ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 104,371 Value ($000) $12,457 Avg Close Range
Q3 2025
Shares 93,424 Value ($000) $11,165 Avg Close Range
Q2 2025
Shares 78,329 Value ($000) $9,328 Avg Close Range
Q1 2025
Shares 64,511 Value ($000) $7,621 Avg Close Range
Q4 2024
Shares 60,440 Value ($000) $6,984 Avg Close Range
Q3 2024
Shares 53,614 Value ($000) $6,413 Avg Close Range
Q2 2024
Shares 44,188 Value ($000) $5,102 Avg Close Range
Q1 2024
Shares 42,163 Value ($000) $4,883 Avg Close Range
Q4 2023
Shares 51,468 Value ($000) $6,029 Avg Close Range
Q3 2023
Shares 123,713 Value ($000) $13,999 Avg Close Range
Q2 2023
Shares 124,127 Value ($000) $14,307 Avg Close Range
Q1 2023
Shares 176,128 Value ($000) $20,722 Avg Close Range
Q4 2022
Shares 208,475 Value ($000) $23,952 Avg Close Range
Q3 2022
Shares 210,033 Value ($000) $24,003 Avg Close Range
Q2 2022
Shares 223,711 Value ($000) $26,698 Avg Close Range
Q4 2021
Shares 2,917 Value ($000) $375 Avg Close Range
Q3 2021
Shares 3,184 Value ($000) $414 Avg Close Range
Q2 2021
Shares 3,076 Value ($000) $402 Avg Close Range
Q1 2021
Shares 2,590 Value ($000) $336 Avg Close Range
Q4 2020
Shares 10,497 Value ($000) $1,396 Avg Close Range
Q3 2020
Shares 22,974 Value ($000) $3,069 Avg Close Range
Q2 2020
Shares 47,925 Value ($000) $6,406 Avg Close Range
Q1 2020
Shares 42,219 Value ($000) $5,629 Avg Close Range
Q4 2019
Shares 21,083 Value ($000) $2,651 Avg Close Range
Q3 2019
Shares 34,019 Value ($000) $4,314 Avg Close Range
Q2 2019
Shares 40,445 Value ($000) $5,086 Avg Close Range
Q1 2019
Shares 156,936 Value ($000) $19,335 Avg Close Range
Q4 2018
Shares 255,974 Value ($000) $31,075 Avg Close Range
Q3 2018
Shares 139,919 Value ($000) $16,660 Avg Close Range
Q2 2018
Shares 6,875 Value ($000) $825 Avg Close Range
Q1 2018
Shares 61,986 Value ($000) $7,477 Avg Close Range
Q4 2017
Shares 4,767 Value ($000) $582 Avg Close Range
Q3 2017
Shares 6,560 Value ($000) $810 Avg Close Range
Q2 2017
Shares 327,716 Value ($000) $40,496 Avg Close Range
Q1 2017
Shares 87,335 Value ($000) $10,747 Avg Close Range
Q4 2016
Shares 87,845 Value ($000) $10,762 Avg Close Range
Q3 2016
Shares 55,030 Value ($000) $6,963 Avg Close Range
Q2 2016
Shares 9,419 Value ($000) $1,196 Avg Close Range
Q1 2016
Shares 25,115 Value ($000) $3,163 Avg Close Range
Q4 2015
Shares 10,426 Value ($000) $1,278 Avg Close Range
Q3 2015
Shares 11,131 Value ($000) $1,387 Avg Close Range
Q2 2015
Shares 34,430 Value ($000) $4,234 Avg Close Range
Q1 2015
Shares 42,105 Value ($000) $5,217 Avg Close Range
Q4 2014
Shares 29,896 Value ($000) $3,657 Avg Close Range
Q3 2014
Shares 34,728 Value ($000) $4,213 Avg Close Range
Q1 2014
Shares 62,163 Value ($000) $7,504 Avg Close Range
Q4 2013
Shares 3,063 Value ($000) $368 Avg Close Range
Q2 2013
Shares 3,750 Value ($000) $453 Avg Close Range