ISHARES TR

Ticker: IYY CUSIP: 464287846 Class: ETF

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

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

Q4 2025
Shares 3,927 Value ($000) $651 Avg Close Range
Q3 2025
Shares 4,170 Value ($000) $678 Avg Close Range
Q2 2025
Shares 4,617 Value ($000) $697 Avg Close Range
Q1 2025
Shares 4,642 Value ($000) $632 Avg Close Range
Q4 2024
Shares 4,648 Value ($000) $665 Avg Close Range
Q3 2024
Shares 4,870 Value ($000) $680 Avg Close Range
Q2 2024
Shares 4,849 Value ($000) $642 Avg Close Range
Q1 2024
Shares 5,478 Value ($000) $702 Avg Close Range
Q4 2023
Shares 6,397 Value ($000) $745 Avg Close Range
Q3 2023
Shares 15,026 Value ($000) $1,570 Avg Close Range
Q2 2023
Shares 15,432 Value ($000) $1,672 Avg Close Range
Q1 2023
Shares 15,374 Value ($000) $1,538 Avg Close Range
Q4 2022
Shares 15,632 Value ($000) $1,461 Avg Close Range
Q3 2022
Shares 15,941 Value ($000) $1,398 Avg Close Range
Q2 2022
Shares 16,884 Value ($000) $1,559 Avg Close Range
Q1 2022
Shares 17,078 Value ($000) $1,902 Avg Close Range
Q4 2021
Shares 17,231 Value ($000) $2,031 Avg Close Range
Q3 2021
Shares 17,191 Value ($000) $1,854 Avg Close Range
Q2 2021
Shares 17,335 Value ($000) $1,872 Avg Close Range
Q1 2021
Shares 21,653 Value ($000) $2,162 Avg Close Range
Q4 2020
Shares 21,846 Value ($000) $2,061 Avg Close Range
Q3 2020
Shares 12,667 Value ($000) $2,095 Avg Close Range
Q2 2020
Shares 14,560 Value ($000) $2,229 Avg Close Range
Q1 2020
Shares 14,508 Value ($000) $1,830 Avg Close Range
Q4 2019
Shares 14,755 Value ($000) $2,349 Avg Close Range
Q3 2019
Shares 14,749 Value ($000) $2,176 Avg Close Range
Q2 2019
Shares 14,884 Value ($000) $2,175 Avg Close Range
Q1 2019
Shares 9,476 Value ($000) $1,338 Avg Close Range
Q4 2018
Shares 9,708 Value ($000) $1,197 Avg Close Range
Q3 2018
Shares 9,880 Value ($000) $1,438 Avg Close Range
Q2 2018
Shares 10,325 Value ($000) $1,408 Avg Close Range
Q1 2018
Shares 10,662 Value ($000) $1,409 Avg Close Range
Q4 2017
Shares 10,779 Value ($000) $1,440 Avg Close Range
Q3 2017
Shares 10,912 Value ($000) $1,375 Avg Close Range
Q2 2017
Shares 11,310 Value ($000) $1,372 Avg Close Range
Q1 2017
Shares 12,226 Value ($000) $1,446 Avg Close Range
Q4 2016
Shares 11,750 Value ($000) $1,317 Avg Close Range
Q3 2016
Shares 12,190 Value ($000) $1,323 Avg Close Range
Q2 2016
Shares 12,903 Value ($000) $1,355 Avg Close Range
Q1 2016
Shares 13,797 Value ($000) $1,414 Avg Close Range
Q4 2015
Shares 14,407 Value ($000) $1,469 Avg Close Range
Q3 2015
Shares 16,110 Value ($000) $1,554 Avg Close Range
Q2 2015
Shares 17,388 Value ($000) $1,813 Avg Close Range
Q1 2015
Shares 20,934 Value ($000) $2,204 Avg Close Range
Q4 2014
Shares 26,701 Value ($000) $2,765 Avg Close Range
Q3 2014
Shares 25,767 Value ($000) $2,555 Avg Close Range
Q2 2014
Shares 24,793 Value ($000) $2,458 Avg Close Range
Q1 2014
Shares 25,520 Value ($000) $2,420 Avg Close Range
Q4 2013
Shares 24,341 Value ($000) $2,272 Avg Close Range
Q3 2013
Shares 23,797 Value ($000) $2,028 Avg Close Range
Q2 2013
Shares 20,436 Value ($000) $1,649 Avg Close Range