Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 3.5M shares of HEFA (ISHARES TR), worth $145.8M as of 2025-Q4. The position was decreased (-8.0% shares). HEFA represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$145.8M
Current Shares
3.5M
Total Value Change
-$23.9M
Total Shares Change
-1.2M
Other major holders of HEFA: GOLDMAN SACHS GROUP INC
Decreased |
| 3.5M |
-8.0% |
| $145.8M |
| 0.9% |
| $41.54 |
0 |
| 2025-Q3 | Decreased | 3.8M | -2.7% | $151.7M | 1.1% | $38.37 | 0 |
| 2025-Q2 | Decreased | 3.9M | -12.6% | $149.4M | 1.2% | $36.43 | 0 |
| 2025-Q1 | Increased | 4.5M | +5.3% | $163.4M | 1.4% | $34.94 | 50 |
| 2024-Q4 | Decreased | 4.3M | -1.2% | $148.6M | 1.3% | $33.10 | 0 |
| 2024-Q3 | Decreased | 4.3M | -9.3% | $153.3M | 1.3% | $33.34 | 0 |
| 2024-Q2 | Decreased | 4.8M | -8.7% | $169.7M | 1.5% | $32.95 | 0 |