ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q4 2025
Shares 9,755 Value ($000) $466 Avg Close — Range —
Q3 2025
Shares 8,967 Value ($000) $427 Avg Close — Range —
Q2 2025
Shares 8,881 Value ($000) $409 Avg Close — Range —
Q1 2025
Shares 9,046 Value ($000) $397 Avg Close — Range —
Q4 2024
Shares 9,451 Value ($000) $411 Avg Close — Range —
Q3 2024
Shares 8,417 Value ($000) $380 Avg Close — Range —
Q2 2024
Shares 8,685 Value ($000) $374 Avg Close — Range —
Q1 2024
Shares 7,718 Value ($000) $330 Avg Close — Range —
Q4 2023
Shares 7,978 Value ($000) $331 Avg Close — Range —
Q3 2023
Shares 9,226 Value ($000) $359 Avg Close — Range —
Q1 2022
Shares 8,134 Value ($000) $350 Avg Close — Range —
Q4 2021
Shares 8,263 Value ($000) $376 Avg Close — Range —
Q3 2021
Shares 13,908 Value ($000) $622 Avg Close — Range —
Q2 2021
Shares 27,152 Value ($000) $1,223 Avg Close — Range —
Q1 2021
Shares 38,293 Value ($000) $1,668 Avg Close — Range —
Q4 2020
Shares 38,707 Value ($000) $1,672 Avg Close — Range —
Q3 2020
Shares 51,303 Value ($000) $2,106 Avg Close — Range —
Q2 2020
Shares 46,977 Value ($000) $1,873 Avg Close — Range —