Ishares Tr shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr (IBDY) 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 |
|---|---|---|---|
| 2025-09-30 | $399k | 15k | 26.23 |
| 2025-06-30 | $386k | 15k | 25.91 |
| 2025-03-31 | $241k | 9.4k | 25.56 |
| 2024-12-31 | $211k | 8.4k | 25.10 |
| 2024-03-31 | $514k | 20k | 25.48 |
| 2023-12-31 | $509k | 20k | 25.85 |
More positions owned by United Capital Financial Advisers
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