Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC

IGIB
Showing 8 of 29 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.9M shares of IGIB (ISHARES TR), worth $99.1M as of 2026-Q1. The position was decreased (-1.1% shares). IGIB represents 0.6% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$99.1M

Current Shares

1.9M

Total Value Change

-$2.4M

Total Shares Change

-114,679

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.9M
-1.1%
$99.1M0.6%$54.07
0
2025-Q4
Decreased
1.9M
-3.4%
$101.6M0.6%$53.83
0
2025-Q3
Decreased
2M
-0.8%
$105.6M0.8%$53.04
0
2025-Q2
Decreased
2M
-4.2%
$104.9M0.8%$51.44
0
2025-Q1
Increased
2.1M
+0.6%
$107.9M0.9%$50.24
42
2024-Q4
Decreased
2M
-0.7%
$105.2M0.9%$49.07
0
2024-Q3
Increased
2.1M
+3.9%
$110.5M0.9%$50.43
44
2024-Q2
Increased
2M
+0.6%
$101.5M0.9%$47.49
42

Other major holders of IGIB: Financial Engines Advisors L.L.C.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used