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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 660,573 shares of IVE (ISHARES TR), worth $139.5M as of 2026-Q1. The position was decreased (-9.7% shares). IVE represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$139.5M

Current Shares

660,573

Total Value Change

+$73.5M

Total Shares Change

+298,015

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
660,573
-9.7%
$139.5M0.9%$219.98
0
2025-Q4
Increased
731,518
+36.3%
$155.1M0.9%$213.56
56
2025-Q3
Increased
536,893
+3.3%
$110.9M0.8%$204.84
44
2025-Q2
Increased
519,868
+5.2%
$101.6M0.8%$192.62
44
2025-Q1
Increased
494,055
+38.2%
$94.2M0.8%$186.32
55
2024-Q4
Decreased
357,398
-0.6%
$68.2M0.6%$187.40
0
2024-Q3
Decreased
359,714
-0.8%
$70.9M0.6%$192.13
0
2024-Q2
Decreased
362,558
-2.4%
$66M0.6%$176.93
0

Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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