ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 120,555 Value ($000) $3,069 Avg Close — Range —
Q3 2025
Shares 110,214 Value ($000) $2,813 Avg Close — Range —
Q2 2025
Shares 90,047 Value ($000) $2,289 Avg Close — Range —
Q1 2025
Shares 84,735 Value ($000) $2,140 Avg Close — Range —
Q4 2024
Shares 73,881 Value ($000) $1,840 Avg Close — Range —
Q3 2024
Shares 66,886 Value ($000) $1,708 Avg Close — Range —
Q2 2024
Shares 64,022 Value ($000) $1,586 Avg Close — Range —
Q1 2024
Shares 61,330 Value ($000) $1,528 Avg Close — Range —
Q4 2023
Shares 58,289 Value ($000) $1,462 Avg Close — Range —
Q3 2023
Shares 57,925 Value ($000) $1,392 Avg Close — Range —
Q2 2023
Shares 60,784 Value ($000) $1,489 Avg Close — Range —
Q1 2023
Shares 63,039 Value ($000) $1,572 Avg Close — Range —
Q4 2022
Shares 62,757 Value ($000) $1,524 Avg Close — Range —
Q3 2022
Shares 60,310 Value ($000) $1,435 Avg Close — Range —
Q2 2022
Shares 65,712 Value ($000) $1,640 Avg Close — Range —
Q1 2022
Shares 70,559 Value ($000) $1,859 Avg Close — Range —
Q4 2021
Shares 83,499 Value ($000) $2,362 Avg Close — Range —
Q3 2021
Shares 87,119 Value ($000) $2,496 Avg Close — Range —
Q2 2021
Shares 91,230 Value ($000) $2,637 Avg Close — Range —
Q1 2021
Shares 93,021 Value ($000) $2,634 Avg Close — Range —
Q4 2020
Shares 94,042 Value ($000) $2,779 Avg Close — Range —
Q3 2020
Shares 83,873 Value ($000) $2,440 Avg Close — Range —
Q2 2020
Shares 87,793 Value ($000) $2,532 Avg Close — Range —
Q1 2020
Shares 102,095 Value ($000) $2,679 Avg Close — Range —
Q4 2019
Shares 110,031 Value ($000) $3,053 Avg Close — Range —
Q3 2019
Shares 109,145 Value ($000) $3,029 Avg Close — Range —
Q2 2019
Shares 120,780 Value ($000) $3,279 Avg Close — Range —
Q1 2019
Shares 111,923 Value ($000) $2,926 Avg Close — Range —
Q4 2018
Shares 116,829 Value ($000) $2,914 Avg Close — Range —