United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 34,119 shares of IBTI stock, worth $750,618. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,119
Previous 20,304 68.04%
Holding current value
$750,618
Previous $443,000 73.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$21.7 - $22.6 $299,785 - $312,219
13,815 Added 68.04%
34,119 $768,000
Q2 2024

Aug 14, 2024
BUY
$21.51 - $21.88 $198,386 - $201,799
9,223 Added 83.23%
20,304 $443,000
Q1 2024

May 15, 2024
BUY
$21.79 - $22.29 $241,454 - $246,995
11,081 New
11,081 $243,000

Others Institutions Holding IBTI

# of Institutions
146
Shares Held
23.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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