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Ishares Tr shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 36k 72.04
2024-06-30 $1.9M 29k 67.43
2024-03-31 $1.7M 25k 68.13
2023-12-31 $1.6M 25k 63.88