ISHARES TR

Ticker: REET CUSIP: 46434V647 Class: GLOBAL REIT ETF

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

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

Q4 2023
Shares 16,348 Value ($000) $395 Avg Close — Range —
Q3 2023
Shares 70,297 Value ($000) $1,488 Avg Close — Range —
Q2 2023
Shares 108,356 Value ($000) $2,489 Avg Close — Range —
Q1 2023
Shares 147,940 Value ($000) $3,392 Avg Close — Range —
Q4 2022
Shares 195,594 Value ($000) $4,442 Avg Close — Range —
Q3 2022
Shares 248,808 Value ($000) $5,292 Avg Close — Range —
Q2 2022
Shares 255,325 Value ($000) $6,174 Avg Close — Range —
Q1 2022
Shares 259,801 Value ($000) $7,589 Avg Close — Range —
Q4 2021
Shares 276,721 Value ($000) $8,470 Avg Close — Range —
Q3 2021
Shares 277,507 Value ($000) $7,606 Avg Close — Range —
Q2 2021
Shares 283,796 Value ($000) $7,867 Avg Close — Range —
Q1 2021
Shares 286,990 Value ($000) $7,312 Avg Close — Range —
Q4 2020
Shares 299,271 Value ($000) $7,162 Avg Close — Range —
Q3 2020
Shares 309,967 Value ($000) $6,519 Avg Close — Range —
Q2 2020
Shares 297,395 Value ($000) $6,210 Avg Close — Range —
Q1 2020
Shares 272,198 Value ($000) $5,213 Avg Close — Range —
Q4 2019
Shares 199,043 Value ($000) $5,498 Avg Close — Range —
Q3 2019
Shares 45,781 Value ($000) $1,286 Avg Close — Range —