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

IBTPIBTP
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 108,728 shares of IBTP (ISHARES TR), worth $2.8M as of 2026-Q2. The position was increased (+14.3% shares). IBTP represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$2.8M

Current Shares

108,728

Total Value Change

+$2.3M

Total Shares Change

+92,095

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
108,728
+14.3%
$2.8M0.0%$25.04
30
2026-Q1
Increased
95,160
+24.6%
$2.4M0.0%$25.20
32
2025-Q4
Increased
76,340
+26.6%
$2M0.0%$25.22
32
2025-Q3
Increased
60,275
+43.6%
$1.6M0.0%$24.99
34
2025-Q2
Increased
41,975
+152.4%
$1.1M0.0%$24.54
41
2025-Q1
New
16,633
-
$426,9570.0%$24.26
33

Other major holders of IBTP: STIFEL FINANCIAL CORP, BENJAMIN EDWARDS INC

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