United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
United Capital Financial Advisers, LLC
- $12.1 Billion
- Q2 2025
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 651,802 shares of IBTF stock, worth $15.2 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
651,802
Previous 376,867
72.95%
Holding current value
$15.2 Million
Previous $8.81 Million
72.89%
% of portfolio
0.13%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding IBTF
# of Institutions
329Shares Held
71.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$105 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.04MShares$94.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.56MShares$82.9 Million0.01% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$59.6 Million0.02% of portfolio