United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 83,972 shares of IBMQ stock, worth $2.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
83,972
Previous 85,797 2.13%
Holding current value
$2.11 Million
Previous $2.15 Million 0.28%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$24.91 - $25.63 $45,460 - $46,774
-1,825 Reduced 2.13%
83,972 $2.15 Million
Q2 2024

Aug 14, 2024
SELL
$24.81 - $25.19 $132,609 - $134,640
-5,345 Reduced 5.86%
85,797 $2.15 Million
Q1 2024

May 15, 2024
SELL
$25.27 - $25.61 $376,624 - $381,691
-14,904 Reduced 14.05%
91,142 $2.3 Million
Q4 2023

Feb 14, 2024
BUY
$24.26 - $25.61 $2.57 Million - $2.72 Million
106,046 New
106,046 $2.71 Million

Others Institutions Holding IBMQ

# of Institutions
128
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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