ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 14,727 Value ($000) $1,319 Avg Close Range
Q3 2025
Shares 14,462 Value ($000) $1,275 Avg Close Range
Q2 2025
Shares 14,470 Value ($000) $1,207 Avg Close Range
Q1 2025
Shares 13,971 Value ($000) $1,069 Avg Close Range
Q4 2024
Shares 12,957 Value ($000) $993 Avg Close Range
Q3 2024
Shares 11,898 Value ($000) $939 Avg Close Range
Q2 2024
Shares 11,980 Value ($000) $896 Avg Close Range
Q1 2024
Shares 11,575 Value ($000) $850 Avg Close Range
Q4 2023
Shares 11,209 Value ($000) $774 Avg Close Range
Q3 2023
Shares 13,371 Value ($000) $849 Avg Close Range
Q2 2023
Shares 13,750 Value ($000) $912 Avg Close Range
Q1 2023
Shares 12,776 Value ($000) $812 Avg Close Range
Q4 2022
Shares 11,642 Value ($000) $696 Avg Close Range
Q3 2022
Shares 9,912 Value ($000) $550 Avg Close Range
Q2 2022
Shares 8,154 Value ($000) $488 Avg Close Range
Q1 2022
Shares 7,310 Value ($000) $504 Avg Close Range
Q4 2021
Shares 6,543 Value ($000) $476 Avg Close Range
Q3 2021
Shares 6,267 Value ($000) $437 Avg Close Range
Q2 2021
Shares 6,144 Value ($000) $434 Avg Close Range
Q1 2021
Shares 7,713 Value ($000) $516 Avg Close Range
Q4 2020
Shares 8,949 Value ($000) $574 Avg Close Range
Q3 2020
Shares 20,454 Value ($000) $1,186 Avg Close Range
Q2 2020
Shares 17,867 Value ($000) $981 Avg Close Range
Q1 2020
Shares 19,080 Value ($000) $906 Avg Close Range
Q4 2019
Shares 18,835 Value ($000) $1,092 Avg Close Range
Q3 2019
Shares 18,472 Value ($000) $1,014 Avg Close Range
Q2 2019
Shares 19,108 Value ($000) $1,054 Avg Close Range
Q1 2019
Shares 14,518 Value ($000) $774 Avg Close Range
Q4 2018
Shares 17,158 Value ($000) $833 Avg Close Range
Q3 2018
Shares 14,413 Value ($000) $787 Avg Close Range
Q2 2018
Shares 14,413 Value ($000) $770 Avg Close Range
Q1 2018
Shares 15,199 Value ($000) $813 Avg Close Range
Q4 2017
Shares 17,057 Value ($000) $919 Avg Close Range
Q3 2017
Shares 17,057 Value ($000) $914 Avg Close Range
Q2 2017
Shares 17,257 Value ($000) $894 Avg Close Range
Q1 2017
Shares 17,289 Value ($000) $863 Avg Close Range
Q4 2016
Shares 17,289 Value ($000) $816 Avg Close Range
Q3 2016
Shares 17,289 Value ($000) $821 Avg Close Range
Q2 2016
Shares 17,757 Value ($000) $817 Avg Close Range
Q1 2016
Shares 18,059 Value ($000) $818 Avg Close Range
Q4 2015
Shares 15,443 Value ($000) $692 Avg Close Range
Q3 2015
Shares 15,443 Value ($000) $674 Avg Close Range