ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 1,763 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 2,143 Value ($000) $246 Avg Close — Range —
Q4 2024
Shares 3,566 Value ($000) $434 Avg Close — Range —
Q3 2023
Shares 13,174 Value ($000) $1,185 Avg Close — Range —
Q2 2023
Shares 12,824 Value ($000) $1,201 Avg Close — Range —
Q1 2023
Shares 12,824 Value ($000) $1,126 Avg Close — Range —
Q4 2022
Shares 13,077 Value ($000) $1,077 Avg Close — Range —
Q3 2022
Shares 13,077 Value ($000) $993 Avg Close — Range —
Q2 2022
Shares 13,472 Value ($000) $1,087 Avg Close — Range —
Q1 2022
Shares 13,422 Value ($000) $1,300 Avg Close — Range —
Q4 2021
Shares 14,789 Value ($000) $1,571 Avg Close — Range —
Q3 2021
Shares 15,034 Value ($000) $1,442 Avg Close — Range —
Q2 2021
Shares 15,033 Value ($000) $1,436 Avg Close — Range —
Q1 2021
Shares 20,439 Value ($000) $1,795 Avg Close — Range —
Q4 2020
Shares 20,395 Value ($000) $1,679 Avg Close — Range —
Q3 2020
Shares 10,122 Value ($000) $1,489 Avg Close — Range —
Q2 2020
Shares 10,306 Value ($000) $1,379 Avg Close — Range —
Q1 2020
Shares 10,305 Value ($000) $1,131 Avg Close — Range —
Q4 2019
Shares 9,613 Value ($000) $1,288 Avg Close — Range —
Q3 2019
Shares 7,382 Value ($000) $912 Avg Close — Range —
Q2 2019
Shares 6,728 Value ($000) $820 Avg Close — Range —
Q1 2019
Shares 7,061 Value ($000) $835 Avg Close — Range —
Q4 2018
Shares 6,986 Value ($000) $721 Avg Close — Range —
Q3 2018
Shares 6,801 Value ($000) $812 Avg Close — Range —
Q2 2018
Shares 6,801 Value ($000) $767 Avg Close — Range —
Q1 2018
Shares 6,758 Value ($000) $749 Avg Close — Range —
Q4 2017
Shares 8,291 Value ($000) $921 Avg Close — Range —
Q3 2017
Shares 8,246 Value ($000) $862 Avg Close — Range —
Q2 2017
Shares 8,239 Value ($000) $843 Avg Close — Range —
Q1 2017
Shares 8,193 Value ($000) $805 Avg Close — Range —
Q4 2016
Shares 8,187 Value ($000) $753 Avg Close — Range —
Q3 2016
Shares 8,171 Value ($000) $743 Avg Close — Range —
Q2 2016
Shares 8,171 Value ($000) $703 Avg Close — Range —
Q1 2016
Shares 6,000 Value ($000) $511 Avg Close — Range —
Q4 2015
Shares 6,000 Value ($000) $500 Avg Close — Range —
Q3 2015
Shares 5,000 Value ($000) $394 Avg Close — Range —
Q2 2015
Shares 5,000 Value ($000) $426 Avg Close — Range —
Q1 2015
Shares 5,000 Value ($000) $431 Avg Close — Range —