United Capital Financial Advisers, LLC Ishares Tr 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 stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 217,940 shares of IFRA stock, worth $10.2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

217,940

Previous 218,114 0.08%

Holding current value

$10.2 Million

Previous $10.2 Million 1.52%

% of portfolio

0.09%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$45.94 - $51.71 $7,993 - $8,997	-174 Reduced 0.08%	217,940 $10.1 Million
Q3 2024 Nov 12, 2024	SELL	$41.55 - $46.97 $32,450 - $36,683	-781 Reduced 0.36%	218,114 $10.2 Million
Q2 2024 Aug 14, 2024	SELL	$41.22 - $44.87 $282,727 - $307,763	-6,859 Reduced 3.04%	218,895 $9.22 Million
Q1 2024 May 15, 2024	SELL	$38.14 - $43.36 $638,921 - $726,366	-16,752 Reduced 6.91%	225,754 $9.79 Million
Q4 2023 Feb 14, 2024	BUY	$34.58 - $40.63 $8.05 Million - $9.46 Million	232,877 Added 2418.5%	242,506 $9.77 Million
Q3 2023 Nov 14, 2023	SELL	$36.59 - $40.45 $18,331 - $20,265	-501 Reduced 4.95%	9,629 $352,000
Q2 2023 Aug 14, 2023	SELL	$35.99 - $39.08 $1.45 Million - $1.57 Million	-40,199 Reduced 79.87%	10,130 $395,000
Q1 2023 Aug 14, 2023	BUY	$35.21 - $39.8 $99,397 - $112,355	2,823 Added 27.87%	12,953 $483,000
Q1 2023 May 15, 2023	BUY	$35.21 - $39.8 $1.36 Million - $1.54 Million	38,752 Added 334.73%	50,329 $1.88 Million
Q4 2022 Feb 14, 2023	BUY	$32.43 - $38.16 $27,176 - $31,978	838 Added 7.8%	11,577 $419,000
Q3 2022 Nov 14, 2022	BUY	$32.24 - $39.24 $57,999 - $70,592	1,799 Added 20.12%	10,739 $346,000
Q2 2022 Aug 11, 2022	BUY	$32.87 - $39.92 $293,857 - $356,884	8,940 New	8,940 $304,000

Others Institutions Holding IFRA

# of Institutions

475

Shares Held

52.4M

Call Options Held

Put Options Held

100

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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United Capital Financial Advisers, LLC Ishares Tr Transaction History