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

Aug 11, 2025

BUY
$20.04 - $20.55 $1.42 Million - $1.46 Million
70,995 Added 108.2%
136,608 $2.8 Million
Q1 2025

May 13, 2025

BUY
$19.55 - $20.33 $1.28 Million - $1.33 Million
65,613 New
65,613 $1.33 Million

Others Institutions Holding IBTL

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
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