United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 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 65,373 shares of IBTI stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
65,373
Previous 34,119 91.6%
Holding current value
$1.45 Million
Previous $768,000 86.33%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$21.81 - $22.48 $681,649 - $702,589
31,254 Added 91.6%
65,373 $1.43 Million
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
172
Shares Held
33M
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
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