United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 805,137 shares of IBTJ stock, worth $17.7 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

805,137

Previous 486,420 65.52%

Holding current value

$17.7 Million

Previous $10.7 Million 65.82%

% of portfolio

0.13%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$21.68 - $22.04 $6.91 Million - $7.02 Million	318,717 Added 65.52%	805,137 $17.7 Million
Q2 2025 Aug 11, 2025	BUY	$21.57 - $21.99 $4.39 Million - $4.47 Million	203,477 Added 71.91%	486,420 $10.7 Million
Q1 2025 May 13, 2025	BUY	$21.16 - $21.77 $4.63 Million - $4.77 Million	218,883 Added 341.68%	282,943 $6.16 Million
Q4 2024 Feb 13, 2025	BUY	$21.25 - $22.07 $784,720 - $815,000	36,928 Added 136.1%	64,060 $1.37 Million
Q3 2024 Nov 12, 2024	BUY	$21.22 - $22.22 $298,862 - $312,946	14,084 Added 107.94%	27,132 $599,000

Q2 2024 Aug 14, 2024	BUY	$21.0 - $21.44 $274,008 - $279,749	13,048 New	13,048 $278,000

Others Institutions Holding IBTJ

# of Institutions

186

Shares Held

28.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History