United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 486,420 shares of IBTJ stock, worth $10.6 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
486,420
Previous 282,943 71.91%
Holding current value
$10.6 Million
Previous $6.16 Million 73.11%
% of portfolio
0.09%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$21.57 - $21.99 $4.39 Million - $4.47 Million
203,477 Added 71.91%
486,420 $10.7 Million
Q1 2025

May 13, 2025
BUY
$21.16 - $21.77 $4.63 Million - $4.77 Million
218,883 Added 341.68%
282,943 $6.16 Million
Q4 2024

Feb 13, 2025
BUY
$21.25 - $22.07 $784,720 - $815,000
36,928 Added 136.1%
64,060 $1.37 Million
Q3 2024

Nov 12, 2024
BUY
$21.22 - $22.22 $298,862 - $312,946
14,084 Added 107.94%
27,132 $599,000
Q2 2024

Aug 14, 2024
BUY
$21.0 - $21.44 $274,008 - $279,749
13,048 New
13,048 $278,000

Others Institutions Holding IBTJ

# of Institutions
168
Shares Held
26.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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