United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2028 Ter Call Options Transaction History

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTI

# of Institutions

198

Shares Held

39M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.43M
Shares

$76.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$55.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.26M
Shares

$50.5 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.36M
Shares

$30.3 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.27M
Shares

$28.2 Million
0.15% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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