ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 554,057 Value ($000) $36,568 Avg Close Range
Q3 2025
Shares 507,985 Value ($000) $33,151 Avg Close Range
Q2 2025
Shares 493,559 Value ($000) $30,611 Avg Close Range
Q1 2025
Shares 511,601 Value ($000) $29,852 Avg Close Range
Q4 2024
Shares 511,638 Value ($000) $31,880 Avg Close Range
Q3 2024
Shares 513,784 Value ($000) $32,019 Avg Close Range
Q2 2024
Shares 513,101 Value ($000) $30,027 Avg Close Range
Q1 2024
Shares 536,756 Value ($000) $32,603 Avg Close Range
Q4 2023
Shares 129,379 Value ($000) $35,857 Avg Close Range
Q3 2023
Shares 274,234 Value ($000) $68,380 Avg Close Range
Q2 2023
Shares 306,625 Value ($000) $80,176 Avg Close Range
Q1 2023
Shares 310,854 Value ($000) $77,763 Avg Close Range
Q4 2022
Shares 323,574 Value ($000) $78,269 Avg Close Range
Q3 2022
Shares 335,019 Value ($000) $73,456 Avg Close Range
Q2 2022
Shares 337,537 Value ($000) $76,361 Avg Close Range
Q1 2022
Shares 341,492 Value ($000) $91,636 Avg Close Range
Q4 2021
Shares 346,059 Value ($000) $97,962 Avg Close Range
Q3 2021
Shares 346,191 Value ($000) $91,072 Avg Close Range
Q2 2021
Shares 344,626 Value ($000) $92,611 Avg Close Range
Q1 2021
Shares 365,903 Value ($000) $95,237 Avg Close Range
Q4 2020
Shares 372,943 Value ($000) $85,713 Avg Close Range
Q3 2020
Shares 381,422 Value ($000) $70,681 Avg Close Range
Q2 2020
Shares 383,768 Value ($000) $68,242 Avg Close Range
Q1 2020
Shares 384,002 Value ($000) $51,787 Avg Close Range
Q4 2019
Shares 358,949 Value ($000) $73,879 Avg Close Range
Q3 2019
Shares 346,204 Value ($000) $66,897 Avg Close Range
Q2 2019
Shares 388,564 Value ($000) $75,482 Avg Close Range
Q1 2019
Shares 381,269 Value ($000) $72,212 Avg Close Range
Q4 2018
Shares 394,487 Value ($000) $65,508 Avg Close Range
Q3 2018
Shares 412,195 Value ($000) $82,971 Avg Close Range
Q2 2018
Shares 408,643 Value ($000) $79,595 Avg Close Range
Q1 2018
Shares 412,815 Value ($000) $77,432 Avg Close Range
Q4 2017
Shares 419,386 Value ($000) $79,989 Avg Close Range
Q3 2017
Shares 417,137 Value ($000) $74,626 Avg Close Range
Q2 2017
Shares 414,101 Value ($000) $72,033 Avg Close Range
Q1 2017
Shares 398,722 Value ($000) $68,269 Avg Close Range
Q4 2016
Shares 368,353 Value ($000) $60,903 Avg Close Range
Q3 2016
Shares 536,245 Value ($000) $82,962 Avg Close Range
Q2 2016
Shares 475,860 Value ($000) $70,903 Avg Close Range
Q1 2016
Shares 363,381 Value ($000) $52,606 Avg Close Range
Q4 2015
Shares 365,939 Value ($000) $50,983 Avg Close Range
Q3 2015
Shares 356,213 Value ($000) $48,662 Avg Close Range
Q2 2015
Shares 338,618 Value ($000) $50,786 Avg Close Range
Q1 2015
Shares 317,250 Value ($000) $47,530 Avg Close Range
Q4 2014
Shares 162,363 Value ($000) $23,510 Avg Close Range
Q3 2014
Shares 127,055 Value ($000) $17,373 Avg Close Range
Q2 2014
Shares 109,991 Value ($000) $15,737 Avg Close Range
Q1 2014
Shares 110,819 Value ($000) $15,234 Avg Close Range
Q4 2013
Shares 102,788 Value ($000) $13,754 Avg Close Range
Q3 2013
Shares 88,223 Value ($000) $10,952 Avg Close Range
Q2 2013
Shares 75,841 Value ($000) $8,760 Avg Close Range