ISHARES TR

CUSIP: 46434VBK5 Class: ETF

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

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

Q3 2021
Shares 184,583 Value ($000) $4,565 Avg Close — Range —
Q2 2021
Shares 204,109 Value ($000) $5,058 Avg Close — Range —
Q1 2021
Shares 214,499 Value ($000) $5,330 Avg Close — Range —
Q4 2020
Shares 228,754 Value ($000) $5,698 Avg Close — Range —
Q3 2020
Shares 206,175 Value ($000) $5,165 Avg Close — Range —
Q2 2020
Shares 231,218 Value ($000) $5,815 Avg Close — Range —
Q1 2020
Shares 259,049 Value ($000) $6,386 Avg Close — Range —
Q4 2019
Shares 270,088 Value ($000) $6,741 Avg Close — Range —
Q3 2019
Shares 271,957 Value ($000) $6,799 Avg Close — Range —
Q2 2019
Shares 277,302 Value ($000) $6,913 Avg Close — Range —
Q1 2019
Shares 264,559 Value ($000) $6,540 Avg Close — Range —
Q4 2018
Shares 241,876 Value ($000) $5,892 Avg Close — Range —
Q3 2018
Shares 347,860 Value ($000) $8,474 Avg Close — Range —
Q2 2018
Shares 557,541 Value ($000) $13,587 Avg Close — Range —
Q1 2018
Shares 562,223 Value ($000) $13,758 Avg Close — Range —
Q4 2017
Shares 555,630 Value ($000) $13,780 Avg Close — Range —
Q3 2017
Shares 543,380 Value ($000) $13,612 Avg Close — Range —
Q2 2017
Shares 528,822 Value ($000) $13,215 Avg Close — Range —
Q1 2017
Shares 484,274 Value ($000) $12,015 Avg Close — Range —
Q4 2016
Shares 452,264 Value ($000) $11,171 Avg Close — Range —
Q3 2016
Shares 429,526 Value ($000) $10,884 Avg Close — Range —
Q2 2016
Shares 397,619 Value ($000) $9,940 Avg Close — Range —
Q1 2016
Shares 381,291 Value ($000) $9,528 Avg Close — Range —
Q4 2015
Shares 365,464 Value ($000) $8,884 Avg Close — Range —