ISHARES TR

CUSIP: 46435G318 Class: IBONDS DEC2023

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

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

Q3 2023
Shares 125,303 Value ($000) $3,198 Avg Close — Range —
Q2 2023
Shares 126,451 Value ($000) $3,223 Avg Close — Range —
Q1 2023
Shares 132,499 Value ($000) $3,369 Avg Close — Range —
Q4 2022
Shares 149,733 Value ($000) $3,796 Avg Close — Range —
Q3 2022
Shares 150,979 Value ($000) $3,811 Avg Close — Range —
Q2 2022
Shares 150,164 Value ($000) $3,829 Avg Close — Range —
Q1 2022
Shares 159,240 Value ($000) $4,056 Avg Close — Range —
Q4 2021
Shares 166,609 Value ($000) $4,319 Avg Close — Range —
Q3 2021
Shares 167,405 Value ($000) $4,353 Avg Close — Range —
Q2 2021
Shares 163,525 Value ($000) $4,270 Avg Close — Range —
Q1 2021
Shares 167,111 Value ($000) $4,372 Avg Close — Range —
Q4 2020
Shares 172,004 Value ($000) $4,505 Avg Close — Range —
Q3 2020
Shares 177,987 Value ($000) $4,678 Avg Close — Range —
Q2 2020
Shares 179,865 Value ($000) $4,720 Avg Close — Range —
Q1 2020
Shares 194,269 Value ($000) $4,983 Avg Close — Range —
Q4 2019
Shares 245,228 Value ($000) $6,332 Avg Close — Range —
Q3 2019
Shares 248,209 Value ($000) $6,394 Avg Close — Range —
Q2 2019
Shares 212,872 Value ($000) $5,475 Avg Close — Range —
Q1 2019
Shares 184,454 Value ($000) $4,698 Avg Close — Range —
Q4 2018
Shares 188,574 Value ($000) $4,735 Avg Close — Range —
Q3 2018
Shares 197,445 Value ($000) $4,906 Avg Close — Range —