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 3,157 shares of IYJ stock, worth $427,994. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,157

Previous 3,157 -0.0%

Holding current value

$427,994

Previous $421,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$119.1 - $125.05 $15,363 - $16,131	129 Added 4.26%	3,157 $377,000
Q1 2024 May 15, 2024	SELL	$111.23 - $125.71 $199,880 - $225,900	-1,797 Reduced 37.24%	3,028 $380,000
Q4 2023 Feb 14, 2024	SELL	$95.31 - $114.66 $2.85 Million - $3.42 Million	-29,852 Reduced 86.09%	4,825 $551,000
Q3 2023 Nov 14, 2023	BUY	$100.31 - $109.74 $15,949 - $17,448	159 Added 0.46%	34,677 $3.5 Million
Q2 2023 Aug 14, 2023	SELL	$96.6 - $106.04 $85,587 - $93,951	-886 Reduced 2.5%	34,518 $3.66 Million
Q1 2023 Aug 14, 2023	BUY	$95.26 - $104.26 $84,400 - $92,374	886 Added 2.57%	35,404 $3.55 Million
Q1 2023 May 15, 2023	SELL	$95.26 - $104.26 $475,442 - $520,361	-4,991 Reduced 12.36%	35,404 $3.55 Million
Q4 2022 Feb 14, 2023	SELL	$84.86 - $101.21 $107,263 - $127,929	-1,264 Reduced 3.03%	40,395 $3.9 Million
Q3 2022 Nov 14, 2022	SELL	$83.78 - $102.55 $148,877 - $182,231	-1,777 Reduced 4.09%	41,659 $3.49 Million
Q2 2022 Aug 11, 2022	BUY	$86.15 - $105.81 $86,236 - $105,915	1,001 Added 2.36%	43,436 $3.83 Million
Q1 2022 May 16, 2022	BUY	$97.52 - $114.07 $267,107 - $312,437	2,739 Added 6.9%	42,435 $4.47 Million
Q4 2021 Feb 14, 2022	BUY	$104.49 - $114.29 $228,519 - $249,952	2,187 Added 5.83%	39,696 $4.48 Million
Q3 2021 Nov 15, 2021	BUY	$107.16 - $114.98 $10,073 - $10,808	94 Added 0.25%	37,509 $4.02 Million
Q2 2021 Aug 13, 2021	SELL	$106.5 - $112.79 $52,185 - $55,267	-490 Reduced 1.29%	37,415 $4.16 Million
Q1 2021 May 14, 2021	BUY	$93.24 - $105.87 $93 - $105	1 Added 0.0%	37,905 $4.01 Million
Q4 2020 Feb 17, 2021	BUY	$81.66 - $97.19 $1.55 Million - $1.85 Million	18,987 Added 100.37%	37,904 $3.68 Million
Q3 2020 Nov 13, 2020	SELL	$74.42 - $87.03 $37,879 - $44,298	-509 Reduced 2.62%	18,917 $3.16 Million
Q2 2020 Aug 13, 2020	SELL	$58.74 - $81.28 $102,971 - $142,483	-1,753 Reduced 8.28%	19,426 $2.93 Million
Q1 2020 May 15, 2020	BUY	$52.08 - $87.1 $36,508 - $61,057	701 Added 3.42%	21,179 $2.63 Million
Q4 2019 Feb 14, 2020	BUY	$75.93 - $84.31 $79,574 - $88,356	1,048 Added 5.39%	20,478 $3.43 Million
Q3 2019 Nov 14, 2019	BUY	$75.18 - $80.81 $4,134 - $4,444	55 Added 0.28%	19,430 $3.09 Million
Q2 2019 Aug 13, 2019	BUY	$73.79 - $79.44 $264,832 - $285,110	3,589 Added 22.74%	19,375 $3.07 Million
Q1 2019 May 14, 2019	SELL	$62.56 - $76.42 $8,320 - $10,163	-133 Reduced 0.84%	15,786 $2.4 Million
Q4 2018 Feb 14, 2019	BUY	$60.03 - $78.9 $12,546 - $16,490	209 Added 1.33%	15,919 $2.05 Million
Q3 2018 Nov 14, 2018	BUY	$71.72 - $79.5 $88,143 - $97,705	1,229 Added 8.49%	15,710 $2.45 Million
Q2 2018 Aug 14, 2018	BUY	$70.11 - $75.86 $79,574 - $86,101	1,135 Added 8.5%	14,481 $2.08 Million
Q1 2018 May 15, 2018	BUY	$70.82 - $79.05 $358,561 - $400,230	5,063 Added 61.13%	13,346 $1.94 Million
Q4 2017 Feb 13, 2018	SELL	$69.42 - $73.89 $3,054 - $3,251	-44 Reduced 0.53%	8,283 $1.22 Million
Q3 2017 Nov 14, 2017	BUY	$68.93 - $69.27 $5,376 - $5,403	78 Added 0.95%	8,327 $1.15 Million
Q2 2017 Aug 14, 2017	BUY	N/A	8,249	8,249 $1.09 Million

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

6.59M

Call Options Held

35.9K

Put Options Held

11.8K

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United Capital Financial Advisers, LLC Ishares Tr Transaction History