ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q3 2023
Shares 4,638 Value ($000) $219 Avg Close — Range —
Q1 2023
Shares 4,784 Value ($000) $241 Avg Close — Range —
Q4 2021
Shares 3,375 Value ($000) $228 Avg Close — Range —
Q2 2021
Shares 3,941 Value ($000) $230 Avg Close — Range —
Q4 2020
Shares 4,991 Value ($000) $242 Avg Close — Range —
Q4 2019
Shares 5,341 Value ($000) $292 Avg Close — Range —
Q3 2019
Shares 6,567 Value ($000) $365 Avg Close — Range —