United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 486,873 shares of IBTI stock, worth $10.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

486,873

Previous 283,067 72.0%

Holding current value

$10.9 Million

Previous $6.3 Million 72.85%

% of portfolio

0.09%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$22.09 - $22.44 $4.5 Million - $4.57 Million	203,806 Added 72.0%	486,873 $10.9 Million
Q1 2025 May 13, 2025	BUY	$21.77 - $22.25 $4.74 Million - $4.84 Million	217,694 Added 333.0%	283,067 $6.3 Million
Q4 2024 Feb 13, 2025	BUY	$21.81 - $22.48 $681,649 - $702,589	31,254 Added 91.6%	65,373 $1.43 Million
Q3 2024 Nov 12, 2024	BUY	$21.7 - $22.6 $299,785 - $312,219	13,815 Added 68.04%	34,119 $768,000
Q2 2024 Aug 14, 2024	BUY	$21.51 - $21.88 $198,386 - $201,799	9,223 Added 83.23%	20,304 $443,000
Q1 2024 May 15, 2024	BUY	$21.79 - $22.29 $241,454 - $246,995	11,081 New	11,081 $243,000

Others Institutions Holding IBTI

# of Institutions

198

Shares Held

38.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History