United Capital Financial Advisers, LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025
Number of Shares
814,585
Previous 826,154 1.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-11,569 Reduced 1.4%
814,585 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-13,667 Reduced 1.63%
826,154 $0
Q3 2024

Nov 12, 2024
BUY
N/A
256,247 Added 43.91%
839,821 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-4,306 Reduced 0.73%
583,574 $0
Q1 2024

May 15, 2024
BUY
N/A
587,880 New
587,880 $0
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