ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 14,540 Value ($000) $1,768 Avg Close — Range —
Q3 2025
Shares 14,400 Value ($000) $1,763 Avg Close — Range —
Q2 2025
Shares 14,090 Value ($000) $1,651 Avg Close — Range —
Q1 2025
Shares 14,123 Value ($000) $1,711 Avg Close — Range —
Q4 2024
Shares 14,977 Value ($000) $1,681 Avg Close — Range —
Q3 2024
Shares 15,264 Value ($000) $1,795 Avg Close — Range —
Q2 2024
Shares 15,675 Value ($000) $1,704 Avg Close — Range —
Q1 2024
Shares 16,455 Value ($000) $1,814 Avg Close — Range —
Q4 2023
Shares 17,318 Value ($000) $1,766 Avg Close — Range —
Q3 2023
Shares 22,766 Value ($000) $2,251 Avg Close — Range —
Q2 2023
Shares 21,390 Value ($000) $2,156 Avg Close — Range —
Q1 2023
Shares 23,123 Value ($000) $2,351 Avg Close — Range —
Q4 2022
Shares 22,079 Value ($000) $2,302 Avg Close — Range —
Q3 2022
Shares 19,567 Value ($000) $1,786 Avg Close — Range —
Q2 2022
Shares 19,733 Value ($000) $1,982 Avg Close — Range —
Q1 2022
Shares 15,656 Value ($000) $1,673 Avg Close — Range —
Q4 2021
Shares 16,109 Value ($000) $1,627 Avg Close — Range —
Q3 2021
Shares 12,025 Value ($000) $1,133 Avg Close — Range —
Q2 2021
Shares 12,475 Value ($000) $1,204 Avg Close — Range —
Q1 2021
Shares 12,422 Value ($000) $1,179 Avg Close — Range —
Q4 2020
Shares 9,630 Value ($000) $844 Avg Close — Range —
Q3 2020
Shares 12,333 Value ($000) $993 Avg Close — Range —
Q2 2020
Shares 12,751 Value ($000) $1,035 Avg Close — Range —
Q1 2020
Shares 16,640 Value ($000) $1,191 Avg Close — Range —
Q4 2019
Shares 16,787 Value ($000) $1,646 Avg Close — Range —
Q3 2019
Shares 18,244 Value ($000) $1,718 Avg Close — Range —
Q2 2019
Shares 21,512 Value ($000) $2,033 Avg Close — Range —
Q1 2019
Shares 18,771 Value ($000) $1,751 Avg Close — Range —
Q4 2018
Shares 15,392 Value ($000) $1,299 Avg Close — Range —
Q3 2018
Shares 7,771 Value ($000) $704 Avg Close — Range —
Q2 2018
Shares 7,496 Value ($000) $637 Avg Close — Range —
Q1 2018
Shares 9,118 Value ($000) $770 Avg Close — Range —
Q4 2017
Shares 7,870 Value ($000) $709 Avg Close — Range —
Q3 2017
Shares 7,362 Value ($000) $633 Avg Close — Range —
Q2 2017
Shares 7,912 Value ($000) $658 Avg Close — Range —
Q1 2017
Shares 7,200 Value ($000) $604 Avg Close — Range —
Q4 2016
Shares 7,500 Value ($000) $617 Avg Close — Range —
Q3 2016
Shares 6,989 Value ($000) $568 Avg Close — Range —
Q2 2016
Shares 6,043 Value ($000) $496 Avg Close — Range —
Q1 2016
Shares 5,937 Value ($000) $463 Avg Close — Range —
Q4 2015
Shares 8,135 Value ($000) $597 Avg Close — Range —
Q3 2015
Shares 9,502 Value ($000) $661 Avg Close — Range —
Q2 2015
Shares 7,766 Value ($000) $571 Avg Close — Range —
Q1 2015
Shares 7,101 Value ($000) $548 Avg Close — Range —
Q4 2014
Shares 8,151 Value ($000) $624 Avg Close — Range —
Q3 2014
Shares 4,421 Value ($000) $333 Avg Close — Range —
Q1 2014
Shares 3,465 Value ($000) $248 Avg Close — Range —
Q3 2013
Shares 3,245 Value ($000) $215 Avg Close — Range —
Q2 2013
Shares 3,245 Value ($000) $215 Avg Close — Range —