United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 136,608 shares of IBTL stock, worth $2.79 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
136,608
Previous 65,613
108.2%
Holding current value
$2.79 Million
Previous $1.33 Million
110.05%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBTL
# of Institutions
102Shares Held
14.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.18MShares$44.4 Million0.01% of portfolio
-
True Private Wealth Advisors1.91MShares$39 Million5.14% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A81.78MShares$36.3 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC874KShares$17.8 Million0.0% of portfolio
-
Krilogy Financial LLC572KShares$11.7 Million0.75% of portfolio