United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 74,943 shares of IBDU stock, worth $1.72 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
74,943
Previous 53,401 40.34%
Holding current value
$1.72 Million
Previous $1.26 Million 36.1%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.71 - $23.47 $489,218 - $505,590
21,542 Added 40.34%
74,943 $1.71 Million
Q3 2024

Nov 12, 2024
BUY
$22.51 - $23.57 $42,723 - $44,735
1,898 Added 3.69%
53,401 $1.26 Million
Q2 2024

Aug 14, 2024
BUY
$22.29 - $22.77 $34,014 - $34,747
1,526 Added 3.05%
51,503 $1.17 Million
Q1 2024

May 15, 2024
SELL
$22.61 - $23.1 $5,290 - $5,405
-234 Reduced 0.47%
49,977 $1.14 Million
Q4 2023

Feb 14, 2024
SELL
$21.44 - $23.11 $277,412 - $299,020
-12,939 Reduced 20.49%
50,211 $1.16 Million
Q3 2023

Nov 14, 2023
SELL
$21.83 - $22.62 $16,940 - $17,553
-776 Reduced 1.21%
63,150 $1.38 Million
Q2 2023

Aug 14, 2023
SELL
$22.32 - $23.04 $28,011 - $28,915
-1,255 Reduced 1.93%
63,926 $1.44 Million
Q1 2023

Aug 14, 2023
BUY
$21.99 - $23.12 $27,597 - $29,015
1,255 Added 1.96%
65,181 $1.49 Million
Q1 2023

May 15, 2023
BUY
$21.99 - $23.12 $7,652 - $8,045
348 Added 0.54%
65,181 $1.49 Million
Q4 2022

Feb 14, 2023
SELL
$21.21 - $22.74 $25,261 - $27,083
-1,191 Reduced 1.8%
64,833 $1.44 Million
Q3 2022

Nov 14, 2022
SELL
$21.55 - $23.64 $124,515 - $136,591
-5,778 Reduced 8.05%
66,024 $1.44 Million
Q2 2022

Aug 11, 2022
SELL
$22.39 - $24.47 $117,234 - $128,124
-5,236 Reduced 6.8%
71,802 $1.64 Million
Q1 2022

May 16, 2022
SELL
$24.25 - $26.14 $344,277 - $371,109
-14,197 Reduced 15.56%
77,038 $1.89 Million
Q4 2021

Feb 14, 2022
BUY
$26.12 - $26.7 $2.38 Million - $2.44 Million
91,235 New
91,235 $2.4 Million
Q4 2020

Feb 17, 2021
SELL
$26.88 - $27.5 $2.35 Million - $2.4 Million
-87,412 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
$26.78 - $27.52 $148,495 - $152,598
-5,545 Reduced 5.97%
87,412 $2.36 Million
Q2 2020

Aug 13, 2020
SELL
$23.83 - $26.77 $373,630 - $419,726
-15,679 Reduced 14.43%
92,957 $2.49 Million
Q1 2020

May 15, 2020
SELL
$21.86 - $26.73 $261,948 - $320,305
-11,983 Reduced 9.93%
108,636 $2.62 Million
Q4 2019

Feb 14, 2020
BUY
$25.18 - $25.69 $3.04 Million - $3.1 Million
120,619 New
120,619 $3.08 Million

Others Institutions Holding IBDU

# of Institutions
267
Shares Held
80.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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