A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 467,692 shares of IGEB stock, worth $20.8 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
467,692
Previous 544,265 14.07%
Holding current value
$20.8 Million
Previous $24.1 Million 9.98%
% of portfolio
0.11%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$43.99 - $46.63 $3.37 Million - $3.57 Million
-76,573 Reduced 14.07%
467,692 $21.7 Million
Q2 2024

Aug 14, 2024

BUY
$43.4 - $44.71 $12.5 Million - $12.8 Million
287,302 Added 111.81%
544,265 $24.1 Million
Q1 2024

May 15, 2024

SELL
$44.2 - $45.3 $532,300 - $545,547
-12,043 Reduced 4.48%
256,963 $11.5 Million
Q4 2023

Feb 14, 2024

BUY
$41.19 - $45.42 $11.1 Million - $12.2 Million
269,006 New
269,006 $12.2 Million

Others Institutions Holding IGEB

About ISHARES TR EDGE INVT GRADE ENH


  • Ticker IGEB
  • Sector ETFs
  • Industry ETFs
More about IGEB
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

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.