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

IVEIVE
30 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 565,412 shares of IVE (ISHARES TR), worth $128.4M as of 2026-Q2. The position was decreased (-14.4% shares). IVE represents 0.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$128.4M

Current Shares

565,412

Total Value Change

+$86.4M

Total Shares Change

+192,694

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
565,412
-14.4%
$128.4M0.7%$226.16
0
2026-Q1
Decreased
660,573
-9.7%
$139.5M0.9%$209.49
0
2025-Q4
Increased
731,518
+36.3%
$155.1M0.9%$209.63
56
2025-Q3
Increased
536,893
+3.3%
$110.9M0.8%$203.18
44
2025-Q2
Increased
519,868
+5.2%
$101.6M0.8%$191.45
44
2025-Q1
Increased
494,055
+38.2%
$94.2M0.8%$185.92
55
2024-Q4
Decreased
357,398
-0.6%
$68.2M0.6%$185.48
0
2024-Q3
Decreased
359,714
-0.8%
$70.9M0.6%$190.56
0
2024-Q2
Decreased
362,558
-2.4%
$66M0.6%$174.89
0
2024-Q1
Increased
371,351
+331.7%
$69.4M0.6%$178.68
67
2023-Q4
Decreased
86,021
-46.0%
$15M0.1%$165.56
0
2023-Q3
Decreased
159,294
-20.9%
$24.5M0.2%$145.80
0
2023-Q2
Decreased
201,255
-4.2%
$32.4M0.2%$151.95
0
2023-Q1
Decreased
210,060
-8.6%
$31.9M0.2%$142.56
0
2022-Q4
Decreased
229,819
-7.8%
$33.3M0.2%$135.62
0
2022-Q3
Decreased
249,378
-4.6%
$32.1M0.2%$119.48
0
2022-Q2
Decreased
261,418
-4.5%
$35.9M0.2%$126.91
0
2022-Q1
Decreased
273,777
-5.6%
$42.6M0.2%$143.20
0
2021-Q4
Decreased
289,941
-9.2%
$45.4M0.2%$143.38
0
2021-Q3
Decreased
319,313
-1.8%
$46.4M0.2%$132.46
0
2021-Q2
Decreased
325,304
-5.9%
$48M0.2%$133.71
0
2021-Q1
Decreased
345,633
-5.0%
$48.8M0.3%$127.46
0
2020-Q4
Decreased
364,003
-3.5%
$46.6M0.3%$114.96
0
2020-Q3
Increased
377,112
+2.0%
$42.4M0.3%$100.36
36
2020-Q2
Increased
369,597
+1.8%
$40M0.3%$95.89
35
2020-Q1
Increased
362,943
+0.8%
$33.5M0.3%$84.80
35
2019-Q4
Decreased
360,111
-2.0%
$46.8M0.3%$113.58
0
2019-Q3
Decreased
367,451
-2.2%
$43.8M0.3%$103.42
0
2019-Q2
Increased
375,733
+0.8%
$43.8M0.3%$100.59
35
2019-Q1
New
372,718
-
$42M0.3%$96.74
48

Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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