ISHARES TR

Ticker: ILCB CUSIP: 464287127 Class: MORNINGSTR US EQ

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,552 Value ($000) $335 Avg Close — Range —
Q1 2022
Shares 3,552 Value ($000) $223 Avg Close — Range —
Q4 2021
Shares 3,552 Value ($000) $236 Avg Close — Range —
Q3 2021
Shares 3,552 Value ($000) $216 Avg Close — Range —
Q2 2021
Shares 3,876 Value ($000) $235 Avg Close — Range —
Q1 2021
Shares 969 Value ($000) $217 Avg Close — Range —
Q4 2020
Shares 969 Value ($000) $210 Avg Close — Range —
Q4 2019
Shares 1,233 Value ($000) $227 Avg Close — Range —
Q3 2019
Shares 1,249 Value ($000) $210 Avg Close — Range —