Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 3.3M shares of HEFA (ISHARES TR), worth $142.3M as of 2026-Q1. The position was decreased (-5.1% shares). HEFA represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$142.3M
Current Shares
3.3M
Total Value Change
-$27.4M
Total Shares Change
-1.4M
Other major holders of HEFA: GOLDMAN SACHS GROUP INC
Decreased |
| 3.3M |
-5.1% |
| $142.3M |
| 0.9% |
| $43.35 |
0 |
| 2025-Q4 | 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 |