Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 293,499 shares of OEF (ISHARES TR), worth $100.7M as of 2025-Q4. The position was increased (++3.5% shares). OEF represents 0.6% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$100.7M
Current Shares
293,499
Total Value Change
+$94.4M
Total Shares Change
+269,910
Other major holders of OEF: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, M&T BANK CORP
Increased |
| 293,499 |
+3.5% |
| $100.7M |
| 0.6% |
| $345.09 |
44 |
| 2025-Q3 | Increased | 283,637 | +78.8% | $94.4M | 0.7% | $330.62 | 64 |
| 2025-Q2 | Increased | 158,609 | +41.6% | $48.3M | 0.4% | $301.70 | 47 |
| 2025-Q1 | Increased | 112,042 | +402.9% | $30.3M | 0.3% | $267.39 | 56 |
| 2024-Q4 | Decreased | 22,278 | -3.5% | $6.4M | 0.1% | $287.85 | 0 |
| 2024-Q3 | Decreased | 23,086 | -2.1% | $6.4M | 0.1% | $272.22 | 0 |
| 2024-Q2 | Decreased | 23,589 | -2.9% | $6.2M | 0.1% | $260.49 | 0 |