ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 255,709 Value ($000) $21,178 Avg Close Range
Q3 2025
Shares 254,260 Value ($000) $21,093 Avg Close Range
Q2 2025
Shares 265,769 Value ($000) $22,022 Avg Close Range
Q1 2025
Shares 279,936 Value ($000) $23,159 Avg Close Range
Q4 2024
Shares 361,117 Value ($000) $29,604 Avg Close Range
Q3 2024
Shares 363,948 Value ($000) $30,262 Avg Close Range
Q2 2024
Shares 231,742 Value ($000) $18,922 Avg Close Range
Q1 2024
Shares 249,425 Value ($000) $20,398 Avg Close Range
Q4 2023
Shares 263,880 Value ($000) $21,649 Avg Close Range
Q3 2023
Shares 450,922 Value ($000) $36,511 Avg Close Range
Q2 2023
Shares 496,707 Value ($000) $40,273 Avg Close Range
Q1 2023
Shares 604,060 Value ($000) $49,630 Avg Close Range
Q4 2022
Shares 641,946 Value ($000) $52,107 Avg Close Range
Q3 2022
Shares 467,550 Value ($000) $37,970 Avg Close Range
Q2 2022
Shares 808,252 Value ($000) $66,915 Avg Close Range
Q1 2022
Shares 697,856 Value ($000) $58,166 Avg Close Range
Q4 2021
Shares 617,961 Value ($000) $52,860 Avg Close Range
Q3 2021
Shares 541,837 Value ($000) $46,679 Avg Close Range
Q2 2021
Shares 504,649 Value ($000) $43,481 Avg Close Range
Q1 2021
Shares 468,373 Value ($000) $40,397 Avg Close Range
Q4 2020
Shares 456,152 Value ($000) $39,402 Avg Close Range
Q3 2020
Shares 427,576 Value ($000) $36,990 Avg Close Range
Q2 2020
Shares 834,615 Value ($000) $72,286 Avg Close Range
Q1 2020
Shares 2,345,505 Value ($000) $203,285 Avg Close Range
Q4 2019
Shares 302,530 Value ($000) $25,603 Avg Close Range
Q3 2019
Shares 537,087 Value ($000) $45,556 Avg Close Range
Q2 2019
Shares 1,749,273 Value ($000) $148,303 Avg Close Range
Q1 2019
Shares 2,407,105 Value ($000) $202,486 Avg Close Range
Q4 2018
Shares 4,973,085 Value ($000) $415,849 Avg Close Range
Q3 2018
Shares 1,046,172 Value ($000) $86,926 Avg Close Range
Q2 2018
Shares 291,736 Value ($000) $24,322 Avg Close Range
Q1 2018
Shares 521,539 Value ($000) $43,580 Avg Close Range
Q4 2017
Shares 269,771 Value ($000) $22,615 Avg Close Range
Q3 2017
Shares 360,692 Value ($000) $30,460 Avg Close Range
Q2 2017
Shares 394,306 Value ($000) $33,315 Avg Close Range
Q1 2017
Shares 530,422 Value ($000) $44,831 Avg Close Range
Q4 2016
Shares 542,849 Value ($000) $45,844 Avg Close Range
Q3 2016
Shares 383,445 Value ($000) $32,608 Avg Close Range
Q2 2016
Shares 601,323 Value ($000) $51,112 Avg Close Range
Q1 2016
Shares 673,354 Value ($000) $57,255 Avg Close Range
Q4 2015
Shares 1,102,617 Value ($000) $93,017 Avg Close Range
Q3 2015
Shares 33,618 Value ($000) $2,857 Avg Close Range
Q2 2015
Shares 78,064 Value ($000) $6,624 Avg Close Range
Q1 2015
Shares 62,635 Value ($000) $5,316 Avg Close Range
Q4 2014
Shares 71,111 Value ($000) $6,005 Avg Close Range
Q3 2014
Shares 133,872 Value ($000) $11,313 Avg Close Range
Q2 2014
Shares 108,594 Value ($000) $9,183 Avg Close Range
Q1 2014
Shares 38,507 Value ($000) $3,252 Avg Close Range
Q4 2013
Shares 133,239 Value ($000) $11,243 Avg Close Range
Q3 2013
Shares 148,505 Value ($000) $12,544 Avg Close Range
Q2 2013
Shares 7,641 Value ($000) $644 Avg Close Range