United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 87,823 shares of IBMN stock, worth $2.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
87,823
Previous 80,874 8.59%
Holding current value
$2.35 Million
Previous $2.16 Million 8.4%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$26.55 - $26.67 $184,495 - $185,329
6,949 Added 8.59%
87,823 $2.34 Million
Q3 2024

Nov 12, 2024
SELL
$26.42 - $26.67 $65,759 - $66,381
-2,489 Reduced 2.99%
80,874 $2.16 Million
Q2 2024

Aug 14, 2024
SELL
$26.34 - $26.49 $150,006 - $150,860
-5,695 Reduced 6.39%
83,363 $2.21 Million
Q1 2024

May 15, 2024
SELL
$26.4 - $26.55 $453,367 - $455,943
-17,173 Reduced 16.17%
89,058 $2.36 Million
Q4 2023

Feb 14, 2024
SELL
$26.02 - $26.55 $346,742 - $353,805
-13,326 Reduced 11.15%
106,231 $2.82 Million
Q3 2023

Nov 14, 2023
BUY
$26.08 - $26.38 $56,358 - $57,007
2,161 Added 1.84%
119,557 $3.12 Million
Q2 2023

Aug 14, 2023
SELL
$26.14 - $26.64 $102,860 - $104,828
-3,935 Reduced 3.24%
117,396 $3.09 Million
Q1 2023

Aug 14, 2023
BUY
$26.16 - $26.7 $102,939 - $105,064
3,935 Added 3.35%
121,331 $3.23 Million
Q1 2023

May 15, 2023
SELL
$26.16 - $26.7 $351,485 - $358,741
-13,436 Reduced 9.97%
121,331 $3.23 Million
Q4 2022

Feb 14, 2023
SELL
$25.83 - $26.5 $80,486 - $82,574
-3,116 Reduced 2.26%
134,767 $3.55 Million
Q3 2022

Nov 14, 2022
SELL
$25.89 - $26.92 $14,783 - $15,371
-571 Reduced 0.41%
137,883 $3.57 Million
Q2 2022

Aug 11, 2022
SELL
$26.16 - $26.71 $126,457 - $129,116
-4,834 Reduced 3.37%
138,454 $3.69 Million
Q1 2022

May 16, 2022
SELL
$26.58 - $27.86 $50,023 - $52,432
-1,882 Reduced 1.3%
143,288 $3.82 Million
Q4 2021

Feb 14, 2022
SELL
$27.84 - $27.95 $14,922 - $14,981
-536 Reduced 0.37%
145,170 $4.04 Million
Q3 2021

Nov 15, 2021
BUY
$27.95 - $28.15 $142,377 - $143,396
5,094 Added 3.62%
145,706 $4.07 Million
Q2 2021

Aug 13, 2021
SELL
$27.92 - $28.12 $55,281 - $55,677
-1,980 Reduced 1.39%
140,612 $3.94 Million
Q1 2021

May 14, 2021
SELL
$27.83 - $28.23 $161,191 - $163,508
-5,792 Reduced 3.9%
142,592 $3.98 Million
Q4 2020

Feb 17, 2021
SELL
$27.99 - $28.2 $191,171 - $192,606
-6,830 Reduced 4.4%
148,384 $4.18 Million
Q3 2020

Nov 13, 2020
BUY
$27.86 - $28.21 $4.32 Million - $4.38 Million
155,214 New
155,214 $4.36 Million

Others Institutions Holding IBMN

# of Institutions
180
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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