ISHARES TR

CUSIP: 46434V571 Class: ISHARES TR

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

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

Q2 2020
Shares 191,499 Value ($000) $4,881 Avg Close — Range —
Q1 2020
Shares 206,311 Value ($000) $5,234 Avg Close — Range —
Q4 2019
Shares 263,274 Value ($000) $6,719 Avg Close — Range —
Q3 2019
Shares 262,569 Value ($000) $6,703 Avg Close — Range —
Q2 2019
Shares 221,453 Value ($000) $5,656 Avg Close — Range —
Q1 2019
Shares 198,222 Value ($000) $5,055 Avg Close — Range —
Q4 2018
Shares 199,199 Value ($000) $5,054 Avg Close — Range —
Q3 2018
Shares 224,402 Value ($000) $5,665 Avg Close — Range —
Q2 2018
Shares 242,323 Value ($000) $6,150 Avg Close — Range —
Q1 2018
Shares 232,367 Value ($000) $5,893 Avg Close — Range —
Q4 2017
Shares 206,956 Value ($000) $5,248 Avg Close — Range —
Q3 2017
Shares 200,916 Value ($000) $5,164 Avg Close — Range —
Q2 2017
Shares 188,384 Value ($000) $4,821 Avg Close — Range —
Q1 2017
Shares 184,851 Value ($000) $4,725 Avg Close — Range —
Q4 2016
Shares 202,014 Value ($000) $5,099 Avg Close — Range —
Q3 2016
Shares 192,630 Value ($000) $4,972 Avg Close — Range —
Q2 2016
Shares 171,153 Value ($000) $4,450 Avg Close — Range —
Q1 2016
Shares 121,912 Value ($000) $3,140 Avg Close — Range —
Q4 2015
Shares 103,738 Value ($000) $2,648 Avg Close — Range —
Q3 2015
Shares 105,390 Value ($000) $2,694 Avg Close — Range —
Q2 2015
Shares 74,484 Value ($000) $1,881 Avg Close — Range —
Q1 2015
Shares 73,638 Value ($000) $1,865 Avg Close — Range —
Q4 2014
Shares 76,874 Value ($000) $1,943 Avg Close — Range —
Q3 2014
Shares 65,538 Value ($000) $1,652 Avg Close — Range —