ISHARES TR

Ticker: STIP CUSIP: 46429B747 Class: ETF

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

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

Q4 2025
Shares 15,029 Value ($000) $1,539 Avg Close — Range —
Q3 2025
Shares 126,349 Value ($000) $13,059 Avg Close — Range —
Q2 2025
Shares 112,278 Value ($000) $11,555 Avg Close — Range —
Q1 2025
Shares 2,162 Value ($000) $224 Avg Close — Range —
Q4 2024
Shares 2,182 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 2,182 Value ($000) $221 Avg Close — Range —
Q2 2024
Shares 2,217 Value ($000) $221 Avg Close — Range —
Q1 2024
Shares 2,185 Value ($000) $217 Avg Close — Range —
Q4 2023
Shares 3,083 Value ($000) $304 Avg Close — Range —
Q3 2023
Shares 2,798 Value ($000) $271 Avg Close — Range —
Q2 2023
Shares 3,219 Value ($000) $314 Avg Close — Range —
Q1 2023
Shares 5,027 Value ($000) $499 Avg Close — Range —
Q4 2022
Shares 4,319 Value ($000) $419 Avg Close — Range —
Q3 2022
Shares 5,722 Value ($000) $550 Avg Close — Range —
Q2 2022
Shares 2,618 Value ($000) $266 Avg Close — Range —
Q1 2022
Shares 2,395 Value ($000) $251 Avg Close — Range —
Q4 2021
Shares 2,508 Value ($000) $266 Avg Close — Range —
Q3 2021
Shares 2,700 Value ($000) $285 Avg Close — Range —
Q2 2021
Shares 2,416 Value ($000) $257 Avg Close — Range —
Q1 2021
Shares 2,260 Value ($000) $239 Avg Close — Range —
Q4 2020
Shares 2,558 Value ($000) $267 Avg Close — Range —
Q3 2020
Shares 18,732 Value ($000) $1,949 Avg Close — Range —
Q2 2020
Shares 40,418 Value ($000) $4,138 Avg Close — Range —
Q1 2020
Shares 57,869 Value ($000) $5,781 Avg Close — Range —
Q4 2019
Shares 69,770 Value ($000) $7,027 Avg Close — Range —
Q3 2019
Shares 64,714 Value ($000) $6,482 Avg Close — Range —
Q2 2019
Shares 70,646 Value ($000) $7,106 Avg Close — Range —
Q1 2019
Shares 60,370 Value ($000) $6,018 Avg Close — Range —
Q4 2018
Shares 77,019 Value ($000) $7,549 Avg Close — Range —
Q3 2018
Shares 107,186 Value ($000) $10,588 Avg Close — Range —
Q4 2017
Shares 2,081 Value ($000) $208 Avg Close — Range —
Q3 2017
Shares 2,211 Value ($000) $222 Avg Close — Range —
Q2 2017
Shares 2,146 Value ($000) $215 Avg Close — Range —
Q1 2017
Shares 2,760 Value ($000) $280 Avg Close — Range —
Q4 2016
Shares 3,259 Value ($000) $328 Avg Close — Range —
Q3 2016
Shares 3,026 Value ($000) $306 Avg Close — Range —
Q2 2016
Shares 167,220 Value ($000) $17,056 Avg Close — Range —
Q1 2016
Shares 163,260 Value ($000) $16,437 Avg Close — Range —
Q4 2015
Shares 165,351 Value ($000) $16,357 Avg Close — Range —
Q3 2015
Shares 137,462 Value ($000) $13,646 Avg Close — Range —
Q2 2015
Shares 109,833 Value ($000) $10,975 Avg Close — Range —
Q1 2015
Shares 90,373 Value ($000) $9,041 Avg Close — Range —
Q4 2014
Shares 69,203 Value ($000) $6,853 Avg Close — Range —
Q3 2014
Shares 14,986 Value ($000) $1,506 Avg Close — Range —
Q1 2014
Shares 2,537 Value ($000) $257 Avg Close — Range —