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iShares S&P NA Nat. Re. Sc. Idx shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares S&P NA Nat. Re. Sc. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Nat. Re. Sc. Idx 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 S&P NA Nat. Re. Sc. Idx by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $331k 7.5k 44.07
2024-06-30 $330k 7.5k 44.00
2024-03-31 $337k 7.5k 44.99
2023-12-31 $305k 7.5k 40.72
2023-09-30 $312k 7.5k 41.59
2023-06-30 $291k 7.5k 38.82
2015-12-31 $282k 10k 28.14
2015-09-30 $379k 13k 29.08
2015-06-30 $645k 18k 36.30
2015-03-31 $1.1M 27k 40.37
2014-12-31 $1.3M 34k 38.31
2014-09-30 $1.9M 43k 44.75
2014-06-30 $2.0M 41k 49.94
2014-03-31 $2.6M 59k 44.32
2013-12-31 $1.4M 32k 43.38
2013-09-30 $906k 22k 41.46
2013-06-30 $817k 21k 38.25
2013-03-31 $832k 21k 40.55
2012-12-31 $718k 19k 38.18
2012-09-30 $842k 21k 39.53
2012-06-30 $1.1M 32k 35.42
2011-12-31 $341k 9.0k 38.05
2011-03-31 $780k 17k 46.83
2010-12-31 $247k 5.9k 41.63

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 S&P NA Nat. Re. Sc. Idx

Arkansas Financial
Morgan Stanley
Bank of America Corporation
Family Firm
Envestnet Asset Management
Goldman Sachs Group
Royal Bank of Canada
CWM
Wells Fargo & Company
Summit Investment Advisors
Pnc Financial Services
D.A. Davidson & Co.
Pure Financial Advisors
Steward Partners Investment Advisory
Mml Investors Services

View all funds holding iShares S&P NA Nat. Re. Sc. Idx