United Capital Financial Advisers, LLC Ishares Tr Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

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 2,858 shares of IYJ stock, worth $408,608. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,858
Previous 2,883 0.87%
Holding current value
$408,608
Previous $410,000 1.46%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$142.42 - $148.18 $3,560 - $3,704
-25 Reduced 0.87%
2,858 $416,000
Q2 2025

Aug 11, 2025
SELL
$115.07 - $142.31 $7,364 - $9,107
-64 Reduced 2.17%
2,883 $410,000
Q1 2025

May 13, 2025
SELL
$127.48 - $142.0 $26,770 - $29,820
-210 Reduced 6.65%
2,947 $383,000
Q2 2024

Aug 14, 2024
BUY
$119.1 - $125.05 $15,363 - $16,131
129 Added 4.26%
3,157 $377,000
Q1 2024

May 15, 2024
SELL
$111.23 - $125.71 $199,880 - $225,900
-1,797 Reduced 37.24%
3,028 $380,000
Q4 2023

Feb 14, 2024
SELL
$95.31 - $114.66 $2.85 Million - $3.42 Million
-29,852 Reduced 86.09%
4,825 $551,000
Q3 2023

Nov 14, 2023
BUY
$100.31 - $109.74 $15,949 - $17,448
159 Added 0.46%
34,677 $3.5 Million
Q2 2023

Aug 14, 2023
SELL
$96.6 - $106.04 $85,587 - $93,951
-886 Reduced 2.5%
34,518 $3.66 Million
Q1 2023

Aug 14, 2023
BUY
$95.26 - $104.26 $84,400 - $92,374
886 Added 2.57%
35,404 $3.55 Million
Q1 2023

May 15, 2023
SELL
$95.26 - $104.26 $475,442 - $520,361
-4,991 Reduced 12.36%
35,404 $3.55 Million
Q4 2022

Feb 14, 2023
SELL
$84.86 - $101.21 $107,263 - $127,929
-1,264 Reduced 3.03%
40,395 $3.9 Million
Q3 2022

Nov 14, 2022
SELL
$83.78 - $102.55 $148,877 - $182,231
-1,777 Reduced 4.09%
41,659 $3.49 Million
Q2 2022

Aug 11, 2022
BUY
$86.15 - $105.81 $86,236 - $105,915
1,001 Added 2.36%
43,436 $3.83 Million
Q1 2022

May 16, 2022
BUY
$97.52 - $114.07 $267,107 - $312,437
2,739 Added 6.9%
42,435 $4.47 Million
Q4 2021

Feb 14, 2022
BUY
$104.49 - $114.29 $228,519 - $249,952
2,187 Added 5.83%
39,696 $4.48 Million
Q3 2021

Nov 15, 2021
BUY
$107.16 - $114.98 $10,073 - $10,808
94 Added 0.25%
37,509 $4.02 Million
Q2 2021

Aug 13, 2021
SELL
$106.5 - $112.79 $52,185 - $55,267
-490 Reduced 1.29%
37,415 $4.16 Million
Q1 2021

May 14, 2021
BUY
$93.24 - $105.87 $93 - $105
1 Added 0.0%
37,905 $4.01 Million
Q4 2020

Feb 17, 2021
BUY
$81.66 - $97.19 $1.55 Million - $1.85 Million
18,987 Added 100.37%
37,904 $3.68 Million
Q3 2020

Nov 13, 2020
SELL
$74.42 - $87.03 $37,879 - $44,298
-509 Reduced 2.62%
18,917 $3.16 Million
Q2 2020

Aug 13, 2020
SELL
$58.74 - $81.28 $102,971 - $142,483
-1,753 Reduced 8.28%
19,426 $2.93 Million
Q1 2020

May 15, 2020
BUY
$52.08 - $87.1 $36,508 - $61,057
701 Added 3.42%
21,179 $2.63 Million
Q4 2019

Feb 14, 2020
BUY
$75.93 - $84.31 $79,574 - $88,356
1,048 Added 5.39%
20,478 $3.43 Million
Q3 2019

Nov 14, 2019
BUY
$75.18 - $80.81 $4,134 - $4,444
55 Added 0.28%
19,430 $3.09 Million
Q2 2019

Aug 13, 2019
BUY
$73.79 - $79.44 $264,832 - $285,110
3,589 Added 22.74%
19,375 $3.07 Million
Q1 2019

May 14, 2019
SELL
$62.56 - $76.42 $8,320 - $10,163
-133 Reduced 0.84%
15,786 $2.4 Million
Q4 2018

Feb 14, 2019
BUY
$60.03 - $78.9 $12,546 - $16,490
209 Added 1.33%
15,919 $2.05 Million
Q3 2018

Nov 14, 2018
BUY
$71.72 - $79.5 $88,143 - $97,705
1,229 Added 8.49%
15,710 $2.45 Million
Q2 2018

Aug 14, 2018
BUY
$70.11 - $75.86 $79,574 - $86,101
1,135 Added 8.5%
14,481 $2.08 Million
Q1 2018

May 15, 2018
BUY
$70.82 - $79.05 $358,561 - $400,230
5,063 Added 61.13%
13,346 $1.94 Million
Q4 2017

Feb 13, 2018
SELL
$69.42 - $73.89 $3,054 - $3,251
-44 Reduced 0.53%
8,283 $1.22 Million
Q3 2017

Nov 14, 2017
BUY
$68.93 - $69.27 $5,376 - $5,403
78 Added 0.95%
8,327 $1.15 Million
Q2 2017

Aug 14, 2017
BUY
N/A
8,249
8,249 $1.09 Million

Others Institutions Holding IYJ

# of Institutions
344
Shares Held
6.6M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
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