ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

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

Q4 2025
Shares 1,686,300 Value ($000) $38,574 Avg Close — Range —
Q3 2025
Shares 1,331,030 Value ($000) $30,547 Avg Close — Range —
Q2 2025
Shares 674,775 Value ($000) $15,473 Avg Close — Range —
Q1 2025
Shares 356,552 Value ($000) $8,179 Avg Close — Range —
Q4 2024
Shares 137,359 Value ($000) $3,133 Avg Close — Range —
Q3 2024
Shares 37,189 Value ($000) $858 Avg Close — Range —
Q2 2024
Shares 30,273 Value ($000) $686 Avg Close — Range —
Q1 2024
Shares 21,430 Value ($000) $487 Avg Close — Range —