United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 2025

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 674,775 shares of IBTG stock, worth $15.4 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

674,775

Previous 356,552 89.25%

Holding current value

$15.4 Million

Previous $8.18 Million 89.17%

% of portfolio

0.13%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$22.81 - $22.97 $7.26 Million - $7.31 Million	318,223 Added 89.25%	674,775 $15.5 Million
Q1 2025 May 13, 2025	BUY	$22.77 - $22.94 $4.99 Million - $5.03 Million	219,193 Added 159.58%	356,552 $8.18 Million
Q4 2024 Feb 13, 2025	BUY	$22.72 - $23.0 $2.28 Million - $2.3 Million	100,170 Added 269.35%	137,359 $3.13 Million
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

# of Institutions

294

Shares Held

67.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
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United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History