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 27,132 shares of IBTJ stock, worth $576,826. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,132
Previous 13,048 107.94%
Holding current value
$576,826
Previous $278,000 115.47%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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