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

IBTLIBTL
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 396,107 shares of IBTL (ISHARES TR), worth $8M as of 2026-Q2. The position was increased (+9.1% shares). IBTL represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$8M

Current Shares

396,107

Total Value Change

+$6.7M

Total Shares Change

+330,494

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
396,107
+9.1%
$8M0.0%$19.93
30
2026-Q1
Increased
363,176
+14.3%
$7.4M0.0%$20.00
31
2025-Q4
Increased
317,769
+41.4%
$6.5M0.0%$20.00
36
2025-Q3
Increased
224,705
+64.5%
$4.6M0.0%$19.79
39
2025-Q2
Increased
136,608
+108.2%
$2.8M0.0%$19.53
42
2025-Q1
New
65,613
-
$1.3M0.0%$19.17
35

Other major holders of IBTL: WELLS FARGO & COMPANY/MN

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