ISHARES TR

CUSIP: 46434VAX8 Class: EXCHANGE TRADED

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

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

Q3 2023
Shares 115,828 Value ($000) $2,937 Avg Close — Range —
Q2 2023
Shares 120,904 Value ($000) $3,058 Avg Close — Range —
Q1 2023
Shares 127,411 Value ($000) $3,209 Avg Close — Range —
Q4 2022
Shares 172,202 Value ($000) $4,310 Avg Close — Range —
Q3 2022
Shares 172,492 Value ($000) $4,304 Avg Close — Range —
Q2 2022
Shares 172,573 Value ($000) $4,330 Avg Close — Range —
Q1 2022
Shares 172,087 Value ($000) $4,350 Avg Close — Range —
Q4 2021
Shares 196,820 Value ($000) $5,052 Avg Close — Range —
Q3 2021
Shares 228,215 Value ($000) $5,934 Avg Close — Range —
Q2 2021
Shares 223,373 Value ($000) $5,826 Avg Close — Range —
Q1 2021
Shares 229,686 Value ($000) $6,004 Avg Close — Range —
Q4 2020
Shares 233,305 Value ($000) $6,129 Avg Close — Range —
Q3 2020
Shares 195,671 Value ($000) $5,132 Avg Close — Range —
Q2 2020
Shares 202,457 Value ($000) $5,310 Avg Close — Range —
Q1 2020
Shares 233,045 Value ($000) $5,826 Avg Close — Range —
Q4 2019
Shares 239,175 Value ($000) $6,113 Avg Close — Range —
Q3 2019
Shares 246,395 Value ($000) $6,308 Avg Close — Range —
Q2 2019
Shares 253,315 Value ($000) $6,437 Avg Close — Range —
Q1 2019
Shares 215,420 Value ($000) $5,388 Avg Close — Range —
Q4 2018
Shares 224,284 Value ($000) $5,425 Avg Close — Range —
Q3 2018
Shares 340,311 Value ($000) $8,270 Avg Close — Range —
Q2 2018
Shares 555,779 Value ($000) $13,494 Avg Close — Range —
Q1 2018
Shares 567,152 Value ($000) $13,884 Avg Close — Range —
Q4 2017
Shares 552,868 Value ($000) $13,860 Avg Close — Range —
Q3 2017
Shares 540,180 Value ($000) $13,704 Avg Close — Range —
Q2 2017
Shares 522,686 Value ($000) $13,176 Avg Close — Range —
Q1 2017
Shares 481,157 Value ($000) $11,986 Avg Close — Range —
Q4 2016
Shares 448,203 Value ($000) $11,080 Avg Close — Range —
Q3 2016
Shares 421,076 Value ($000) $10,822 Avg Close — Range —
Q2 2016
Shares 393,583 Value ($000) $10,233 Avg Close — Range —
Q1 2016
Shares 378,608 Value ($000) $9,480 Avg Close — Range —
Q4 2015
Shares 368,577 Value ($000) $8,909 Avg Close — Range —