ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

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

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

Q4 2025
Shares 1,044,411 Value ($000) $23,358 Avg Close — Range —
Q3 2025
Shares 797,841 Value ($000) $17,860 Avg Close — Range —
Q2 2025
Shares 486,873 Value ($000) $10,886 Avg Close — Range —
Q1 2025
Shares 283,067 Value ($000) $6,298 Avg Close — Range —
Q4 2024
Shares 65,373 Value ($000) $1,432 Avg Close — Range —
Q3 2024
Shares 34,119 Value ($000) $768 Avg Close — Range —
Q2 2024
Shares 20,304 Value ($000) $443 Avg Close — Range —
Q1 2024
Shares 11,081 Value ($000) $243 Avg Close — Range —