Ishares Tr msci usa smlcp shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr msci usa smlcp
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usa smlcp held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr msci usa smlcp by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 84k | 66.35 |
| 2024-06-30 | $5.1M | 84k | 61.21 |
| 2024-03-31 | $5.3M | 83k | 63.58 |
| 2023-12-31 | $4.8M | 82k | 58.82 |
| 2023-09-30 | $5.2M | 100k | 51.73 |
| 2023-06-30 | $6.6M | 124k | 53.62 |
| 2023-03-31 | $7.5M | 146k | 51.26 |
| 2022-12-31 | $7.2M | 146k | 49.66 |
| 2022-09-30 | $6.5M | 146k | 44.76 |
| 2022-06-30 | $6.9M | 147k | 46.89 |
| 2022-03-31 | $8.0M | 147k | 54.57 |
| 2021-12-31 | $6.4M | 112k | 57.25 |
| 2021-09-30 | $5.8M | 108k | 53.75 |
| 2021-06-30 | $4.6M | 85k | 54.85 |
| 2021-03-31 | $4.0M | 76k | 52.44 |
| 2020-12-31 | $3.1M | 67k | 45.76 |
| 2020-09-30 | $2.5M | 66k | 37.27 |
| 2020-06-30 | $2.4M | 67k | 35.71 |
| 2020-03-31 | $2.3M | 78k | 29.79 |
| 2019-12-31 | $3.2M | 74k | 42.91 |
| 2019-09-30 | $2.9M | 72k | 39.90 |
| 2019-06-30 | $2.9M | 73k | 40.30 |
More positions owned by United Capital Financial Advisers
View all positions for United Capital Financial Advisers