Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 790,411 shares of AGG (ISHARES TR), worth $78.9M as of 2025-Q4. The position was increased (++9.6% shares). AGG represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$78.9M
Current Shares
790,411
Total Value Change
+$8.1M
Total Shares Change
+60,590
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 790,411 |
+9.6% |
| $78.9M |
| 0.5% |
| $99.80 |
39 |
| 2025-Q3 | Increased | 721,354 | +1.5% | $72.3M | 0.5% | $98.64 | 42 |
| 2025-Q2 | Decreased | 710,584 | -5.8% | $70.5M | 0.6% | $96.25 | 0 |
| 2025-Q1 | Increased | 754,512 | +3.8% | $74.6M | 0.6% | $95.24 | 43 |
| 2024-Q4 | Decreased | 726,908 | -4.5% | $70.4M | 0.6% | $92.99 | 0 |
| 2024-Q3 | Increased | 761,202 | +4.3% | $77.1M | 0.6% | $96.07 | 44 |
| 2024-Q2 | Increased | 729,821 | +9.3% | $70.8M | 0.6% | $91.03 | 46 |