ISHARES TR

Ticker: IYT CUSIP: 464287192 Class: US TRSPRTION

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

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

Q3 2023
Shares 898 Value ($000) $210 Avg Close — Range —
Q2 2023
Shares 956 Value ($000) $239 Avg Close — Range —
Q1 2023
Shares 1,065 Value ($000) $243 Avg Close — Range —
Q4 2022
Shares 1,218 Value ($000) $260 Avg Close — Range —
Q3 2022
Shares 1,268 Value ($000) $249 Avg Close — Range —
Q2 2022
Shares 1,378 Value ($000) $293 Avg Close — Range —
Q1 2022
Shares 1,295 Value ($000) $350 Avg Close — Range —
Q4 2021
Shares 1,679 Value ($000) $464 Avg Close — Range —
Q3 2021
Shares 1,689 Value ($000) $411 Avg Close — Range —
Q2 2021
Shares 1,689 Value ($000) $439 Avg Close — Range —
Q1 2021
Shares 1,689 Value ($000) $435 Avg Close — Range —
Q4 2020
Shares 1,924 Value ($000) $424 Avg Close — Range —
Q3 2020
Shares 1,898 Value ($000) $378 Avg Close — Range —
Q2 2020
Shares 1,860 Value ($000) $303 Avg Close — Range —
Q1 2020
Shares 2,349 Value ($000) $325 Avg Close — Range —
Q4 2019
Shares 2,585 Value ($000) $504 Avg Close — Range —
Q3 2019
Shares 2,669 Value ($000) $497 Avg Close — Range —
Q2 2019
Shares 3,131 Value ($000) $581 Avg Close — Range —
Q1 2019
Shares 4,785 Value ($000) $888 Avg Close — Range —
Q4 2018
Shares 6,923 Value ($000) $1,142 Avg Close — Range —
Q3 2018
Shares 53,897 Value ($000) $11,025 Avg Close — Range —
Q2 2018
Shares 296,784 Value ($000) $55,270 Avg Close — Range —
Q1 2018
Shares 340,064 Value ($000) $63,602 Avg Close — Range —
Q4 2017
Shares 350,157 Value ($000) $67,101 Avg Close — Range —
Q3 2017
Shares 346,834 Value ($000) $61,882 Avg Close — Range —
Q2 2017
Shares 372,362 Value ($000) $64,072 Avg Close — Range —
Q1 2017
Shares 392,631 Value ($000) $64,388 Avg Close — Range —
Q4 2016
Shares 333,391 Value ($000) $54,289 Avg Close — Range —
Q3 2016
Shares 71,797 Value ($000) $10,428 Avg Close — Range —
Q2 2016
Shares 71,752 Value ($000) $9,615 Avg Close — Range —
Q3 2015
Shares 3,544 Value ($000) $496 Avg Close — Range —
Q2 2015
Shares 42,897 Value ($000) $6,219 Avg Close — Range —
Q1 2015
Shares 77,108 Value ($000) $11,873 Avg Close — Range —
Q4 2014
Shares 108,228 Value ($000) $17,757 Avg Close — Range —
Q3 2014
Shares 93,943 Value ($000) $14,176 Avg Close — Range —
Q2 2014
Shares 77,814 Value ($000) $11,439 Avg Close — Range —
Q1 2014
Shares 27,843 Value ($000) $3,771 Avg Close — Range —