ISHARES TR

CUSIP: 46432FAK3 Class: 2020 INVTGR BD

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

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

Q4 2017
Shares 9,422 Value ($000) $231 Avg Close — Range —
Q2 2017
Shares 10,276 Value ($000) $253 Avg Close — Range —
Q4 2015
Shares 2,326 Value ($000) $227 Avg Close — Range —
Q3 2015
Shares 45,563 Value ($000) $4,496 Avg Close — Range —
Q2 2015
Shares 41,852 Value ($000) $4,122 Avg Close — Range —
Q1 2015
Shares 52,753 Value ($000) $5,260 Avg Close — Range —
Q4 2014
Shares 41,191 Value ($000) $4,053 Avg Close — Range —
Q3 2014
Shares 31,518 Value ($000) $3,094 Avg Close — Range —
Q2 2014
Shares 16,431 Value ($000) $1,621 Avg Close — Range —
Q1 2014
Shares 3,596 Value ($000) $350 Avg Close — Range —