ISHARES TR

Ticker: FALN CUSIP: 46435G474 Class: FALN ANGLS USD

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

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

Q2 2025
Shares 84,531 Value ($000) $2,294 Avg Close — Range —
Q1 2025
Shares 235,145 Value ($000) $6,300 Avg Close — Range —
Q4 2024
Shares 227,264 Value ($000) $6,070 Avg Close — Range —
Q3 2024
Shares 210,057 Value ($000) $5,743 Avg Close — Range —
Q2 2024
Shares 219,609 Value ($000) $5,752 Avg Close — Range —
Q1 2024
Shares 227,063 Value ($000) $6,099 Avg Close — Range —
Q4 2023
Shares 240,519 Value ($000) $6,350 Avg Close — Range —
Q3 2023
Shares 121,999 Value ($000) $3,026 Avg Close — Range —
Q2 2023
Shares 161,498 Value ($000) $4,097 Avg Close — Range —
Q1 2023
Shares 165,600 Value ($000) $4,185 Avg Close — Range —
Q4 2022
Shares 52,443 Value ($000) $1,291 Avg Close — Range —
Q3 2022
Shares 58,443 Value ($000) $1,397 Avg Close — Range —
Q2 2022
Shares 51,156 Value ($000) $1,259 Avg Close — Range —
Q1 2022
Shares 55,014 Value ($000) $1,527 Avg Close — Range —
Q4 2021
Shares 76,574 Value ($000) $2,295 Avg Close — Range —
Q3 2021
Shares 66,736 Value ($000) $2,009 Avg Close — Range —
Q2 2021
Shares 30,831 Value ($000) $924 Avg Close — Range —
Q1 2021
Shares 27,450 Value ($000) $803 Avg Close — Range —