United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 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 156,646 shares of IBTF stock, worth $3.64 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
156,646
Previous 145,223
7.87%
Holding current value
$3.64 Million
Previous $3.38 Million
7.63%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
240Shares Held
75.8MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC13.9MShares$322 Million1.08% of portfolio
-
Ubs Group Ag3.92MShares$91.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$88.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$77 Million1.43% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$73.6 Million0.01% of portfolio