ISHARES TR

Ticker: IHF CUSIP: 464288828 Class: US HLTHCR PR ETF

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

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

Q3 2023
Shares 3,109 Value ($000) $765 Avg Close Range
Q2 2023
Shares 3,109 Value ($000) $795 Avg Close Range
Q1 2023
Shares 3,186 Value ($000) $788 Avg Close Range
Q4 2022
Shares 3,548 Value ($000) $950 Avg Close Range
Q3 2022
Shares 3,548 Value ($000) $906 Avg Close Range
Q2 2022
Shares 3,471 Value ($000) $887 Avg Close Range
Q1 2022
Shares 3,471 Value ($000) $982 Avg Close Range
Q4 2021
Shares 3,395 Value ($000) $986 Avg Close Range
Q3 2021
Shares 3,425 Value ($000) $876 Avg Close Range
Q2 2021
Shares 3,400 Value ($000) $906 Avg Close Range
Q1 2021
Shares 3,725 Value ($000) $938 Avg Close Range
Q4 2020
Shares 3,725 Value ($000) $874 Avg Close Range
Q3 2020
Shares 3,750 Value ($000) $757 Avg Close Range
Q2 2020
Shares 3,750 Value ($000) $724 Avg Close Range
Q1 2020
Shares 3,762 Value ($000) $627 Avg Close Range
Q4 2019
Shares 3,792 Value ($000) $761 Avg Close Range
Q3 2019
Shares 3,882 Value ($000) $628 Avg Close Range
Q2 2019
Shares 4,532 Value ($000) $777 Avg Close Range
Q1 2019
Shares 67,863 Value ($000) $11,394 Avg Close Range
Q4 2018
Shares 68,424 Value ($000) $11,303 Avg Close Range
Q3 2018
Shares 116,612 Value ($000) $23,305 Avg Close Range
Q2 2018
Shares 101,806 Value ($000) $17,881 Avg Close Range
Q1 2018
Shares 67,692 Value ($000) $10,689 Avg Close Range
Q4 2017
Shares 68,101 Value ($000) $10,747 Avg Close Range
Q3 2017
Shares 67,794 Value ($000) $10,016 Avg Close Range
Q2 2017
Shares 68,647 Value ($000) $10,199 Avg Close Range
Q1 2017
Shares 68,032 Value ($000) $9,122 Avg Close Range
Q4 2016
Shares 69,230 Value ($000) $8,673 Avg Close Range
Q3 2016
Shares 70,871 Value ($000) $8,789 Avg Close Range
Q2 2016
Shares 71,361 Value ($000) $9,063 Avg Close Range
Q1 2016
Shares 72,125 Value ($000) $8,798 Avg Close Range
Q4 2015
Shares 71,898 Value ($000) $8,941 Avg Close Range
Q3 2015
Shares 144,937 Value ($000) $17,955 Avg Close Range
Q2 2015
Shares 151,550 Value ($000) $21,664 Avg Close Range
Q1 2015
Shares 79,437 Value ($000) $10,211 Avg Close Range
Q4 2014
Shares 7,203 Value ($000) $853 Avg Close Range
Q3 2014
Shares 61,301 Value ($000) $6,551 Avg Close Range
Q1 2014
Shares 3,585 Value ($000) $354 Avg Close Range
Q4 2013
Shares 3,585 Value ($000) $334 Avg Close Range