ISHARES TR

Ticker: IHE CUSIP: 464288836 Class: ETF-EQUITY

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

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

Q4 2025
Shares 3,549 Value ($000) $301 Avg Close — Range —
Q2 2015
Shares 4,207 Value ($000) $735 Avg Close — Range —
Q1 2015
Shares 3,000 Value ($000) $504 Avg Close — Range —
Q4 2014
Shares 3,000 Value ($000) $454 Avg Close — Range —
Q3 2014
Shares 3,000 Value ($000) $435 Avg Close — Range —
Q1 2014
Shares 3,000 Value ($000) $380 Avg Close — Range —
Q4 2013
Shares 3,000 Value ($000) $354 Avg Close — Range —
Q2 2013
Shares 4,015 Value ($000) $400 Avg Close — Range —