ISHARES TR

CUSIP: 46434VAU4 Class: ETF

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

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

Q3 2019
Shares 203,599 Value ($000) $5,059 Avg Close Range
Q2 2019
Shares 211,651 Value ($000) $5,264 Avg Close Range
Q1 2019
Shares 197,311 Value ($000) $4,905 Avg Close Range
Q4 2018
Shares 208,942 Value ($000) $5,182 Avg Close Range
Q3 2018
Shares 317,642 Value ($000) $7,878 Avg Close Range
Q2 2018
Shares 530,858 Value ($000) $13,155 Avg Close Range
Q1 2018
Shares 541,319 Value ($000) $13,408 Avg Close Range
Q4 2017
Shares 532,104 Value ($000) $13,234 Avg Close Range
Q3 2017
Shares 523,939 Value ($000) $13,125 Avg Close Range
Q2 2017
Shares 508,062 Value ($000) $12,712 Avg Close Range
Q1 2017
Shares 464,713 Value ($000) $11,609 Avg Close Range
Q4 2016
Shares 438,234 Value ($000) $10,908 Avg Close Range
Q3 2016
Shares 421,296 Value ($000) $10,587 Avg Close Range
Q2 2016
Shares 391,895 Value ($000) $9,797 Avg Close Range
Q1 2016
Shares 374,994 Value ($000) $9,397 Avg Close Range
Q4 2015
Shares 360,864 Value ($000) $8,895 Avg Close Range