United Capital Financial Advisers, LLC Ishares Barclays 20+ Year Trea 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 20+ Year Trea stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 310,696 shares of TLT stock, worth $28.6 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

310,696

Previous 282,580 9.95%

Holding current value

$28.6 Million

Previous $27.7 Million 2.12%

% of portfolio

0.23%

Previous 0.14%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.1 - $98.49 $2.45 Million - $2.77 Million	28,116 Added 9.95%	310,696 $27.1 Million
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $6.11 Million - $6.88 Million	-67,940 Reduced 19.38%	282,580 $27.7 Million
Q2 2024 Aug 14, 2024	BUY	$87.78 - $94.67 $843,126 - $909,305	9,605 Added 2.82%	350,520 $32.2 Million
Q1 2024 May 15, 2024	SELL	$92.18 - $98.72 $12.9 Million - $13.8 Million	-140,187 Reduced 29.14%	340,915 $32.3 Million
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $37.8 Million - $46 Million	457,198 Added 1912.64%	481,102 $47.6 Million
Q3 2023 Nov 14, 2023	BUY	$88.41 - $102.95 $764,304 - $890,002	8,645 Added 56.66%	23,904 $2.12 Million
Q2 2023 Aug 14, 2023	BUY	$100.28 - $108.53 $908,737 - $983,498	9,062 Added 146.23%	15,259 $1.57 Million
Q1 2023 Aug 14, 2023	SELL	$99.48 - $108.63 $901,487 - $984,405	-9,062 Reduced 59.39%	6,197 $659,000
Q1 2023 May 15, 2023	SELL	$99.48 - $108.63 $1.34 Million - $1.47 Million	-13,488 Reduced 68.52%	6,197 $659,000
Q4 2022 Feb 14, 2023	SELL	$92.4 - $109.47 $201,432 - $238,644	-2,180 Reduced 9.97%	19,685 $1.96 Million
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $24,833 - $29,529	246 Added 1.14%	21,865 $2.24 Million
Q2 2022 Aug 11, 2022	BUY	$108.81 - $132.38 $1.39 Million - $1.69 Million	12,783 Added 144.67%	21,619 $2.48 Million
Q1 2022 May 16, 2022	SELL	$128.66 - $144.3 $165,714 - $185,858	-1,288 Reduced 12.72%	8,836 $1.17 Million
Q4 2021 Feb 14, 2022	SELL	$141.52 - $154.35 $43,871 - $47,848	-310 Reduced 2.97%	10,124 $1.5 Million
Q3 2021 Nov 15, 2021	SELL	$144.09 - $151.79 $125,646 - $132,360	-872 Reduced 7.71%	10,434 $1.51 Million
Q2 2021 Aug 13, 2021	BUY	$135.6 - $145.73 $77,970 - $83,794	575 Added 5.36%	11,306 $1.63 Million
Q1 2021 May 14, 2021	SELL	$133.92 - $157.54 $99,904 - $117,524	-746 Reduced 6.5%	10,731 $1.45 Million
Q4 2020 Feb 17, 2021	SELL	$155.16 - $163.36 $4.08 Million - $4.3 Million	-26,303 Reduced 69.62%	11,477 $1.81 Million
Q3 2020 Nov 13, 2020	SELL	$161.12 - $171.57 $6.34 Million - $6.75 Million	-39,349 Reduced 51.02%	37,780 $6.17 Million
Q2 2020 Aug 13, 2020	SELL	$156.11 - $171.29 $8.5 Million - $9.33 Million	-54,480 Reduced 41.4%	77,129 $12.6 Million
Q1 2020 May 15, 2020	BUY	$136.74 - $171.29 $284,282 - $356,111	2,079 Added 1.61%	131,609 $21.4 Million
Q4 2019 Feb 14, 2020	BUY	$134.91 - $145.99 $1.7 Million - $1.84 Million	12,634 Added 10.81%	129,530 $17.5 Million
Q3 2019 Nov 14, 2019	BUY	$130.07 - $147.8 $3.51 Million - $3.99 Million	26,969 Added 29.99%	116,896 $16.7 Million
Q2 2019 Aug 13, 2019	BUY	$122.21 - $132.9 $1.7 Million - $1.85 Million	13,911 Added 18.3%	89,927 $11.9 Million
Q1 2019 May 14, 2019	SELL	$118.66 - $126.56 $5 Million - $5.33 Million	-42,128 Reduced 35.66%	76,016 $9.61 Million
Q4 2018 Feb 14, 2019	BUY	$112.0 - $121.51 $4.58 Million - $4.97 Million	40,867 Added 52.88%	118,144 $14.4 Million
Q3 2018 Nov 14, 2018	SELL	$116.61 - $122.75 $2.92 Million - $3.07 Million	-25,020 Reduced 24.46%	77,277 $9.06 Million
Q2 2018 Aug 14, 2018	SELL	$116.21 - $122.24 $363,156 - $382,000	-3,125 Reduced 2.96%	102,297 $12.5 Million
Q1 2018 May 15, 2018	SELL	$116.74 - $126.09 $478,400 - $516,716	-4,098 Reduced 3.74%	105,422 $12.9 Million
Q4 2017 Feb 13, 2018	SELL	$122.43 - $128.35 $1.3 Million - $1.36 Million	-10,579 Reduced 8.81%	109,520 $13.9 Million
Q3 2017 Nov 14, 2017	BUY	$124.48 - $129.28 $1.57 Million - $1.64 Million	12,652 Added 11.78%	120,099 $15 Million
Q2 2017 Aug 14, 2017	BUY	N/A	107,447	107,447 $13.4 Million

Others Institutions Holding TLT

# of Institutions

1,424

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

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About ISHARES BARCLAYS 20+ YEAR TREA

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United Capital Financial Advisers, LLC Ishares Barclays 20+ Year Trea Transaction History