Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 731,518 shares of IVE (ISHARES TR), worth $155.1M as of 2025-Q4. The position was increased (++36.3% shares). IVE represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$155.1M
Current Shares
731,518
Total Value Change
+$89.1M
Total Shares Change
+368,960
Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
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 |