Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.3M shares of IVV (ISHARES TR), worth $871.2M as of 2025-Q4. The position was increased (++48.9% shares). IVV represents 5.2% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$871.2M
Current Shares
1.3M
Total Value Change
+$270.1M
Total Shares Change
+173,574
Increased |
| 1.3M |
+48.9% |
| $871.2M |
| 5.2% |
| $689.92 |
85 |
| 2025-Q3 | Decreased | 854,136 | -0.2% | $571.7M | 4.1% | $664.41 | 0 |
| 2025-Q2 | Decreased | 856,197 | -13.1% | $531.6M | 4.3% | $613.43 | 0 |
| 2025-Q1 | Increased | 984,859 | +1.5% | $553.4M | 4.7% | $552.75 | 58 |
| 2024-Q4 | Decreased | 970,299 | -3.9% | $571.2M | 4.8% | $583.48 | 0 |
| 2024-Q3 | Decreased | 1M | -8.1% | $582.1M | 4.8% | $564.81 | 0 |
| 2024-Q2 | Decreased | 1.1M | -8.2% | $601.1M | 5.2% | $536.31 | 0 |