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Ishares Tr msci lw crb tg shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr msci lw crb tg

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024200k220k240k260k280k135014001450
Value ($)Share countHistorical CRBN position of United Capital Financial … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci lw crb tg 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 msci lw crb tg by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 1.5k 196.16
2024-06-30 $270k 1.5k 183.30
2024-03-31 $241k 1.3k 179.49
2023-12-31 $222k 1.3k 165.47
2023-06-30 $207k 1.3k 156.43
2022-12-31 $202k 1.5k 138.17