ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 133,577 Value ($000) $18,856 Avg Close Range
Q3 2025
Shares 140,825 Value ($000) $19,927 Avg Close Range
Q2 2025
Shares 143,552 Value ($000) $19,098 Avg Close Range
Q1 2025
Shares 147,766 Value ($000) $18,397 Avg Close Range
Q4 2024
Shares 151,792 Value ($000) $20,548 Avg Close Range
Q3 2024
Shares 154,993 Value ($000) $21,620 Avg Close Range
Q2 2024
Shares 155,469 Value ($000) $19,967 Avg Close Range
Q1 2024
Shares 162,281 Value ($000) $21,215 Avg Close Range
Q4 2023
Shares 176,076 Value ($000) $22,034 Avg Close Range
Q3 2023
Shares 310,515 Value ($000) $34,057 Avg Close Range
Q2 2023
Shares 516,175 Value ($000) $59,324 Avg Close Range
Q1 2023
Shares 527,610 Value ($000) $58,005 Avg Close Range
Q4 2022
Shares 546,378 Value ($000) $59,047 Avg Close Range
Q3 2022
Shares 586,547 Value ($000) $59,634 Avg Close Range
Q2 2022
Shares 610,329 Value ($000) $64,280 Avg Close Range
Q1 2022
Shares 636,697 Value ($000) $79,651 Avg Close Range
Q4 2021
Shares 664,436 Value ($000) $92,224 Avg Close Range
Q3 2021
Shares 678,929 Value ($000) $88,288 Avg Close Range
Q2 2021
Shares 692,183 Value ($000) $91,804 Avg Close Range
Q1 2021
Shares 741,617 Value ($000) $95,098 Avg Close Range
Q4 2020
Shares 769,230 Value ($000) $87,831 Avg Close Range
Q3 2020
Shares 452,265 Value ($000) $79,798 Avg Close Range
Q2 2020
Shares 450,050 Value ($000) $76,414 Avg Close Range
Q1 2020
Shares 441,050 Value ($000) $58,324 Avg Close Range
Q4 2019
Shares 385,532 Value ($000) $74,523 Avg Close Range
Q3 2019
Shares 378,125 Value ($000) $67,450 Avg Close Range
Q2 2019
Shares 368,572 Value ($000) $67,257 Avg Close Range
Q1 2019
Shares 357,452 Value ($000) $63,791 Avg Close Range
Q4 2018
Shares 351,511 Value ($000) $56,709 Avg Close Range
Q3 2018
Shares 347,490 Value ($000) $70,103 Avg Close Range
Q2 2018
Shares 355,104 Value ($000) $67,100 Avg Close Range
Q1 2018
Shares 352,868 Value ($000) $61,346 Avg Close Range
Q4 2017
Shares 347,926 Value ($000) $59,669 Avg Close Range
Q3 2017
Shares 343,642 Value ($000) $56,526 Avg Close Range
Q2 2017
Shares 333,473 Value ($000) $52,005 Avg Close Range
Q1 2017
Shares 312,602 Value ($000) $47,853 Avg Close Range
Q4 2016
Shares 312,172 Value ($000) $46,826 Avg Close Range
Q3 2016
Shares 309,426 Value ($000) $42,428 Avg Close Range
Q2 2016
Shares 285,324 Value ($000) $36,521 Avg Close Range
Q1 2016
Shares 256,376 Value ($000) $31,842 Avg Close Range
Q4 2015
Shares 245,063 Value ($000) $30,464 Avg Close Range
Q3 2015
Shares 242,521 Value ($000) $29,134 Avg Close Range
Q2 2015
Shares 241,471 Value ($000) $31,633 Avg Close Range
Q1 2015
Shares 234,174 Value ($000) $29,597 Avg Close Range
Q4 2014
Shares 184,712 Value ($000) $22,607 Avg Close Range
Q3 2014
Shares 232,853 Value ($000) $26,210 Avg Close Range
Q2 2014
Shares 250,126 Value ($000) $30,213 Avg Close Range
Q1 2014
Shares 248,370 Value ($000) $29,551 Avg Close Range
Q4 2013
Shares 241,245 Value ($000) $28,614 Avg Close Range
Q3 2013
Shares 250,950 Value ($000) $27,193 Avg Close Range
Q2 2013
Shares 244,053 Value ($000) $23,637 Avg Close Range