United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 59,092 shares of IBDX stock, worth $1.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

59,092

Previous 56,010 5.5%

Holding current value

$1.5 Million

Previous $1.42 Million 6.85%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.97 - $25.78 $76,957 - $79,453	3,082 Added 5.5%	59,092 $1.51 Million
Q2 2025 Aug 11, 2025	BUY	$24.31 - $25.29 $64,470 - $67,069	2,652 Added 4.97%	56,010 $1.42 Million
Q1 2025 May 13, 2025	BUY	$24.21 - $25.09 $1.07 Million - $1.11 Million	44,156 Added 479.85%	53,358 $1.33 Million
Q4 2024 Feb 13, 2025	BUY	$24.5 - $25.72 $14,602 - $15,329	596 Added 6.93%	9,202 $226,000
Q3 2024 Nov 12, 2024	BUY	$24.34 - $25.83 $209,470 - $222,292	8,606 New	8,606 $221,000

Q1 2024 May 15, 2024	BUY	$24.5 - $25.2 $12,397 - $12,751	506 Added 2.87%	18,126 $449,000
Q4 2023 Feb 14, 2024	BUY	$22.73 - $25.34 $400,502 - $446,490	17,620 New	17,620 $444,000

Others Institutions Holding IBDX

# of Institutions

188

Shares Held

42.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2032 TER

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United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History