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
Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 660,573 |
-9.7% |
| $139.5M |
| 0.9% |
| $219.98 |
0 |
| 2025-Q4 | Increased | 731,518 | +36.3% | $155.1M | 0.9% | $213.56 | 56 |
| 2025-Q3 | Increased | 536,893 | +3.3% | $110.9M | 0.8% | $204.84 | 44 |
| 2025-Q2 | Increased | 519,868 | +5.2% | $101.6M | 0.8% | $192.62 | 44 |
| 2025-Q1 | Increased | 494,055 | +38.2% | $94.2M | 0.8% | $186.32 | 55 |
| 2024-Q4 | Decreased | 357,398 | -0.6% | $68.2M | 0.6% | $187.40 | 0 |
| 2024-Q3 | Decreased | 359,714 | -0.8% | $70.9M | 0.6% | $192.13 | 0 |
| 2024-Q2 | Decreased | 362,558 | -2.4% | $66M | 0.6% | $176.93 | 0 |