ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

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

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

Q4 2025
Shares 20,054 Value ($000) $1,152 Avg Close — Range —
Q3 2025
Shares 20,089 Value ($000) $1,146 Avg Close — Range —
Q2 2025
Shares 43,600 Value ($000) $2,430 Avg Close — Range —
Q1 2025
Shares 101,270 Value ($000) $5,699 Avg Close — Range —
Q4 2024
Shares 85,920 Value ($000) $4,921 Avg Close — Range —
Q3 2024
Shares 88,060 Value ($000) $5,117 Avg Close — Range —
Q2 2024
Shares 72,303 Value ($000) $4,113 Avg Close — Range —
Q1 2024
Shares 56,061 Value ($000) $3,226 Avg Close — Range —
Q4 2023
Shares 62,355 Value ($000) $3,613 Avg Close — Range —
Q3 2023
Shares 160,601 Value ($000) $8,807 Avg Close — Range —
Q2 2023
Shares 158,873 Value ($000) $9,048 Avg Close — Range —
Q1 2023
Shares 142,271 Value ($000) $8,169 Avg Close — Range —
Q4 2022
Shares 142,165 Value ($000) $7,977 Avg Close — Range —
Q3 2022
Shares 82,452 Value ($000) $4,471 Avg Close — Range —
Q2 2022
Shares 45,967 Value ($000) $2,595 Avg Close — Range —
Q1 2022
Shares 28,116 Value ($000) $1,636 Avg Close — Range —
Q4 2021
Shares 27,104 Value ($000) $1,689 Avg Close — Range —
Q3 2021
Shares 30,424 Value ($000) $1,889 Avg Close — Range —
Q2 2021
Shares 32,318 Value ($000) $2,024 Avg Close — Range —
Q1 2021
Shares 31,340 Value ($000) $1,947 Avg Close — Range —
Q4 2020
Shares 45,546 Value ($000) $2,862 Avg Close — Range —
Q3 2020
Shares 43,991 Value ($000) $2,745 Avg Close — Range —
Q2 2020
Shares 21,681 Value ($000) $1,348 Avg Close — Range —
Q1 2020
Shares 18,675 Value ($000) $1,130 Avg Close — Range —
Q4 2019
Shares 19,614 Value ($000) $1,201 Avg Close — Range —
Q3 2019
Shares 17,981 Value ($000) $1,102 Avg Close — Range —
Q2 2019
Shares 17,127 Value ($000) $1,039 Avg Close — Range —
Q1 2019
Shares 13,108 Value ($000) $781 Avg Close — Range —
Q4 2018
Shares 9,492 Value ($000) $555 Avg Close — Range —
Q3 2018
Shares 6,698 Value ($000) $388 Avg Close — Range —
Q2 2018
Shares 4,551 Value ($000) $266 Avg Close — Range —
Q1 2018
Shares 4,510 Value ($000) $263 Avg Close — Range —
Q2 2016
Shares 3,076 Value ($000) $375 Avg Close — Range —
Q1 2016
Shares 2,867 Value ($000) $342 Avg Close — Range —
Q4 2015
Shares 6,434 Value ($000) $760 Avg Close — Range —
Q3 2015
Shares 5,634 Value ($000) $661 Avg Close — Range —
Q2 2015
Shares 3,541 Value ($000) $409 Avg Close — Range —