ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2025
Shares 36,976 Value ($000) $933 Avg Close — Range —
Q3 2025
Shares 41,300 Value ($000) $1,045 Avg Close — Range —
Q2 2025
Shares 41,615 Value ($000) $1,047 Avg Close — Range —
Q1 2025
Shares 53,143 Value ($000) $1,328 Avg Close — Range —
Q4 2024
Shares 74,688 Value ($000) $1,845 Avg Close — Range —
Q3 2024
Shares 67,417 Value ($000) $1,696 Avg Close — Range —
Q2 2024
Shares 45,733 Value ($000) $1,120 Avg Close — Range —
Q1 2024
Shares 50,571 Value ($000) $1,238 Avg Close — Range —
Q4 2023
Shares 41,038 Value ($000) $1,005 Avg Close — Range —
Q3 2023
Shares 41,437 Value ($000) $985 Avg Close — Range —
Q2 2023
Shares 34,223 Value ($000) $818 Avg Close — Range —
Q1 2023
Shares 29,275 Value ($000) $704 Avg Close — Range —
Q4 2022
Shares 26,028 Value ($000) $619 Avg Close — Range —
Q3 2022
Shares 15,718 Value ($000) $369 Avg Close — Range —
Q2 2022
Shares 11,580 Value ($000) $279 Avg Close — Range —
Q4 2021
Shares 8,258 Value ($000) $212 Avg Close — Range —
Q2 2019
Shares 12,642 Value ($000) $320 Avg Close — Range —
Q1 2019
Shares 16,054 Value ($000) $402 Avg Close — Range —
Q4 2018
Shares 11,469 Value ($000) $280 Avg Close — Range —