United Capital Financial Advisers, LLC Ishares Tr 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 stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,275 shares of ITB stock, worth $611,373. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,275
Previous 5,645 11.16%
Holding current value
$611,373
Previous $717,000 9.62%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$103.31 - $129.34 $65,085 - $81,484
630 Added 11.16%
6,275 $648,000
Q3 2024

Nov 12, 2024
SELL
$97.52 - $128.64 $30,133 - $39,749
-309 Reduced 5.19%
5,645 $717,000
Q2 2024

Aug 14, 2024
SELL
$100.52 - $113.96 $37,493 - $42,507
-373 Reduced 5.9%
5,954 $601,000
Q1 2024

May 15, 2024
SELL
$97.53 - $115.77 $152,829 - $181,411
-1,567 Reduced 19.85%
6,327 $732,000
Q4 2023

Feb 14, 2024
SELL
$71.4 - $102.59 $201,562 - $289,611
-2,823 Reduced 26.34%
7,894 $803,000
Q3 2023

Nov 14, 2023
SELL
$77.76 - $89.31 $34,214 - $39,296
-440 Reduced 3.94%
10,717 $841,000
Q2 2023

Aug 14, 2023
SELL
$67.91 - $85.44 $166,039 - $208,900
-2,445 Reduced 17.98%
11,157 $953,000
Q1 2023

Aug 14, 2023
BUY
$61.44 - $73.21 $150,220 - $178,998
2,445 Added 21.91%
13,602 $956,000
Q1 2023

May 15, 2023
SELL
$61.44 - $73.21 $50,380 - $60,032
-820 Reduced 5.69%
13,602 $956,000
Q4 2022

Feb 14, 2023
SELL
$50.75 - $62.84 $9,490 - $11,751
-187 Reduced 1.28%
14,422 $873,000
Q3 2022

Nov 14, 2022
SELL
$51.41 - $62.95 $399,147 - $488,743
-7,764 Reduced 34.7%
14,609 $760,000
Q2 2022

Aug 11, 2022
SELL
$49.13 - $62.4 $19 Million - $24.2 Million
-387,491 Reduced 94.54%
22,373 $1.18 Million
Q1 2022

May 16, 2022
BUY
$59.26 - $81.62 $144,535 - $199,071
2,439 Added 0.6%
409,864 $24.3 Million
Q4 2021

Feb 14, 2022
BUY
$66.2 - $83.04 $18,006 - $22,586
272 Added 0.07%
407,425 $33.8 Million
Q3 2021

Nov 15, 2021
BUY
$66.08 - $74.05 $448,551 - $502,651
6,788 Added 1.7%
407,153 $26.9 Million
Q2 2021

Aug 13, 2021
BUY
$66.57 - $77.09 $306,088 - $354,459
4,598 Added 1.16%
400,365 $27.7 Million
Q1 2021

May 14, 2021
BUY
$54.6 - $68.53 $702,811 - $882,118
12,872 Added 3.36%
395,767 $26.9 Million
Q4 2020

Feb 17, 2021
BUY
$51.98 - $59.98 $271,335 - $313,095
5,220 Added 1.38%
382,895 $21.4 Million
Q3 2020

Nov 13, 2020
BUY
$43.11 - $56.77 $585,304 - $770,766
13,577 Added 3.73%
377,675 $21.4 Million
Q2 2020

Aug 13, 2020
BUY
$25.75 - $46.19 $105,420 - $189,101
4,094 Added 1.14%
364,098 $16.1 Million
Q1 2020

May 15, 2020
BUY
$24.14 - $50.4 $395,147 - $824,997
16,369 Added 4.76%
360,004 $10.4 Million
Q4 2019

Feb 14, 2020
SELL
$42.57 - $45.89 $39,590 - $42,677
-930 Reduced 0.27%
343,635 $15.3 Million
Q3 2019

Nov 14, 2019
SELL
$37.87 - $43.31 $337,951 - $386,498
-8,924 Reduced 2.52%
344,565 $14.9 Million
Q2 2019

Aug 13, 2019
BUY
$35.39 - $39.22 $61,366 - $68,007
1,734 Added 0.49%
353,489 $13.5 Million
Q1 2019

May 14, 2019
BUY
$30.08 - $35.88 $856,347 - $1.02 Million
28,469 Added 8.81%
351,755 $12.4 Million
Q4 2018

Feb 14, 2019
SELL
$28.55 - $35.21 $239,363 - $295,200
-8,384 Reduced 2.53%
323,286 $9.71 Million
Q3 2018

Nov 14, 2018
BUY
$35.34 - $40.09 $353,647 - $401,180
10,007 Added 3.11%
331,670 $11.7 Million
Q2 2018

Aug 14, 2018
BUY
$37.27 - $41.22 $443,177 - $490,147
11,891 Added 3.84%
321,663 $12.3 Million
Q1 2018

May 15, 2018
SELL
$38.31 - $46.25 $15.8 Million - $19.1 Million
-412,457 Reduced 57.11%
309,772 $12.2 Million
Q4 2017

Feb 13, 2018
BUY
$36.7 - $43.92 $15.5 Million - $18.5 Million
421,470 Added 140.14%
722,229 $31.6 Million
Q3 2017

Nov 14, 2017
BUY
$35.44 - $36.54 $9.97 Million - $10.3 Million
281,202 Added 1437.86%
300,759 $11 Million
Q2 2017

Aug 14, 2017
BUY
N/A
19,557
19,557 $664,000

Others Institutions Holding ITB

# of Institutions
422
Shares Held
21.4M
Call Options Held
2.11M
Put Options Held
6.77M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
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