United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 64,516 shares of IBDW stock, worth $1.32 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
64,516
Previous 63,435 1.7%
Holding current value
$1.32 Million
Previous $1.29 Million 6.37%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$20.12 - $21.28 $21,749 - $23,003
1,081 Added 1.7%
64,516 $1.37 Million
Q2 2024

Aug 14, 2024
SELL
$19.84 - $20.44 $263,276 - $271,238
-13,270 Reduced 17.3%
63,435 $1.29 Million
Q1 2024

May 15, 2024
SELL
$20.24 - $20.75 $11,030 - $11,308
-545 Reduced 0.71%
76,705 $1.57 Million
Q4 2023

Feb 14, 2024
BUY
$18.79 - $20.85 $1.45 Million - $1.61 Million
77,250 New
77,250 $1.6 Million

Others Institutions Holding IBDW

# of Institutions
160
Shares Held
42.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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