United Capital Financial Advisers, LLC Ishares Barclays 10 20 Yr Trea Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 606,428 shares of TLH stock, worth $62.3 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

606,428

Previous 513,096 18.19%

Holding current value

$62.3 Million

Previous $52.1 Million 19.81%

% of portfolio

0.46%

Previous 0.43%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$98.52 - $103.93 $9.2 Million - $9.7 Million	93,332 Added 18.19%	606,428 $62.5 Million
Q2 2025 Aug 11, 2025	BUY	$97.29 - $105.63 $13.7 Million - $14.9 Million	140,839 Added 37.83%	513,096 $52.1 Million
Q1 2025 May 13, 2025	BUY	$97.25 - $104.79 $36 Million - $38.8 Million	369,854 Added 15391.34%	372,257 $38.6 Million
Q4 2024 Feb 13, 2025	BUY	$99.04 - $109.59 $237,993 - $263,344	2,403 New	2,403 $239,000
Q4 2023 Feb 14, 2024	BUY	$93.11 - $109.52 $198,324 - $233,277	2,130 New	2,130 $230,000

Q2 2023 Aug 14, 2023	SELL	$108.81 - $116.4 $3 Million - $3.2 Million	-27,530 Reduced 90.92%	2,751 $304,000
Q1 2023 Aug 14, 2023	BUY	$106.93 - $116.34 $50,150 - $54,563	469 Added 17.05%	3,220 $368,000
Q1 2023 May 15, 2023	BUY	$106.93 - $116.34 $2.76 Million - $3.01 Million	25,845 Added 582.62%	30,281 $3.47 Million
Q4 2022 Feb 14, 2023	SELL	$101.35 - $115.41 $99,323 - $113,101	-980 Reduced 18.09%	4,436 $479,000
Q3 2022 Nov 14, 2022	BUY	$107.15 - $125.14 $18,429 - $21,524	172 Added 3.28%	5,416 $590,000
Q2 2022 Aug 11, 2022	SELL	$114.64 - $134.55 $102,373 - $120,153	-893 Reduced 14.55%	5,244 $630,000
Q1 2022 May 16, 2022	BUY	$131.9 - $145.68 $130,976 - $144,660	993 Added 19.3%	6,137 $826,000
Q4 2021 Feb 14, 2022	SELL	$144.34 - $152.13 $11,114 - $11,714	-77 Reduced 1.47%	5,144 $763,000
Q3 2021 Nov 15, 2021	SELL	$146.76 - $153.14 $5,870 - $6,125	-40 Reduced 0.76%	5,221 $768,000
Q2 2021 Aug 13, 2021	SELL	$140.58 - $147.85 $43,158 - $45,389	-307 Reduced 5.51%	5,261 $773,000
Q1 2021 May 14, 2021	SELL	$138.9 - $159.13 $34,863 - $39,941	-251 Reduced 4.31%	5,568 $780,000
Q4 2020 Feb 17, 2021	SELL	$157.38 - $166.55 $15,895 - $16,821	-101 Reduced 1.71%	5,819 $927,000
Q3 2020 Nov 13, 2020	SELL	$164.87 - $172.33 $35,776 - $37,395	-217 Reduced 3.54%	5,920 $986,000
Q2 2020 Aug 13, 2020	SELL	$161.53 - $170.16 $90,133 - $94,949	-558 Reduced 8.33%	6,137 $1.03 Million
Q1 2020 May 15, 2020	SELL	$144.7 - $171.5 $104,039 - $123,308	-719 Reduced 9.7%	6,695 $1.12 Million
Q4 2019 Feb 14, 2020	SELL	$143.61 - $151.73 $69,650 - $73,589	-485 Reduced 6.14%	7,414 $1.07 Million
Q3 2019 Feb 14, 2020	BUY	$141.05 - $152.94 $1.11 Million - $1.21 Million	7,899 New	7,899 $1.18 Million
Q3 2019 Nov 14, 2019	SELL	$141.05 - $152.94 $1.26 Million - $1.36 Million	-8,911 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$134.48 - $143.41 $305,942 - $326,257	-2,275 Reduced 20.34%	8,911 $1.28 Million
Q1 2019 May 14, 2019	SELL	$131.85 - $137.88 $4.23 Million - $4.43 Million	-32,108 Reduced 74.16%	11,186 $1.54 Million
Q4 2018 Feb 14, 2019	SELL	$125.72 - $133.51 $3.33 Million - $3.54 Million	-26,504 Reduced 37.97%	43,294 $5.78 Million
Q3 2018 Nov 14, 2018	SELL	$128.09 - $131.89 $8.03 Million - $8.27 Million	-62,722 Reduced 47.33%	69,798 $8.97 Million
Q2 2018 Aug 14, 2018	BUY	$127.56 - $132.19 $1.55 Million - $1.6 Million	12,140 Added 10.08%	132,520 $17.4 Million
Q1 2018 May 15, 2018	SELL	$128.96 - $135.64 $10.9 Million - $11.5 Million	-84,778 Reduced 41.32%	120,380 $15.9 Million
Q4 2017 Feb 13, 2018	SELL	$134.74 - $137.25 $60.5 Million - $61.7 Million	-449,379 Reduced 68.66%	205,158 $27.9 Million
Q3 2017 Nov 14, 2017	BUY	$136.43 - $137.82 $70.5 Million - $71.2 Million	516,551 Added 374.35%	654,537 $89.3 Million
Q2 2017 Aug 14, 2017	BUY	N/A	137,986	137,986 $18.8 Million

Others Institutions Holding TLH

# of Institutions

646

Shares Held

113M

Call Options Held

74.5K

Put Options Held

31.7K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

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United Capital Financial Advisers, LLC Ishares Barclays 10 20 Yr Trea Transaction History