ISHARES TR

Ticker: IXC CUSIP: 464287341 Class: GLOBAL ENERG ETF

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

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

Q2 2024
Shares 5,997 Value ($000) $249 Avg Close — Range —
Q1 2024
Shares 262,109 Value ($000) $11,258 Avg Close — Range —
Q4 2023
Shares 248,761 Value ($000) $9,729 Avg Close — Range —
Q2 2022
Shares 20,075 Value ($000) $680 Avg Close — Range —
Q1 2022
Shares 20,094 Value ($000) $726 Avg Close — Range —
Q4 2021
Shares 19,859 Value ($000) $546 Avg Close — Range —
Q1 2021
Shares 24,018 Value ($000) $592 Avg Close — Range —
Q4 2020
Shares 24,018 Value ($000) $488 Avg Close — Range —
Q3 2020
Shares 27,525 Value ($000) $451 Avg Close — Range —
Q4 2019
Shares 9,054 Value ($000) $279 Avg Close — Range —
Q3 2019
Shares 6,759 Value ($000) $207 Avg Close — Range —
Q2 2016
Shares 7,233 Value ($000) $231 Avg Close — Range —
Q1 2016
Shares 7,525 Value ($000) $222 Avg Close — Range —
Q4 2015
Shares 7,525 Value ($000) $211 Avg Close — Range —
Q3 2015
Shares 7,266 Value ($000) $208 Avg Close — Range —
Q2 2015
Shares 7,546 Value ($000) $264 Avg Close — Range —
Q1 2015
Shares 5,386 Value ($000) $210 Avg Close — Range —
Q4 2014
Shares 5,467 Value ($000) $203 Avg Close — Range —