 $2.96 Million - $3.09 Million	-30,712 Reduced 30.24%	70,833 $6.84 Million
Q1 2023 Aug 14, 2023	BUY	$94.41 - $100.02 $2.81 Million - $2.97 Million	29,716 Added 41.95%	100,549 $9.97 Million
Q1 2023 May 15, 2023	SELL	$94.41 - $100.02 $352,621 - $373,574	-3,735 Reduced 3.55%	101,545 $10.1 Million
Q4 2022 Feb 14, 2023	SELL	$92.93 - $99.14 $176,938 - $188,762	-1,904 Reduced 1.78%	105,280 $10.1 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $4.5 Million - $5.03 Million	47,596 Added 79.88%	107,184 $10.3 Million
Q2 2022 Aug 11, 2022	BUY	$98.15 - $106.65 $5.16 Million - $5.6 Million	52,532 Added 744.5%	59,588 $6.1 Million
Q1 2022 May 16, 2022	SELL	$106.08 - $113.93 $37,870 - $40,673	-357 Reduced 4.82%	7,056 $758,000
Q4 2021 Feb 14, 2022	SELL	$113.55 - $116.36 $245,495 - $251,570	-2,162 Reduced 22.58%	7,413 $853,000
Q3 2021 Nov 15, 2021	BUY	$114.96 - $118.18 $57,250 - $58,853	498 Added 5.49%	9,575 $1.1 Million
Q2 2021 Aug 13, 2021	SELL	$113.04 - $115.78 $1.82 Million - $1.87 Million	-16,139 Reduced 64.0%	9,077 $1.05 Million
Q1 2021 May 14, 2021	SELL	$112.93 - $119.98 $84,471 - $89,745	-748 Reduced 2.88%	25,216 $2.85 Million
Q4 2020 Feb 17, 2021	SELL	$119.27 - $121.81 $2.23 Million - $2.28 Million	-18,703 Reduced 41.87%	25,964 $3.11 Million
Q3 2020 Nov 13, 2020	SELL	$121.18 - $123.06 $5.96 Million - $6.05 Million	-49,149 Reduced 52.39%	44,667 $5.44 Million
Q2 2020 Aug 13, 2020	BUY	$119.77 - $122.41 $348,530 - $356,213	2,910 Added 3.2%	93,816 $11.4 Million
Q1 2020 May 15, 2020	BUY	$110.73 - $121.48 $6.86 Million - $7.53 Million	61,949 Added 213.93%	90,906 $11 Million
Q4 2019 Feb 14, 2020	SELL	$110.18 - $113.81 $5.98 Million - $6.18 Million	-54,280 Reduced 65.21%	28,957 $3.19 Million
Q3 2019 Nov 14, 2019	BUY	$108.93 - $114.25 $2.39 Million - $2.5 Million	21,912 Added 35.73%	83,237 $9.36 Million
Q2 2019 Aug 13, 2019	SELL	$105.05 - $110.09 $3.58 Million - $3.75 Million	-34,086 Reduced 35.73%	61,325 $6.75 Million
Q1 2019 May 14, 2019	SELL	$103.43 - $106.84 $65 Million - $67.1 Million	-628,219 Reduced 86.81%	95,411 $10.2 Million
Q4 2018 Feb 14, 2019	BUY	$99.72 - $104.2 $63.1 Million - $65.9 Million	632,774 Added 696.46%	723,630 $75.4 Million
Q3 2018 Nov 14, 2018	SELL	$100.79 - $102.89 $20 Million - $20.4 Million	-198,594 Reduced 68.61%	90,856 $9.19 Million
Q2 2018 Aug 14, 2018	BUY	$100.36 - $103.12 $19.4 Million - $19.9 Million	192,946 Added 199.94%	289,450 $29.7 Million
Q1 2018 May 15, 2018	SELL	$101.6 - $105.33 $12.2 Million - $12.7 Million	-120,388 Reduced 55.51%	96,504 $9.96 Million
Q4 2017 Feb 13, 2018	BUY	$105.0 - $106.86 $2.88 Million - $2.93 Million	27,464 Added 14.5%	216,892 $22.9 Million
Q3 2017 Nov 14, 2017	SELL	$106.52 - $107.22 $1.23 Million - $1.24 Million	-11,538 Reduced 5.74%	189,428 $20.2 Million
Q2 2017 Aug 14, 2017	BUY	N/A	200,966	200,966 $21.4 Million

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

295M

Call Options Held

14.3M

Put Options Held

8.92M

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About ISHARES BARCLAYS

Ticker IEF
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United Capital Financial Advisers, LLC Ishares Barclays Transaction History