United Capital Financial Advisers, LLC Ishares Inc Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 17, 2021	SELL	$40.25 - $48.1 $1.91 Million - $2.28 Million	-47,436 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$40.07 - $42.95 $1.19 Million - $1.27 Million	-29,601 Reduced 38.42%	47,436 $1.93 Million
Q2 2020 Aug 13, 2020	BUY	$32.82 - $42.18 $2.53 Million - $3.25 Million	77,037 New	77,037 $3.06 Million
Q1 2020 May 15, 2020	SELL	$29.21 - $48.12 $10.5 Million - $17.3 Million	-358,723 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$43.65 - $46.99 $1.17 Million - $1.26 Million	-26,723 Reduced 6.93%	358,723 $16.6 Million
Q3 2019 Nov 14, 2019	SELL	$42.94 - $47.91 $5.94 Million - $6.63 Million	-138,323 Reduced 26.41%	385,446 $17.2 Million
Q2 2019 Aug 13, 2019	SELL	$45.01 - $47.35 $2.54 Million - $2.67 Million	-56,492 Reduced 9.74%	523,769 $24.7 Million
Q1 2019 May 14, 2019	BUY	$39.96 - $45.9 $22.5 Million - $25.8 Million	562,948 Added 3251.59%	580,261 $26.6 Million
Q4 2018 Feb 14, 2019	SELL	$39.46 - $45.44 $7.59 Million - $8.75 Million	-192,454 Reduced 91.75%	17,313 $705,000
Q3 2018 Nov 14, 2018	BUY	$43.93 - $46.92 $3.82 Million - $4.07 Million	86,845 Added 70.65%	209,767 $9.53 Million
Q2 2018 Aug 14, 2018	SELL	$45.33 - $48.5 $576,914 - $617,259	-12,727 Reduced 9.38%	122,922 $5.66 Million
Q1 2018 May 15, 2018	BUY	$45.59 - $50.31 $114,704 - $126,579	2,516 Added 1.89%	135,649 $6.3 Million
Q4 2017 Feb 13, 2018	BUY	$46.21 - $48.21 $770,366 - $803,708	16,671 Added 14.31%	133,133 $6.36 Million
Q3 2017 Nov 14, 2017	BUY	$46.06 - $46.24 $427,621 - $429,292	9,284 Added 8.66%	116,462 $5.39 Million
Q2 2017 Aug 14, 2017	BUY	N/A	107,178	107,178 $4.77 Million

Others Institutions Holding EPP

# of Institutions

203

Shares Held

32.4M

Call Options Held

10.8K

Put Options Held

15.8K

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