ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

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

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

Q4 2025
Shares 21,211 Value ($000) $1,379 Avg Close Range
Q3 2025
Shares 19,976 Value ($000) $1,286 Avg Close Range
Q2 2025
Shares 19,465 Value ($000) $1,198 Avg Close Range
Q1 2025
Shares 18,970 Value ($000) $1,092 Avg Close Range
Q4 2024
Shares 21,334 Value ($000) $1,223 Avg Close Range
Q3 2024
Shares 20,409 Value ($000) $1,209 Avg Close Range
Q2 2024
Shares 19,002 Value ($000) $1,070 Avg Close Range
Q1 2024
Shares 14,734 Value ($000) $820 Avg Close Range
Q4 2023
Shares 14,969 Value ($000) $796 Avg Close Range
Q3 2023
Shares 17,681 Value ($000) $874 Avg Close Range
Q2 2023
Shares 11,831 Value ($000) $609 Avg Close Range
Q1 2023
Shares 11,743 Value ($000) $588 Avg Close Range
Q4 2022
Shares 11,141 Value ($000) $525 Avg Close Range
Q3 2022
Shares 10,533 Value ($000) $472 Avg Close Range
Q2 2022
Shares 10,471 Value ($000) $503 Avg Close Range
Q1 2022
Shares 10,834 Value ($000) $585 Avg Close Range
Q4 2021
Shares 12,269 Value ($000) $700 Avg Close Range
Q3 2021
Shares 12,222 Value ($000) $678 Avg Close Range
Q2 2021
Shares 11,859 Value ($000) $664 Avg Close Range
Q1 2021
Shares 11,432 Value ($000) $612 Avg Close Range
Q4 2020
Shares 16,234 Value ($000) $847 Avg Close Range
Q3 2020
Shares 11,120 Value ($000) $539 Avg Close Range
Q2 2020
Shares 10,001 Value ($000) $464 Avg Close Range
Q1 2020
Shares 10,129 Value ($000) $419 Avg Close Range
Q4 2019
Shares 4,308 Value ($000) $206 Avg Close Range
Q3 2019
Shares 4,386 Value ($000) $202 Avg Close Range