ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 17,697 Value ($000) $904 Avg Close Range
Q3 2025
Shares 19,874 Value ($000) $1,019 Avg Close Range
Q2 2025
Shares 20,508 Value ($000) $1,048 Avg Close Range
Q1 2025
Shares 21,715 Value ($000) $1,105 Avg Close Range
Q4 2024
Shares 24,235 Value ($000) $1,224 Avg Close Range
Q3 2024
Shares 25,037 Value ($000) $1,283 Avg Close Range
Q2 2024
Shares 26,650 Value ($000) $1,341 Avg Close Range
Q1 2024
Shares 31,304 Value ($000) $1,580 Avg Close Range
Q4 2023
Shares 36,048 Value ($000) $1,821 Avg Close Range
Q3 2023
Shares 49,880 Value ($000) $2,488 Avg Close Range
Q2 2023
Shares 52,856 Value ($000) $2,628 Avg Close Range
Q1 2023
Shares 55,650 Value ($000) $2,760 Avg Close Range
Q4 2022
Shares 60,423 Value ($000) $2,977 Avg Close Range
Q3 2022
Shares 92,117 Value ($000) $4,538 Avg Close Range
Q2 2022
Shares 99,425 Value ($000) $4,898 Avg Close Range
Q1 2022
Shares 118,362 Value ($000) $5,867 Avg Close Range
Q4 2021
Shares 133,667 Value ($000) $6,677 Avg Close Range
Q3 2021
Shares 159,385 Value ($000) $7,992 Avg Close Range
Q2 2021
Shares 163,558 Value ($000) $8,206 Avg Close Range
Q1 2021
Shares 166,681 Value ($000) $8,366 Avg Close Range
Q4 2020
Shares 176,698 Value ($000) $8,865 Avg Close Range
Q3 2020
Shares 198,799 Value ($000) $9,962 Avg Close Range
Q2 2020
Shares 198,906 Value ($000) $9,947 Avg Close Range
Q1 2020
Shares 221,875 Value ($000) $10,759 Avg Close Range
Q4 2019
Shares 219,894 Value ($000) $11,050 Avg Close Range
Q3 2019
Shares 190,179 Value ($000) $9,574 Avg Close Range
Q2 2019
Shares 931,076 Value ($000) $46,861 Avg Close Range
Q1 2019
Shares 960,743 Value ($000) $48,268 Avg Close Range
Q4 2018
Shares 787,637 Value ($000) $39,264 Avg Close Range
Q3 2018
Shares 921,581 Value ($000) $46,250 Avg Close Range
Q2 2018
Shares 6,365,968 Value ($000) $319,381 Avg Close Range
Q1 2018
Shares 4,124,986 Value ($000) $206,909 Avg Close Range
Q4 2017
Shares 961,656 Value ($000) $48,198 Avg Close Range
Q3 2017
Shares 2,261,906 Value ($000) $113,751 Avg Close Range
Q2 2017
Shares 2,982,661 Value ($000) $149,938 Avg Close Range
Q1 2017
Shares 3,877,768 Value ($000) $194,858 Avg Close Range
Q4 2016
Shares 4,967,068 Value ($000) $249,247 Avg Close Range
Q3 2016
Shares 4,302,079 Value ($000) $215,921 Avg Close Range
Q2 2016
Shares 11,789,952 Value ($000) $589,498 Avg Close Range
Q1 2016
Shares 12,645,622 Value ($000) $633,040 Avg Close Range
Q4 2015
Shares 11,087,340 Value ($000) $554,589 Avg Close Range
Q3 2015
Shares 9,466,636 Value ($000) $474,184 Avg Close Range
Q2 2015
Shares 4,815,351 Value ($000) $241,442 Avg Close Range