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Ishares Tr s^p aggr all shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $774k 11k 69.05
2023-09-30 $849k 13k 63.49
2023-06-30 $912k 14k 66.34
2023-03-31 $813k 13k 63.59
2022-12-31 $696k 12k 59.75
2022-09-30 $550k 9.9k 55.49
2022-06-30 $488k 8.2k 59.85
2022-03-31 $504k 7.3k 68.95
2021-12-31 $476k 6.5k 72.75
2021-09-30 $437k 6.3k 69.73
2021-06-30 $434k 6.1k 70.64
2021-03-31 $516k 7.7k 66.90
2020-12-31 $574k 8.9k 64.14
2020-09-30 $1.2M 21k 57.98
2020-06-30 $981k 18k 54.91
2020-03-31 $906k 19k 47.48
2019-12-31 $1.1M 19k 57.98
2019-09-30 $1.0M 19k 54.89
2019-06-30 $1.1M 19k 55.16
2019-03-31 $774k 15k 53.31
2018-12-31 $833k 17k 48.55
2018-09-30 $787k 14k 54.60
2018-06-30 $770k 14k 53.42
2018-03-31 $813k 15k 53.49
2017-12-31 $919k 17k 53.88
2017-09-30 $914k 17k 53.59
2017-06-30 $894k 17k 51.81
2017-03-31 $863k 17k 49.92
2016-12-31 $816k 17k 47.20
2016-09-30 $821k 17k 47.49
2016-06-30 $817k 18k 46.01
2016-03-31 $818k 18k 45.30
2015-12-31 $692k 15k 44.81
2015-09-30 $674k 15k 43.64

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Raymond James & Associates
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Commonwealth Equity Services
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all