ISHARES TR

Ticker: IYK CUSIP: 464287812 Class: US CONSM STAPLES

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

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

Q4 2023
Shares 1,278 Value ($000) $245 Avg Close — Range —
Q3 2023
Shares 12,220 Value ($000) $2,279 Avg Close — Range —
Q2 2023
Shares 11,968 Value ($000) $2,397 Avg Close — Range —
Q1 2023
Shares 13,399 Value ($000) $2,670 Avg Close — Range —
Q4 2022
Shares 30,803 Value ($000) $6,246 Avg Close — Range —
Q3 2022
Shares 30,703 Value ($000) $5,521 Avg Close — Range —
Q2 2022
Shares 31,384 Value ($000) $6,118 Avg Close — Range —
Q1 2022
Shares 31,223 Value ($000) $6,256 Avg Close — Range —
Q4 2021
Shares 31,061 Value ($000) $6,218 Avg Close — Range —
Q3 2021
Shares 30,903 Value ($000) $5,550 Avg Close — Range —
Q2 2021
Shares 30,088 Value ($000) $5,533 Avg Close — Range —
Q1 2021
Shares 29,646 Value ($000) $5,247 Avg Close — Range —
Q4 2020
Shares 28,033 Value ($000) $4,861 Avg Close — Range —
Q3 2020
Shares 12,953 Value ($000) $1,935 Avg Close — Range —
Q2 2020
Shares 13,273 Value ($000) $1,693 Avg Close — Range —
Q1 2020
Shares 13,099 Value ($000) $1,417 Avg Close — Range —
Q4 2019
Shares 13,416 Value ($000) $1,785 Avg Close — Range —
Q3 2019
Shares 12,829 Value ($000) $1,623 Avg Close — Range —
Q2 2019
Shares 12,849 Value ($000) $1,561 Avg Close — Range —
Q1 2019
Shares 12,393 Value ($000) $1,480 Avg Close — Range —
Q4 2018
Shares 13,300 Value ($000) $1,416 Avg Close — Range —
Q3 2018
Shares 48,599 Value ($000) $5,777 Avg Close — Range —
Q2 2018
Shares 66,823 Value ($000) $7,903 Avg Close — Range —
Q1 2018
Shares 84,274 Value ($000) $10,021 Avg Close — Range —
Q4 2017
Shares 60,198 Value ($000) $7,639 Avg Close — Range —
Q3 2017
Shares 63,467 Value ($000) $7,659 Avg Close — Range —
Q2 2017
Shares 78,806 Value ($000) $9,593 Avg Close — Range —
Q1 2017
Shares 100,359 Value ($000) $11,918 Avg Close — Range —
Q4 2016
Shares 141,241 Value ($000) $15,638 Avg Close — Range —
Q3 2016
Shares 166,442 Value ($000) $18,958 Avg Close — Range —
Q2 2016
Shares 116,823 Value ($000) $13,435 Avg Close — Range —
Q1 2016
Shares 78,535 Value ($000) $8,838 Avg Close — Range —
Q4 2015
Shares 146,897 Value ($000) $15,928 Avg Close — Range —
Q3 2015
Shares 5,649 Value ($000) $580 Avg Close — Range —
Q2 2015
Shares 4,405 Value ($000) $462 Avg Close — Range —
Q1 2015
Shares 3,740 Value ($000) $393 Avg Close — Range —