United Capital Financial Advisers, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 120,230 shares of IBMO stock, worth $3.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

120,230

Previous 108,197 11.12%

Holding current value

$3.08 Million

Previous $2.77 Million 11.29%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$25.58 - $25.72 $307,804 - $309,488	12,033 Added 11.12%	120,230 $3.09 Million
Q2 2025 Aug 11, 2025	BUY	$25.32 - $25.63 $2,101 - $2,127	83 Added 0.08%	108,197 $2.77 Million
Q1 2025 May 13, 2025	BUY	$25.45 - $25.6 $425,116 - $427,622	16,704 Added 18.27%	108,114 $2.76 Million
Q4 2024 Feb 13, 2025	BUY	$25.4 - $25.62 $161,264 - $162,661	6,349 Added 7.46%	91,410 $2.33 Million
Q3 2024 Nov 12, 2024	SELL	$25.26 - $25.66 $64,286 - $65,304	-2,545 Reduced 2.91%	85,061 $2.18 Million

Q2 2024 Aug 14, 2024	SELL	$25.16 - $25.33 $152,419 - $153,449	-6,058 Reduced 6.47%	87,606 $2.22 Million
Q1 2024 May 15, 2024	SELL	$25.35 - $25.52 $410,163 - $412,913	-16,180 Reduced 14.73%	93,664 $2.37 Million
Q4 2023 Feb 14, 2024	SELL	$24.71 - $25.52 $310,827 - $321,016	-12,579 Reduced 10.28%	109,844 $2.8 Million
Q3 2023 Nov 14, 2023	BUY	$24.76 - $25.26 $56,254 - $57,390	2,272 Added 1.89%	122,423 $3.04 Million
Q2 2023 Aug 14, 2023	SELL	$24.96 - $25.63 $112,419 - $115,437	-4,504 Reduced 3.61%	120,151 $3.03 Million
Q1 2023 Aug 14, 2023	BUY	$24.99 - $25.64 $112,554 - $115,482	4,504 Added 3.75%	124,655 $3.18 Million
Q1 2023 May 15, 2023	SELL	$24.99 - $25.64 $515,668 - $529,081	-20,635 Reduced 14.2%	124,655 $3.18 Million
Q4 2022 Feb 14, 2023	SELL	$24.52 - $25.33 $56,984 - $58,866	-2,324 Reduced 1.57%	145,290 $3.66 Million
Q3 2022 Nov 14, 2022	BUY	$24.63 - $25.76 $151,548 - $158,501	6,153 Added 4.35%	147,614 $3.64 Million
Q2 2022 Aug 11, 2022	SELL	$24.88 - $25.49 $160,724 - $164,665	-6,460 Reduced 4.37%	141,461 $3.59 Million
Q1 2022 May 16, 2022	SELL	$25.42 - $26.86 $50,865 - $53,746	-2,001 Reduced 1.33%	147,921 $3.77 Million
Q4 2021 Feb 14, 2022	BUY	$26.8 - $26.92 $4.02 Million - $4.04 Million	149,922 New	149,922 $4.03 Million

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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United Capital Financial Advisers, LLC Ishares Tr Ibonds December 202 Transaction History