ISHARES TR

CUSIP: 46429B564 Class: 19 AMT-FREE MN

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

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

Q2 2019
Shares 219,695 Value ($000) $5,587 Avg Close — Range —
Q1 2019
Shares 196,197 Value ($000) $4,993 Avg Close — Range —
Q4 2018
Shares 196,635 Value ($000) $4,992 Avg Close — Range —
Q3 2018
Shares 222,371 Value ($000) $5,637 Avg Close — Range —
Q2 2018
Shares 244,774 Value ($000) $6,215 Avg Close — Range —
Q1 2018
Shares 230,365 Value ($000) $5,828 Avg Close — Range —
Q4 2017
Shares 206,496 Value ($000) $5,228 Avg Close — Range —
Q3 2017
Shares 198,780 Value ($000) $5,081 Avg Close — Range —
Q2 2017
Shares 185,864 Value ($000) $4,743 Avg Close — Range —
Q1 2017
Shares 182,272 Value ($000) $4,653 Avg Close — Range —
Q4 2016
Shares 199,391 Value ($000) $5,051 Avg Close — Range —
Q3 2016
Shares 193,375 Value ($000) $4,960 Avg Close — Range —
Q2 2016
Shares 171,400 Value ($000) $4,456 Avg Close — Range —
Q1 2016
Shares 121,790 Value ($000) $3,129 Avg Close — Range —
Q4 2015
Shares 103,583 Value ($000) $2,654 Avg Close — Range —
Q3 2015
Shares 105,475 Value ($000) $2,696 Avg Close — Range —
Q2 2015
Shares 74,178 Value ($000) $1,881 Avg Close — Range —
Q1 2015
Shares 72,702 Value ($000) $1,852 Avg Close — Range —
Q4 2014
Shares 75,911 Value ($000) $1,928 Avg Close — Range —
Q3 2014
Shares 64,685 Value ($000) $1,645 Avg Close — Range —
Q2 2014
Shares 41,982 Value ($000) $1,063 Avg Close — Range —
Q1 2014
Shares 10,324 Value ($000) $259 Avg Close — Range —