ISHARES TR

CUSIP: 46434VAQ3 Class: ETF

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

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

Q3 2020
Shares 144,257 Value ($000) $3,640 Avg Close Range
Q2 2020
Shares 176,966 Value ($000) $4,483 Avg Close Range
Q1 2020
Shares 201,430 Value ($000) $5,078 Avg Close Range
Q4 2019
Shares 211,553 Value ($000) $5,352 Avg Close Range
Q3 2019
Shares 244,174 Value ($000) $6,195 Avg Close Range
Q2 2019
Shares 261,018 Value ($000) $6,614 Avg Close Range
Q1 2019
Shares 255,487 Value ($000) $6,448 Avg Close Range
Q4 2018
Shares 238,334 Value ($000) $5,954 Avg Close Range
Q3 2018
Shares 342,770 Value ($000) $8,582 Avg Close Range
Q2 2018
Shares 549,780 Value ($000) $13,766 Avg Close Range
Q1 2018
Shares 557,392 Value ($000) $13,974 Avg Close Range
Q4 2017
Shares 534,365 Value ($000) $13,525 Avg Close Range
Q3 2017
Shares 524,139 Value ($000) $13,397 Avg Close Range
Q2 2017
Shares 511,106 Value ($000) $13,038 Avg Close Range
Q1 2017
Shares 451,695 Value ($000) $11,482 Avg Close Range
Q4 2016
Shares 432,467 Value ($000) $10,911 Avg Close Range
Q3 2016
Shares 416,441 Value ($000) $10,715 Avg Close Range
Q2 2016
Shares 388,621 Value ($000) $10,104 Avg Close Range
Q1 2016
Shares 370,827 Value ($000) $9,471 Avg Close Range
Q4 2015
Shares 356,489 Value ($000) $8,894 Avg Close Range