United Capital Financial Advisers, LLC Ishares 0 5 Year Investment Gr Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$48.97 - $49.36 $90,447 - $91,167
-1,847 Reduced 27.11%
4,966 $244,000
Q4 2023

Feb 14, 2024
SELL
$47.66 - $49.2 $276,523 - $285,458
-5,802 Reduced 45.99%
6,813 $335,000
Q3 2023

Nov 14, 2023
SELL
$47.89 - $48.35 $92,092 - $92,977
-1,923 Reduced 13.23%
12,615 $605,000
Q2 2023

Aug 14, 2023
SELL
$48.08 - $48.64 $82,024 - $82,979
-1,706 Reduced 10.5%
14,538 $700,000
Q1 2023

Aug 14, 2023
SELL
$47.6 - $48.55 $7,806 - $7,962
-164 Reduced 1.13%
14,374 $696,000
Q1 2023

May 15, 2023
BUY
$47.6 - $48.55 $323,299 - $329,751
6,792 Added 71.86%
16,244 $787,000
Q4 2022

Feb 14, 2023
SELL
$46.96 - $48.14 $45,175 - $46,310
-962 Reduced 9.24%
9,452 $452,000
Q3 2022

Nov 14, 2022
BUY
$47.28 - $49.07 $24,349 - $25,271
515 Added 5.2%
10,414 $494,000
Q2 2022

Aug 11, 2022
BUY
$47.87 - $49.29 $9,334 - $9,611
195 Added 2.01%
9,899 $480,000
Q1 2022

May 16, 2022
SELL
$49.19 - $51.02 $45,058 - $46,734
-916 Reduced 8.63%
9,704 $479,000
Q4 2021

Feb 14, 2022
SELL
$50.99 - $51.69 $3,467 - $3,514
-68 Reduced 0.64%
10,620 $542,000
Q3 2021

Nov 15, 2021
SELL
$51.65 - $51.91 $54,749 - $55,024
-1,060 Reduced 9.02%
10,688 $552,000
Q2 2021

Aug 13, 2021
SELL
$51.69 - $51.96 $22,743 - $22,862
-440 Reduced 3.61%
11,748 $609,000
Q1 2021

May 14, 2021
SELL
$51.61 - $52.18 $149,978 - $151,635
-2,906 Reduced 19.25%
12,188 $631,000
Q4 2020

Feb 17, 2021
BUY
$51.98 - $52.22 $177,979 - $178,801
3,424 Added 29.34%
15,094 $788,000
Q3 2020

Nov 13, 2020
BUY
$52.04 - $52.29 $98,147 - $98,618
1,886 Added 19.28%
11,670 $608,000
Q2 2020

Aug 13, 2020
SELL
$49.8 - $52.12 $210,355 - $220,154
-4,224 Reduced 30.15%
9,784 $510,000
Q1 2020

May 15, 2020
BUY
$45.15 - $51.71 $241,778 - $276,907
5,355 Added 61.89%
14,008 $702,000
Q4 2019

Feb 14, 2020
BUY
$50.91 - $51.22 $32,887 - $33,088
646 Added 8.07%
8,653 $442,000
Q3 2019

Feb 14, 2020
BUY
$50.71 - $51.24 $406,034 - $410,278
8,007 New
8,007 $409,000
Q3 2019

Nov 14, 2019
SELL
$50.71 - $51.24 $349,036 - $352,684
-6,883 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$50.23 - $50.97 $50 - $50
1 Added 0.01%
6,883 $351,000
Q1 2019

May 14, 2019
SELL
$49.47 - $50.51 $4,650 - $4,747
-94 Reduced 1.35%
6,882 $347,000
Q4 2018

Feb 14, 2019
BUY
$49.2 - $49.57 $113,602 - $114,457
2,309 Added 49.48%
6,976 $346,000
Q3 2018

Nov 14, 2018
BUY
$49.51 - $49.81 $231,063 - $232,463
4,667 New
4,667 $232,000

Others Institutions Holding SLQD

# of Institutions
242
Shares Held
24.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

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