ISHARES TR

CUSIP: 46435G789 Class: ETF

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

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

Q3 2021
Shares 168,423 Value ($000) $4,308 Avg Close Range
Q2 2021
Shares 163,531 Value ($000) $4,193 Avg Close Range
Q1 2021
Shares 165,506 Value ($000) $4,256 Avg Close Range
Q4 2020
Shares 171,582 Value ($000) $4,423 Avg Close Range
Q3 2020
Shares 180,411 Value ($000) $4,674 Avg Close Range
Q2 2020
Shares 180,755 Value ($000) $4,689 Avg Close Range
Q1 2020
Shares 195,012 Value ($000) $4,975 Avg Close Range
Q4 2019
Shares 251,506 Value ($000) $6,479 Avg Close Range
Q3 2019
Shares 250,090 Value ($000) $6,447 Avg Close Range
Q2 2019
Shares 211,130 Value ($000) $5,443 Avg Close Range
Q1 2019
Shares 188,518 Value ($000) $4,837 Avg Close Range
Q4 2018
Shares 190,130 Value ($000) $4,838 Avg Close Range
Q3 2018
Shares 215,090 Value ($000) $5,442 Avg Close Range
Q2 2018
Shares 238,202 Value ($000) $6,057 Avg Close Range
Q1 2018
Shares 222,036 Value ($000) $5,640 Avg Close Range
Q4 2017
Shares 194,854 Value ($000) $4,953 Avg Close Range
Q3 2017
Shares 194,823 Value ($000) $5,044 Avg Close Range
Q2 2017
Shares 181,569 Value ($000) $4,684 Avg Close Range
Q1 2017
Shares 178,132 Value ($000) $4,567 Avg Close Range
Q4 2016
Shares 194,094 Value ($000) $4,907 Avg Close Range
Q3 2016
Shares 183,151 Value ($000) $4,758 Avg Close Range