ISHARES TR

Ticker: IGE CUSIP: 464287374 Class: NORTH AMERN NAT

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

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

Q4 2025
Shares 7,770 Value ($000) $390 Avg Close — Range —
Q3 2025
Shares 7,500 Value ($000) $368 Avg Close — Range —
Q2 2025
Shares 7,500 Value ($000) $332 Avg Close — Range —
Q1 2025
Shares 7,500 Value ($000) $341 Avg Close — Range —
Q4 2024
Shares 7,500 Value ($000) $320 Avg Close — Range —
Q3 2024
Shares 7,500 Value ($000) $331 Avg Close — Range —
Q2 2024
Shares 7,500 Value ($000) $330 Avg Close — Range —
Q1 2024
Shares 7,500 Value ($000) $337 Avg Close — Range —
Q4 2023
Shares 7,500 Value ($000) $305 Avg Close — Range —
Q3 2023
Shares 7,500 Value ($000) $312 Avg Close — Range —
Q2 2023
Shares 7,500 Value ($000) $291 Avg Close — Range —
Q4 2015
Shares 10,022 Value ($000) $282 Avg Close — Range —
Q3 2015
Shares 13,035 Value ($000) $379 Avg Close — Range —
Q2 2015
Shares 17,767 Value ($000) $645 Avg Close — Range —
Q1 2015
Shares 26,455 Value ($000) $1,068 Avg Close — Range —
Q4 2014
Shares 34,086 Value ($000) $1,306 Avg Close — Range —
Q3 2014
Shares 43,106 Value ($000) $1,929 Avg Close — Range —
Q2 2014
Shares 40,829 Value ($000) $2,039 Avg Close — Range —
Q1 2014
Shares 58,624 Value ($000) $2,598 Avg Close — Range —
Q4 2013
Shares 31,512 Value ($000) $1,367 Avg Close — Range —
Q3 2013
Shares 21,852 Value ($000) $906 Avg Close — Range —
Q2 2013
Shares 21,357 Value ($000) $817 Avg Close — Range —