United Capital Financial Advisers, LLC Ishares Tr Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 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 1,576 shares of ITA stock, worth $232,649. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,576
Holding current value
$232,649
% of portfolio
0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$131.58 - $149.64 $207,370 - $235,832
1,576 New
1,576 $235,000
Q3 2022

Nov 14, 2022
SELL
$91.19 - $108.67 $1,367 - $1,630
-15 Reduced 0.63%
2,384 $217,000
Q2 2022

Aug 11, 2022
BUY
$93.66 - $112.65 $18,732 - $22,530
200 Added 9.1%
2,399 $238,000
Q1 2022

May 16, 2022
SELL
$98.82 - $112.95 $397,157 - $453,946
-4,019 Reduced 64.63%
2,199 $244,000
Q2 2021

Aug 13, 2021
BUY
$102.24 - $112.9 $3,476 - $3,838
34 Added 0.55%
6,218 $681,000
Q1 2021

May 14, 2021
BUY
$89.08 - $106.06 $78,746 - $93,757
884 Added 16.68%
6,184 $644,000
Q4 2020

Feb 17, 2021
BUY
$74.72 - $96.94 $182,092 - $236,242
2,437 Added 85.12%
5,300 $502,000
Q2 2020

Aug 13, 2020
SELL
$67.92 - $96.92 $99,027 - $141,309
-1,458 Reduced 33.74%
2,863 $472,000
Q1 2020

May 15, 2020
SELL
$58.76 - $119.9 $529,016 - $1.08 Million
-9,003 Reduced 67.57%
4,321 $622,000
Q4 2019

Feb 14, 2020
SELL
$107.34 - $116.85 $67,946 - $73,966
-633 Reduced 4.54%
13,324 $2.96 Million
Q3 2019

Nov 14, 2019
SELL
$103.28 - $115.56 $64,653 - $72,340
-626 Reduced 4.29%
13,957 $3.14 Million
Q2 2019

Aug 13, 2019
SELL
$99.62 - $107.96 $97,229 - $105,368
-976 Reduced 6.27%
14,583 $3.12 Million
Q1 2019

May 14, 2019
SELL
$84.17 - $104.72 $84,843 - $105,557
-1,008 Reduced 6.08%
15,559 $3.11 Million
Q4 2018

Feb 14, 2019
SELL
$81.01 - $108.82 $65,861 - $88,470
-813 Reduced 4.68%
16,567 $2.86 Million
Q3 2018

Nov 14, 2018
SELL
$96.46 - $108.81 $49,773 - $56,145
-516 Reduced 2.88%
17,380 $3.76 Million
Q2 2018

Aug 14, 2018
SELL
$93.86 - $102.91 $8.12 Million - $8.9 Million
-86,471 Reduced 82.85%
17,896 $3.44 Million
Q1 2018

May 15, 2018
SELL
$94.18 - $102.65 $683,652 - $745,136
-7,259 Reduced 6.5%
104,367 $20.7 Million
Q4 2017

Feb 13, 2018
BUY
$88.79 - $94.61 $1.82 Million - $1.94 Million
20,515 Added 22.52%
111,626 $21 Million
Q3 2017

Nov 14, 2017
BUY
$88.6 - $89.39 $6.37 Million - $6.42 Million
71,858 Added 373.23%
91,111 $16.2 Million
Q2 2017

Aug 14, 2017
BUY
N/A
19,253
19,253 $3.03 Million

Others Institutions Holding ITA

# of Institutions
701
Shares Held
18.7M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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