ISHARES TR

CUSIP: 46435U697 Class: IBONDS DEC

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

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

Q3 2024
Shares 84,658 Value ($000) $2,210 Avg Close Range
Q2 2024
Shares 86,448 Value ($000) $2,252 Avg Close Range
Q1 2024
Shares 91,899 Value ($000) $2,385 Avg Close Range
Q4 2023
Shares 84,695 Value ($000) $2,196 Avg Close Range
Q3 2023
Shares 122,509 Value ($000) $3,147 Avg Close Range
Q2 2023
Shares 123,304 Value ($000) $3,176 Avg Close Range
Q1 2023
Shares 126,853 Value ($000) $3,282 Avg Close Range
Q4 2022
Shares 141,228 Value ($000) $3,637 Avg Close Range
Q3 2022
Shares 144,768 Value ($000) $3,693 Avg Close Range
Q2 2022
Shares 143,814 Value ($000) $3,739 Avg Close Range
Q1 2022
Shares 149,435 Value ($000) $3,885 Avg Close Range
Q4 2021
Shares 151,698 Value ($000) $4,069 Avg Close Range
Q3 2021
Shares 151,954 Value ($000) $4,094 Avg Close Range
Q2 2021
Shares 146,728 Value ($000) $3,960 Avg Close Range
Q1 2021
Shares 148,691 Value ($000) $4,014 Avg Close Range
Q4 2020
Shares 154,810 Value ($000) $4,194 Avg Close Range
Q3 2020
Shares 161,804 Value ($000) $4,384 Avg Close Range