A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 37,189 shares of IBTG stock, worth $847,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37,189
Previous 30,273 22.85%
Holding current value
$847,909
Previous $685,000 25.11%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$22.55 - $23.1 $155,955 - $159,759
6,916 Added 22.85%
37,189 $857,000
Q2 2024

Aug 14, 2024

BUY
$22.46 - $22.66 $198,613 - $200,382
8,843 Added 41.26%
30,273 $685,000
Q1 2024

May 15, 2024

BUY
$22.62 - $22.94 $484,746 - $491,604
21,430 New
21,430 $486,000

Others Institutions Holding IBTG

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
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