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United Capital Financial Advisers »

Ishares Tr shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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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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	$221k	8.6k	25.71
2024-03-31	$450k	18k	24.81
2023-12-31	$445k	18k	25.23

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)

Microsoft Corporation Common Stock (MSFT)

Berkshire Hathaway Inc. Class B Common Stock (BRK.B)

Apple Common Stock (AAPL)

Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)

Eli Lilly And Company Common Stock (LLY)

Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)

Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)

Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

Vanguard Value Etf Exchange Traded Fund (VTV)

Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)

Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)

Vanguard Growth Etf Exchange Traded Fund (VUG)

Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr

Wells Fargo & Company

Capital Investment Advisors

First Interstate Bank

Aptus Capital Advisors

Bank of America Corporation

Gateway Advisory

Sigma Investment Counselors

MV Capital Management

Raymond James Financial Services Advisors

Arrow Financial Corp.

Rockefeller Capital Management

Stony Point Wealth Management

View all funds holding Ishares Tr

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