ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 1,195,539 Value ($000) $143,680 Avg Close Range
Q3 2025
Shares 1,087,820 Value ($000) $129,266 Avg Close Range
Q2 2025
Shares 1,119,971 Value ($000) $122,402 Avg Close Range
Q1 2025
Shares 1,186,375 Value ($000) $124,059 Avg Close Range
Q4 2024
Shares 1,108,429 Value ($000) $127,713 Avg Close Range
Q3 2024
Shares 1,120,532 Value ($000) $131,057 Avg Close Range
Q2 2024
Shares 1,110,253 Value ($000) $118,420 Avg Close Range
Q1 2024
Shares 1,120,367 Value ($000) $123,823 Avg Close Range
Q4 2023
Shares 1,090,833 Value ($000) $118,083 Avg Close Range
Q3 2023
Shares 1,945,000 Value ($000) $183,472 Avg Close Range
Q2 2023
Shares 2,231,864 Value ($000) $222,405 Avg Close Range
Q1 2023
Shares 2,085,586 Value ($000) $201,676 Avg Close Range
Q4 2022
Shares 1,997,534 Value ($000) $189,047 Avg Close Range
Q3 2022
Shares 1,895,423 Value ($000) $165,262 Avg Close Range
Q2 2022
Shares 1,787,189 Value ($000) $165,154 Avg Close Range
Q1 2022
Shares 1,614,398 Value ($000) $174,161 Avg Close Range
Q4 2021
Shares 1,448,719 Value ($000) $165,893 Avg Close Range
Q3 2021
Shares 1,328,545 Value ($000) $145,064 Avg Close Range
Q2 2021
Shares 1,189,077 Value ($000) $134,342 Avg Close Range
Q1 2021
Shares 1,047,734 Value ($000) $113,711 Avg Close Range
Q4 2020
Shares 990,071 Value ($000) $90,988 Avg Close Range
Q3 2020
Shares 869,393 Value ($000) $61,057 Avg Close Range
Q2 2020
Shares 453,870 Value ($000) $30,995 Avg Close Range
Q1 2020
Shares 491,914 Value ($000) $27,601 Avg Close Range
Q4 2019
Shares 487,324 Value ($000) $40,862 Avg Close Range
Q3 2019
Shares 443,447 Value ($000) $34,518 Avg Close Range
Q2 2019
Shares 501,882 Value ($000) $39,287 Avg Close Range
Q1 2019
Shares 532,759 Value ($000) $41,102 Avg Close Range
Q4 2018
Shares 514,053 Value ($000) $35,634 Avg Close Range
Q3 2018
Shares 484,311 Value ($000) $42,251 Avg Close Range
Q2 2018
Shares 428,459 Value ($000) $35,759 Avg Close Range
Q1 2018
Shares 431,365 Value ($000) $33,219 Avg Close Range
Q4 2017
Shares 413,558 Value ($000) $31,989 Avg Close Range
Q3 2017
Shares 424,501 Value ($000) $31,506 Avg Close Range
Q2 2017
Shares 412,161 Value ($000) $28,897 Avg Close Range
Q1 2017
Shares 424,962 Value ($000) $29,390 Avg Close Range
Q4 2016
Shares 201,845 Value ($000) $13,879 Avg Close Range
Q3 2016
Shares 212,356 Value ($000) $26,364 Avg Close Range
Q2 2016
Shares 219,546 Value ($000) $25,467 Avg Close Range
Q1 2016
Shares 226,923 Value ($000) $25,572 Avg Close Range
Q4 2015
Shares 238,662 Value ($000) $26,279 Avg Close Range
Q3 2015
Shares 254,346 Value ($000) $27,106 Avg Close Range
Q2 2015
Shares 340,831 Value ($000) $40,177 Avg Close Range
Q1 2015
Shares 313,401 Value ($000) $36,138 Avg Close Range
Q4 2014
Shares 282,355 Value ($000) $32,205 Avg Close Range
Q3 2014
Shares 203,441 Value ($000) $21,219 Avg Close Range
Q2 2014
Shares 186,250 Value ($000) $20,877 Avg Close Range
Q1 2014
Shares 181,282 Value ($000) $19,966 Avg Close Range
Q4 2013
Shares 163,767 Value ($000) $17,872 Avg Close Range
Q3 2013
Shares 120,996 Value ($000) $12,075 Avg Close Range
Q2 2013
Shares 113,266 Value ($000) $10,229 Avg Close Range