ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 35,858 Value ($000) $4,620 Avg Close Range
Q3 2025
Shares 34,535 Value ($000) $4,350 Avg Close Range
Q2 2025
Shares 35,295 Value ($000) $4,100 Avg Close Range
Q1 2025
Shares 37,226 Value ($000) $3,812 Avg Close Range
Q4 2024
Shares 39,799 Value ($000) $4,388 Avg Close Range
Q3 2024
Shares 43,681 Value ($000) $4,752 Avg Close Range
Q2 2024
Shares 47,521 Value ($000) $4,935 Avg Close Range
Q1 2024
Shares 42,778 Value ($000) $4,312 Avg Close Range
Q4 2023
Shares 45,040 Value ($000) $4,101 Avg Close Range
Q3 2023
Shares 11,524 Value ($000) $938 Avg Close Range
Q2 2023
Shares 10,917 Value ($000) $919 Avg Close Range
Q1 2023
Shares 10,192 Value ($000) $795 Avg Close Range
Q4 2022
Shares 12,794 Value ($000) $918 Avg Close Range
Q3 2022
Shares 13,551 Value ($000) $907 Avg Close Range
Q2 2022
Shares 16,222 Value ($000) $1,166 Avg Close Range
Q1 2022
Shares 15,344 Value ($000) $1,329 Avg Close Range
Q4 2021
Shares 13,336 Value ($000) $1,239 Avg Close Range
Q3 2021
Shares 13,473 Value ($000) $1,121 Avg Close Range
Q2 2021
Shares 13,383 Value ($000) $1,109 Avg Close Range
Q1 2021
Shares 14,070 Value ($000) $1,074 Avg Close Range
Q4 2020
Shares 14,067 Value ($000) $1,006 Avg Close Range
Q3 2020
Shares 7,023 Value ($000) $899 Avg Close Range
Q2 2020
Shares 7,048 Value ($000) $832 Avg Close Range
Q1 2020
Shares 8,031 Value ($000) $782 Avg Close Range
Q4 2019
Shares 9,499 Value ($000) $1,141 Avg Close Range
Q3 2019
Shares 9,450 Value ($000) $1,048 Avg Close Range
Q2 2019
Shares 12,133 Value ($000) $1,327 Avg Close Range
Q1 2019
Shares 11,287 Value ($000) $1,191 Avg Close Range
Q4 2018
Shares 11,131 Value ($000) $1,035 Avg Close Range
Q3 2018
Shares 8,697 Value ($000) $929 Avg Close Range
Q2 2018
Shares 7,535 Value ($000) $761 Avg Close Range
Q1 2018
Shares 7,512 Value ($000) $734 Avg Close Range
Q4 2017
Shares 8,778 Value ($000) $862 Avg Close Range
Q3 2017
Shares 9,352 Value ($000) $868 Avg Close Range
Q2 2017
Shares 9,083 Value ($000) $811 Avg Close Range
Q1 2017
Shares 7,904 Value ($000) $686 Avg Close Range
Q4 2016
Shares 7,598 Value ($000) $626 Avg Close Range
Q3 2016
Shares 8,950 Value ($000) $721 Avg Close Range
Q2 2016
Shares 8,876 Value ($000) $683 Avg Close Range
Q1 2016
Shares 6,742 Value ($000) $516 Avg Close Range
Q4 2015
Shares 6,170 Value ($000) $467 Avg Close Range