United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2026 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 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
Others Institutions Holding IBTG
# of Institutions
217Shares Held
41.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.5 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.9 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$39.9 Million0.01% of portfolio