United Capital Financial Advisers, LLC Ishares Tr Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$242.16 - $263.77 $18,646 - $20,310
-77 Reduced 2.42%
3,109 $795,000
Q1 2023

Aug 14, 2023
BUY
$241.82 - $268.07 $18,620 - $20,641
77 Added 2.48%
3,186 $787,000
Q1 2023

May 15, 2023
SELL
$241.82 - $268.07 $87,538 - $97,041
-362 Reduced 10.2%
3,186 $787,000
Q3 2022

Nov 14, 2022
BUY
$51.09 - $286.75 $3,933 - $22,079
77 Added 2.22%
3,548 $906,000
Q1 2022

May 16, 2022
BUY
$260.34 - $290.96 $19,785 - $22,112
76 Added 2.24%
3,471 $982,000
Q4 2021

Feb 14, 2022
SELL
$251.93 - $291.68 $7,557 - $8,750
-30 Reduced 0.88%
3,395 $986,000
Q3 2021

Nov 15, 2021
BUY
$255.78 - $273.21 $6,394 - $6,830
25 Added 0.74%
3,425 $876,000
Q2 2021

Aug 13, 2021
SELL
$248.63 - $272.63 $80,804 - $88,604
-325 Reduced 8.72%
3,400 $906,000
Q4 2020

Feb 17, 2021
SELL
$200.78 - $234.9 $5,019 - $5,872
-25 Reduced 0.67%
3,725 $874,000
Q2 2020

Aug 13, 2020
SELL
$153.14 - $206.37 $1,837 - $2,476
-12 Reduced 0.32%
3,750 $724,000
Q1 2020

May 15, 2020
SELL
$137.01 - $211.53 $4,110 - $6,345
-30 Reduced 0.79%
3,762 $627,000
Q4 2019

Feb 14, 2020
SELL
$158.57 - $201.6 $14,271 - $18,144
-90 Reduced 2.32%
3,792 $761,000
Q3 2019

Feb 14, 2020
BUY
$160.04 - $181.69 $621,275 - $705,320
3,882 New
3,882 $628,000
Q3 2019

Nov 14, 2019
SELL
$160.04 - $181.69 $725,301 - $823,419
-4,532 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
$151.11 - $173.38 $9.57 Million - $11 Million
-63,331 Reduced 93.32%
4,532 $777,000
Q1 2019

May 14, 2019
SELL
$159.24 - $185.5 $89,333 - $104,065
-561 Reduced 0.82%
67,863 $11.4 Million
Q4 2018

Feb 14, 2019
SELL
$162.04 - $201.83 $7.81 Million - $9.73 Million
-48,188 Reduced 41.32%
68,424 $11.3 Million
Q3 2018

Nov 14, 2018
BUY
$176.69 - $199.85 $2.62 Million - $2.96 Million
14,806 Added 14.54%
116,612 $23.3 Million
Q2 2018

Aug 14, 2018
BUY
$155.72 - $182.65 $5.31 Million - $6.23 Million
34,114 Added 50.4%
101,806 $17.9 Million
Q1 2018

May 15, 2018
SELL
$156.22 - $171.87 $63,893 - $70,294
-409 Reduced 0.6%
67,692 $10.7 Million
Q4 2017

Feb 13, 2018
BUY
$141.88 - $157.81 $43,557 - $48,447
307 Added 0.45%
68,101 $10.7 Million
Q3 2017

Nov 14, 2017
SELL
$144.65 - $147.74 $123,386 - $126,022
-853 Reduced 1.24%
67,794 $10 Million
Q2 2017

Aug 14, 2017
BUY
N/A
68,647
68,647 $10.2 Million

Others Institutions Holding IHF

# of Institutions
219
Shares Held
6.72M
Call Options Held
7.4K
Put Options Held
18.8K
View Full List

About ISHARES TR

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