United Capital Financial Advisers, LLC iShares iBonds Dec 2020 Term Corporate Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 17, 2021	SELL	N/A	-144,257 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	N/A	-32,709 Reduced 18.48%	144,257 $3.64 Million
Q2 2020 Aug 13, 2020	SELL	N/A	-24,464 Reduced 12.15%	176,966 $4.48 Million
Q1 2020 May 15, 2020	SELL	N/A	-10,123 Reduced 4.79%	201,430 $5.08 Million
Q4 2019 Feb 14, 2020	SELL	N/A	-32,621 Reduced 13.36%	211,553 $5.35 Million
Q3 2019 Nov 14, 2019	SELL	N/A	-16,844 Reduced 6.45%	244,174 $6.2 Million
Q2 2019 Aug 13, 2019	BUY	N/A	5,531 Added 2.16%	261,018 $6.61 Million
Q1 2019 May 14, 2019	BUY	N/A	17,153 Added 7.2%	255,487 $6.45 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-104,436 Reduced 30.47%	238,334 $5.95 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-207,010 Reduced 37.65%	342,770 $8.58 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-7,612 Reduced 1.37%	549,780 $13.8 Million
Q1 2018 May 15, 2018	BUY	N/A	23,027 Added 4.31%	557,392 $14 Million
Q4 2017 Feb 13, 2018	BUY	N/A	10,226 Added 1.95%	534,365 $13.5 Million
Q3 2017 Nov 14, 2017	BUY	N/A	13,033 Added 2.55%	524,139 $13.4 Million
Q2 2017 Aug 14, 2017	BUY	N/A	511,106	511,106 $13 Million

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.