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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 186,296 shares of IBMP (ISHARES TR), worth $4.7M as of 2026-Q2. The position was increased (+9.3% shares). IBMP represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$4.7M

Current Shares

186,296

Total Value Change

+$2.5M

Total Shares Change

+99,957

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
186,296
+9.3%
$4.7M0.0%$25.20
29
2026-Q1
Increased
170,486
+28.2%
$4.3M0.0%$25.18
33
2025-Q4
Increased
132,981
+9.5%
$3.4M0.0%$25.02
29
2025-Q3
Increased
121,401
+10.6%
$3.1M0.0%$24.90
29
2025-Q2
Decreased
109,726
-0.2%
$2.8M0.0%$24.62
0
2025-Q1
Increased
109,992
+18.6%
$2.8M0.0%$24.41
31
2024-Q4
Increased
92,781
+7.5%
$2.3M0.0%$24.17
28
2024-Q3
Decreased
86,339
-2.1%
$2.2M0.0%$24.28
0

Other major holders of IBMP: BANK OF AMERICA CORP /DE/

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