Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

IBMSIBMS
6 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 175,941 shares of IBMS (ISHARES TR), worth $4.6M as of 2026-Q2. The position was increased (+8.1% shares). IBMS represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$4.6M

Current Shares

175,941

Total Value Change

+$4.4M

Total Shares Change

+167,980

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
175,941
+8.1%
$4.6M0.0%$25.65
29
2026-Q1
Increased
162,751
+39.5%
$4.2M0.0%$25.57
35
2025-Q4
Increased
116,641
+351.8%
$3M0.0%$25.69
43
2025-Q3
Increased
25,819
+80.8%
$673,3600.0%$25.50
38
2025-Q2
Increased
14,281
+79.4%
$366,4500.0%$24.92
36
2025-Q1
New
7,961
-
$202,2090.0%$24.52
32

Other major holders of IBMS: MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC

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