ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 4,509 Value ($000) $546 Avg Close — Range —
Q2 2023
Shares 9,993 Value ($000) $774 Avg Close — Range —
Q1 2023
Shares 10,922 Value ($000) $778 Avg Close — Range —
Q4 2022
Shares 9,893 Value ($000) $656 Avg Close — Range —
Q3 2022
Shares 10,643 Value ($000) $657 Avg Close — Range —
Q2 2022
Shares 10,593 Value ($000) $703 Avg Close — Range —