United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 26,475 shares of IBTE stock, worth $634,341. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,475
Previous 23,145 14.39%
Holding current value
$634,341
Previous $555,000 14.41%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$23.88 - $24.01 $79,520 - $79,953
3,330 Added 14.39%
26,475 $635,000
Q2 2024

Aug 14, 2024
SELL
$23.85 - $23.98 $324,145 - $325,912
-13,591 Reduced 37.0%
23,145 $555,000
Q1 2024

May 15, 2024
BUY
$23.85 - $23.95 $576,573 - $578,991
24,175 Added 192.46%
36,736 $879,000
Q4 2023

Feb 14, 2024
BUY
$23.75 - $23.91 $298,323 - $300,333
12,561 New
12,561 $299,000

Others Institutions Holding IBTE

# of Institutions
294
Shares Held
61.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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  • Ticker IBTE
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