United Capital Financial Advisers, LLC Ishares Tr Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

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

Nov 14, 2023
SELL
$154.42 - $169.5 $18,684 - $20,509
-121 Reduced 0.74%
16,290 $2.52 Million
Q2 2023

Aug 14, 2023
SELL
$144.44 - $157.99 $73,375 - $80,258
-508 Reduced 3.0%
16,411 $2.59 Million
Q1 2023

Aug 14, 2023
BUY
$145.23 - $176.24 $73,776 - $89,529
508 Added 3.1%
16,919 $2.55 Million
Q1 2023

May 15, 2023
SELL
$145.23 - $176.24 $160,914 - $195,273
-1,108 Reduced 6.15%
16,919 $2.55 Million
Q4 2022

Feb 14, 2023
SELL
$46.92 - $169.19 $25,899 - $93,392
-552 Reduced 2.97%
18,027 $2.84 Million
Q3 2022

Nov 14, 2022
BUY
$47.08 - $57.16 $2,871 - $3,486
61 Added 0.33%
18,579 $2.62 Million
Q2 2022

Aug 11, 2022
BUY
$48.28 - $60.23 $32,685 - $40,775
677 Added 3.79%
18,518 $2.75 Million
Q1 2022

May 16, 2022
SELL
$55.98 - $67.65 $34,763 - $42,010
-621 Reduced 3.36%
17,841 $3.22 Million
Q4 2021

Feb 14, 2022
BUY
$61.79 - $67.85 $57,897 - $63,575
937 Added 5.35%
18,462 $3.57 Million
Q3 2021

Nov 15, 2021
BUY
$59.43 - $64.96 $42,433 - $46,381
714 Added 4.25%
17,525 $3.3 Million
Q2 2021

Aug 13, 2021
BUY
$57.88 - $63.59 $4,572 - $5,023
79 Added 0.47%
16,811 $3.11 Million
Q1 2021

May 14, 2021
SELL
$48.45 - $58.92 $6,831 - $8,307
-141 Reduced 0.84%
16,732 $2.87 Million
Q4 2020

Feb 17, 2021
BUY
$39.45 - $50.02 $45,998 - $58,323
1,166 Added 7.42%
16,873 $2.53 Million
Q3 2020

Nov 13, 2020
BUY
$38.91 - $43.53 $97,391 - $108,955
2,503 Added 18.96%
15,707 $1.92 Million
Q2 2020

Aug 13, 2020
SELL
$32.09 - $45.18 $34,368 - $48,387
-1,071 Reduced 7.5%
13,204 $1.58 Million
Q1 2020

May 15, 2020
SELL
$28.97 - $52.03 $429,132 - $770,720
-14,813 Reduced 50.92%
14,275 $1.47 Million
Q4 2019

Feb 14, 2020
BUY
$43.52 - $50.81 $11,184 - $13,058
257 Added 0.89%
29,088 $4.42 Million
Q3 2019

Nov 14, 2019
SELL
$45.33 - $46.53 $28,104 - $28,848
-620 Reduced 2.11%
28,831 $3.93 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-1,662 Reduced 5.34%
29,451 $3.94 Million
Q1 2019

May 14, 2019
BUY
N/A
1,372 Added 4.61%
31,113 $3.88 Million
Q4 2018

Feb 14, 2019
BUY
N/A
70 Added 0.24%
29,741 $3.34 Million
Q3 2018

Nov 14, 2018
BUY
N/A
388 Added 1.33%
29,671 $3.96 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-1,470 Reduced 4.78%
29,283 $3.8 Million
Q1 2018

May 15, 2018
BUY
N/A
5,271 Added 20.69%
30,753 $4.03 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,361 Reduced 5.07%
25,482 $3.35 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-525 Reduced 1.92%
26,843 $3.22 Million
Q2 2017

Aug 14, 2017
BUY
N/A
27,368
27,368 $3.1 Million

Others Institutions Holding IYG

# of Institutions
249
Shares Held
12.6M
Call Options Held
9.2K
Put Options Held
0
View Full List

About ISHARES TR

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