Ishares Tr msci usa smlcp shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.8M | 82k | 58.82 |
| 2023-09-30 | $5.2M | 100k | 51.73 |
| 2023-06-30 | $6.6M | 124k | 53.62 |
| 2023-03-31 | $7.5M | 146k | 51.26 |
| 2022-12-31 | $7.2M | 146k | 49.66 |
| 2022-09-30 | $6.5M | 146k | 44.76 |
| 2022-06-30 | $6.9M | 147k | 46.89 |
| 2022-03-31 | $8.0M | 147k | 54.57 |
| 2021-12-31 | $6.4M | 112k | 57.25 |
| 2021-09-30 | $5.8M | 108k | 53.75 |
| 2021-06-30 | $4.6M | 85k | 54.85 |
| 2021-03-31 | $4.0M | 76k | 52.44 |
| 2020-12-31 | $3.1M | 67k | 45.76 |
| 2020-09-30 | $2.5M | 66k | 37.27 |
| 2020-06-30 | $2.4M | 67k | 35.71 |
| 2020-03-31 | $2.3M | 78k | 29.79 |
| 2019-12-31 | $3.2M | 74k | 42.91 |
| 2019-09-30 | $2.9M | 72k | 39.90 |
| 2019-06-30 | $2.9M | 73k | 40.30 |
More positions owned by United Capital Financial Advisers
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