ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 50,981 Value ($000) $1,578 Avg Close Range
Q3 2025
Shares 59,660 Value ($000) $1,886 Avg Close Range
Q2 2025
Shares 70,672 Value ($000) $2,168 Avg Close Range
Q1 2025
Shares 78,124 Value ($000) $2,401 Avg Close Range
Q4 2024
Shares 98,405 Value ($000) $3,094 Avg Close Range
Q3 2024
Shares 101,011 Value ($000) $3,357 Avg Close Range
Q2 2024
Shares 105,046 Value ($000) $3,314 Avg Close Range
Q1 2024
Shares 145,394 Value ($000) $4,686 Avg Close Range
Q4 2023
Shares 53,095 Value ($000) $1,656 Avg Close Range
Q3 2023
Shares 68,596 Value ($000) $2,068 Avg Close Range
Q2 2023
Shares 63,915 Value ($000) $1,977 Avg Close Range
Q1 2023
Shares 68,333 Value ($000) $2,133 Avg Close Range
Q4 2022
Shares 67,863 Value ($000) $2,072 Avg Close Range
Q3 2022
Shares 86,697 Value ($000) $2,746 Avg Close Range
Q2 2022
Shares 92,869 Value ($000) $3,054 Avg Close Range
Q1 2022
Shares 96,269 Value ($000) $3,506 Avg Close Range
Q4 2021
Shares 98,450 Value ($000) $3,882 Avg Close Range
Q3 2021
Shares 104,533 Value ($000) $4,057 Avg Close Range
Q2 2021
Shares 99,621 Value ($000) $3,919 Avg Close Range
Q1 2021
Shares 98,894 Value ($000) $3,798 Avg Close Range
Q4 2020
Shares 105,753 Value ($000) $4,073 Avg Close Range
Q3 2020
Shares 200,599 Value ($000) $7,312 Avg Close Range
Q2 2020
Shares 314,653 Value ($000) $10,900 Avg Close Range
Q1 2020
Shares 256,757 Value ($000) $8,175 Avg Close Range
Q4 2019
Shares 635,029 Value ($000) $23,871 Avg Close Range
Q3 2019
Shares 486,994 Value ($000) $18,277 Avg Close Range
Q2 2019
Shares 390,214 Value ($000) $14,379 Avg Close Range
Q1 2019
Shares 481,070 Value ($000) $17,583 Avg Close Range
Q4 2018
Shares 156,205 Value ($000) $5,347 Avg Close Range
Q3 2018
Shares 917,749 Value ($000) $34,076 Avg Close Range
Q2 2018
Shares 159,915 Value ($000) $6,030 Avg Close Range
Q1 2018
Shares 184,997 Value ($000) $6,948 Avg Close Range
Q4 2017
Shares 476,235 Value ($000) $18,135 Avg Close Range
Q3 2017
Shares 470,507 Value ($000) $18,260 Avg Close Range
Q2 2017
Shares 420,907 Value ($000) $16,487 Avg Close Range
Q1 2017
Shares 328,236 Value ($000) $12,703 Avg Close Range
Q4 2016
Shares 347,760 Value ($000) $12,940 Avg Close Range
Q3 2016
Shares 680,716 Value ($000) $26,888 Avg Close Range
Q2 2016
Shares 684,749 Value ($000) $27,390 Avg Close Range
Q1 2016
Shares 451,429 Value ($000) $17,619 Avg Close Range
Q4 2015
Shares 456,146 Value ($000) $17,721 Avg Close Range
Q3 2015
Shares 485,402 Value ($000) $18,737 Avg Close Range
Q2 2015
Shares 337,618 Value ($000) $13,224 Avg Close Range
Q1 2015
Shares 217,960 Value ($000) $8,705 Avg Close Range
Q4 2014
Shares 202,842 Value ($000) $8,000 Avg Close Range
Q3 2014
Shares 196,036 Value ($000) $7,747 Avg Close Range
Q2 2014
Shares 236,189 Value ($000) $9,426 Avg Close Range
Q1 2014
Shares 175,565 Value ($000) $6,852 Avg Close Range
Q4 2013
Shares 162,090 Value ($000) $5,970 Avg Close Range
Q3 2013
Shares 152,075 Value ($000) $5,779 Avg Close Range
Q2 2013
Shares 447,083 Value ($000) $17,561 Avg Close Range