United Capital Financial Advisers, LLC Ishares Tr Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$25.3 - $27.59 $1,948 - $2,124
-77 Reduced 0.64%
11,932 $303,000
Q2 2023

Aug 14, 2023
BUY
$25.86 - $28.52 $32,945 - $36,334
1,274 Added 11.87%
12,009 $316,000
Q1 2023

Aug 14, 2023
SELL
$26.54 - $29.5 $33,811 - $37,583
-1,274 Reduced 10.61%
10,735 $295,000
Q1 2023

May 15, 2023
SELL
$26.54 - $29.5 $61,652 - $68,528
-2,323 Reduced 17.79%
10,735 $295,000
Q4 2022

Feb 14, 2023
SELL
$22.26 - $27.56 $10,929 - $13,531
-491 Reduced 3.62%
13,058 $354,000
Q3 2022

Nov 14, 2022
BUY
$22.53 - $28.47 $25,188 - $31,829
1,118 Added 8.99%
13,549 $305,000
Q2 2022

Aug 11, 2022
SELL
$26.84 - $32.0 $20,908 - $24,928
-779 Reduced 5.9%
12,431 $338,000
Q1 2022

May 16, 2022
BUY
$29.99 - $33.33 $170,703 - $189,714
5,692 Added 75.71%
13,210 $420,000
Q4 2021

Feb 14, 2022
BUY
$29.77 - $31.71 $223,810 - $238,395
7,518 New
7,518 $234,000
Q2 2020

Aug 13, 2020
SELL
$21.21 - $27.95 $288,943 - $380,762
-13,623 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$19.58 - $34.05 $300,729 - $522,973
-15,359 Reduced 52.99%
13,623 $308,000
Q4 2019

Feb 14, 2020
SELL
$29.79 - $33.61 $77,573 - $87,520
-2,604 Reduced 8.24%
28,982 $973,000
Q3 2019

Nov 14, 2019
BUY
$30.41 - $31.26 $42,665 - $43,857
1,403 Added 4.65%
31,586 $971,000
Q2 2019

Aug 13, 2019
BUY
N/A
1,624 Added 5.69%
30,183 $927,000
Q1 2019

May 14, 2019
BUY
N/A
6,001 Added 26.6%
28,559 $881,000
Q4 2018

Feb 14, 2019
BUY
N/A
16,158 Added 252.47%
22,558 $648,000
Q3 2018

Nov 14, 2018
SELL
N/A
-43 Reduced 0.67%
6,400 $209,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,059 Reduced 14.12%
6,443 $206,000
Q1 2018

May 15, 2018
BUY
N/A
7,502 New
7,502 $247,000
Q3 2017

Nov 14, 2017
SELL
N/A
-39,858 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
39,858
39,858 $1.3 Million

Others Institutions Holding IDV

# of Institutions
463
Shares Held
82.3M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

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