ISHARES TR

Ticker: IGEB CUSIP: 46435G219 Class: ETF

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

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

Q4 2025
Shares 324,714 Value ($000) $14,826 Avg Close — Range —
Q3 2025
Shares 318,592 Value ($000) $14,670 Avg Close — Range —
Q2 2025
Shares 331,206 Value ($000) $15,050 Avg Close — Range —
Q1 2025
Shares 305,791 Value ($000) $13,764 Avg Close — Range —
Q4 2024
Shares 252,561 Value ($000) $11,204 Avg Close — Range —
Q3 2024
Shares 467,692 Value ($000) $21,734 Avg Close — Range —
Q2 2024
Shares 544,265 Value ($000) $24,144 Avg Close — Range —
Q1 2024
Shares 256,963 Value ($000) $11,525 Avg Close — Range —
Q4 2023
Shares 269,006 Value ($000) $12,171 Avg Close — Range —