Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.4M shares of IVV (ISHARES TR), worth $888.2M as of 2026-Q1. The position was increased (+6.9% shares). IVV represents 5.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$888.2M
Current Shares
1.4M
Total Value Change
+$287.2M
Total Shares Change
+261,156
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.4M |
+6.9% |
| $888.2M |
| 5.5% |
| $683.37 |
66 |
| 2025-Q4 | 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 |