Ishares Tr shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr
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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 |
|---|---|---|---|
| 2024-12-31 | $1.4M | 66k | 21.36 |
| 2024-09-30 | $1.4M | 64k | 22.17 |
| 2024-06-30 | $1.3M | 63k | 21.26 |
| 2024-03-31 | $1.4M | 64k | 21.40 |
| 2023-12-31 | $1.4M | 64k | 21.64 |
| 2023-09-30 | $1.4M | 68k | 20.38 |
| 2023-06-30 | $1.6M | 74k | 21.20 |
| 2023-03-31 | $1.7M | 77k | 21.53 |
| 2022-12-31 | $1.7M | 82k | 20.80 |
More positions owned by United Capital Financial Advisers
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