United Capital Financial Advisers, LLC Ishares Ibonds Dec 2025 Term C Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 244,486 shares of IBDQ stock, worth $6.15 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
244,486
Previous 239,818 1.95%
Holding current value
$6.15 Million
Previous $6.03 Million 2.07%
% of portfolio
0.05%
Previous 0.05%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$25.04 - $25.18 $116,886 - $117,540
4,668 Added 1.95%
244,486 $6.16 Million
Q1 2025

May 13, 2025
BUY
$25.05 - $25.16 $168,761 - $169,502
6,737 Added 2.89%
239,818 $6.03 Million
Q4 2024

Feb 13, 2025
BUY
$25.0 - $25.11 $443,450 - $445,401
17,738 Added 8.24%
233,081 $5.84 Million
Q3 2024

Nov 12, 2024
BUY
$24.78 - $25.11 $340,824 - $345,362
13,754 Added 6.82%
215,343 $5.41 Million
Q2 2024

Aug 14, 2024
SELL
$24.69 - $24.86 $925,109 - $931,479
-37,469 Reduced 15.67%
201,589 $5.01 Million
Q1 2024

May 15, 2024
BUY
$24.7 - $24.84 $1,704 - $1,713
69 Added 0.03%
239,058 $5.93 Million
Q4 2023

Feb 14, 2024
BUY
$24.29 - $24.76 $1.94 Million - $1.97 Million
79,714 Added 50.05%
238,989 $5.92 Million
Q3 2023

Nov 14, 2023
BUY
$24.29 - $24.48 $32,742 - $32,999
1,348 Added 0.85%
159,275 $3.88 Million
Q2 2023

Aug 14, 2023
BUY
$24.34 - $24.65 $784,965 - $794,962
32,250 Added 25.66%
157,927 $3.85 Million
Q1 2023

Aug 14, 2023
SELL
$24.13 - $24.64 $903,668 - $922,768
-37,450 Reduced 23.71%
120,477 $2.96 Million
Q1 2023

May 15, 2023
SELL
$24.13 - $24.64 $290,597 - $296,739
-12,043 Reduced 8.74%
125,677 $3.08 Million
Q4 2022

Feb 14, 2023
BUY
$23.87 - $24.49 $10,550 - $10,824
442 Added 0.32%
137,720 $3.35 Million
Q3 2022

Nov 14, 2022
SELL
$24.08 - $25.03 $166,296 - $172,857
-6,906 Reduced 4.79%
137,278 $3.31 Million
Q2 2022

Aug 11, 2022
SELL
$24.37 - $25.22 $87,707 - $90,766
-3,599 Reduced 2.44%
144,184 $3.56 Million
Q1 2022

May 16, 2022
SELL
$25.16 - $26.41 $468,630 - $491,912
-18,626 Reduced 11.19%
147,783 $3.73 Million
Q4 2021

Feb 14, 2022
SELL
$26.4 - $26.86 $492,914 - $501,503
-18,671 Reduced 10.09%
166,409 $4.4 Million
Q3 2021

Nov 15, 2021
BUY
$26.83 - $27.09 $109,734 - $110,798
4,090 Added 2.26%
185,080 $4.97 Million
Q2 2021

Aug 13, 2021
BUY
$26.78 - $27.08 $24,958 - $25,238
932 Added 0.52%
180,990 $4.89 Million
Q1 2021

May 14, 2021
BUY
$26.73 - $27.32 $23,789 - $24,314
890 Added 0.5%
180,058 $4.83 Million
Q4 2020

Feb 17, 2021
BUY
$27.03 - $27.37 $1.75 Million - $1.78 Million
64,904 Added 56.8%
179,168 $4.9 Million
Q3 2020

Nov 13, 2020
SELL
$26.94 - $27.28 $90,114 - $91,251
-3,345 Reduced 2.84%
114,264 $3.1 Million
Q2 2020

Aug 13, 2020
SELL
$24.65 - $26.99 $575,922 - $630,594
-23,364 Reduced 16.57%
117,609 $3.17 Million
Q1 2020

May 15, 2020
SELL
$22.67 - $26.73 $105,574 - $124,481
-4,657 Reduced 3.2%
140,973 $3.52 Million
Q4 2019

Feb 14, 2020
BUY
$25.74 - $26.03 $326,923 - $330,607
12,701 Added 9.55%
145,630 $3.78 Million
Q3 2019

Nov 14, 2019
SELL
$25.42 - $26.02 $218,789 - $223,954
-8,607 Reduced 6.08%
132,929 $3.44 Million
Q2 2019

Aug 13, 2019
BUY
$24.71 - $25.61 $156,266 - $161,957
6,324 Added 4.68%
141,536 $3.63 Million
Q1 2019

May 14, 2019
SELL
$23.79 - $24.92 $682,987 - $715,428
-28,709 Reduced 17.51%
135,212 $3.36 Million
Q4 2018

Feb 14, 2019
SELL
$23.51 - $23.86 $2.94 Million - $2.98 Million
-125,051 Reduced 43.27%
163,921 $3.87 Million
Q3 2018

Nov 14, 2018
SELL
$23.84 - $24.18 $5.04 Million - $5.11 Million
-211,528 Reduced 42.26%
288,972 $6.91 Million
Q2 2018

Aug 14, 2018
SELL
$23.71 - $24.24 $205,044 - $209,627
-8,648 Reduced 1.7%
500,500 $12 Million
Q1 2018

May 15, 2018
BUY
$24.0 - $25.02 $131,208 - $136,784
5,467 Added 1.09%
509,148 $12.4 Million
Q4 2017

Feb 13, 2018
BUY
$24.87 - $25.23 $55,335 - $56,136
2,225 Added 0.44%
503,681 $12.6 Million
Q3 2017

Nov 14, 2017
BUY
$25.14 - $25.21 $325,311 - $326,217
12,940 Added 2.65%
501,456 $12.6 Million
Q2 2017

Aug 14, 2017
BUY
N/A
488,516
488,516 $12.2 Million

Others Institutions Holding IBDQ

# of Institutions
428
Shares Held
94.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email