United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2027 Ter 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 Ibonds Dec 2027 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 92,489 shares of IBDS stock, worth $2.22 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
92,489
Previous 76,900
20.27%
Holding current value
$2.22 Million
Previous $1.87 Million
18.25%
% of portfolio
0.02%
Previous 0.01%
Shares
30 transactions
Others Institutions Holding IBDS
# of Institutions
372Shares Held
99.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.5 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$66.4 Million1.14% of portfolio