ISHARES TR

CUSIP: 46434VBA7 Class: EXCHANGE TRADED

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

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

Q3 2022
Shares 144,191 Value ($000) $3,609 Avg Close — Range —
Q2 2022
Shares 153,070 Value ($000) $3,828 Avg Close — Range —
Q1 2022
Shares 160,925 Value ($000) $4,030 Avg Close — Range —
Q4 2021
Shares 184,629 Value ($000) $4,642 Avg Close — Range —
Q3 2021
Shares 222,904 Value ($000) $5,644 Avg Close — Range —
Q2 2021
Shares 214,564 Value ($000) $5,450 Avg Close — Range —
Q1 2021
Shares 222,622 Value ($000) $5,668 Avg Close — Range —
Q4 2020
Shares 228,773 Value ($000) $5,850 Avg Close — Range —
Q3 2020
Shares 197,761 Value ($000) $5,069 Avg Close — Range —
Q2 2020
Shares 220,737 Value ($000) $5,669 Avg Close — Range —
Q1 2020
Shares 249,943 Value ($000) $6,196 Avg Close — Range —
Q4 2019
Shares 255,892 Value ($000) $6,472 Avg Close — Range —
Q3 2019
Shares 241,565 Value ($000) $6,116 Avg Close — Range —
Q2 2019
Shares 246,424 Value ($000) $6,217 Avg Close — Range —
Q1 2019
Shares 230,430 Value ($000) $5,740 Avg Close — Range —
Q4 2018
Shares 229,471 Value ($000) $5,546 Avg Close — Range —
Q3 2018
Shares 341,673 Value ($000) $8,313 Avg Close — Range —
Q2 2018
Shares 554,765 Value ($000) $13,503 Avg Close — Range —
Q1 2018
Shares 564,352 Value ($000) $13,832 Avg Close — Range —
Q4 2017
Shares 550,941 Value ($000) $13,763 Avg Close — Range —
Q3 2017
Shares 537,159 Value ($000) $13,569 Avg Close — Range —
Q2 2017
Shares 519,764 Value ($000) $13,077 Avg Close — Range —
Q1 2017
Shares 479,755 Value ($000) $11,946 Avg Close — Range —
Q4 2016
Shares 443,543 Value ($000) $10,995 Avg Close — Range —
Q3 2016
Shares 424,502 Value ($000) $10,867 Avg Close — Range —
Q2 2016
Shares 393,261 Value ($000) $10,225 Avg Close — Range —
Q1 2016
Shares 377,902 Value ($000) $9,463 Avg Close — Range —
Q4 2015
Shares 367,825 Value ($000) $8,949 Avg Close — Range —