United Capital Financial Advisers, LLC Ishares Core S&P U.S Growth Et Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 89,784 shares of IUSG stock, worth $12.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

89,784

Previous 93,314 3.78%

Holding current value

$12.4 Million

Previous $12.3 Million 1.64%

% of portfolio

0.11%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$129.96 - $144.97 $458,758 - $511,744	-3,530 Reduced 3.78%	89,784 $12.5 Million
Q3 2024 Nov 12, 2024	SELL	$116.79 - $133.54 $355,041 - $405,961	-3,040 Reduced 3.16%	93,314 $12.3 Million
Q2 2024 Aug 14, 2024	SELL	$109.98 - $128.59 $653,501 - $764,081	-5,942 Reduced 5.81%	96,354 $12.3 Million
Q1 2024 May 15, 2024	SELL	$100.95 - $117.92 $1.04 Million - $1.22 Million	-10,338 Reduced 9.18%	102,296 $12 Million
Q4 2023 Feb 14, 2024	SELL	$91.06 - $104.51 $5.65 Million - $6.49 Million	-62,053 Reduced 35.52%	112,634 $11.7 Million
Q3 2023 Nov 14, 2023	SELL	$94.27 - $100.74 $745,487 - $796,651	-7,908 Reduced 4.33%	174,687 $16.6 Million
Q2 2023 Aug 14, 2023	SELL	$87.77 - $97.64 $1.35 Million - $1.51 Million	-15,429 Reduced 7.79%	182,595 $17.8 Million
Q1 2023 Aug 14, 2023	BUY	$79.81 - $88.77 $1.23 Million - $1.37 Million	15,429 Added 8.45%	198,024 $17.6 Million
Q1 2023 May 15, 2023	SELL	$79.81 - $88.77 $1.09 Million - $1.21 Million	-13,613 Reduced 6.43%	198,024 $17.6 Million
Q4 2022 Feb 14, 2023	SELL	$78.88 - $88.47 $1.13 Million - $1.27 Million	-14,319 Reduced 6.34%	211,637 $17.3 Million
Q3 2022 Nov 14, 2022	SELL	$80.18 - $99.02 $826,816 - $1.02 Million	-10,312 Reduced 4.36%	225,956 $18.1 Million
Q2 2022 Aug 11, 2022	SELL	$80.61 - $107.49 $1.51 Million - $2.02 Million	-18,760 Reduced 7.36%	236,268 $19.8 Million
Q1 2022 May 16, 2022	SELL	$94.61 - $116.48 $1.49 Million - $1.84 Million	-15,763 Reduced 5.82%	255,028 $26.9 Million
Q4 2021 Feb 14, 2022	SELL	$101.4 - $117.16 $1.35 Million - $1.56 Million	-13,316 Reduced 4.69%	270,791 $31.3 Million
Q3 2021 Nov 15, 2021	SELL	$101.41 - $109.45 $1.95 Million - $2.1 Million	-19,212 Reduced 6.33%	284,107 $29.1 Million
Q2 2021 Aug 13, 2021	SELL	$91.91 - $101.16 $887,299 - $976,598	-9,654 Reduced 3.08%	303,319 $30.6 Million
Q1 2021 May 14, 2021	BUY	$85.7 - $93.77 $100,868 - $110,367	1,177 Added 0.38%	312,973 $28.4 Million
Q4 2020 Feb 17, 2021	SELL	$77.7 - $88.69 $816,937 - $932,486	-10,514 Reduced 3.26%	311,796 $27.7 Million
Q3 2020 Nov 13, 2020	BUY	$72.62 - $86.26 $324,466 - $385,409	4,468 Added 1.41%	322,310 $25.8 Million
Q2 2020 Aug 13, 2020	BUY	$54.68 - $72.85 $1.41 Million - $1.88 Million	25,765 Added 8.82%	317,842 $22.8 Million
Q1 2020 May 15, 2020	BUY	$49.63 - $73.36 $902,819 - $1.33 Million	18,191 Added 6.64%	292,077 $16.7 Million
Q4 2019 Feb 14, 2020	BUY	$61.11 - $67.92 $1.74 Million - $1.93 Million	28,422 Added 11.58%	273,886 $18.5 Million
Q3 2019 Nov 14, 2019	BUY	$60.87 - $64.7 $2.77 Million - $2.95 Million	45,550 Added 22.78%	245,464 $15.4 Million
Q2 2019 Aug 13, 2019	BUY	$58.69 - $63.27 $4.17 Million - $4.5 Million	71,114 Added 55.21%	199,914 $12.5 Million
Q1 2019 May 14, 2019	BUY	$51.25 - $60.61 $5.27 Million - $6.23 Million	102,739 Added 394.23%	128,800 $7.77 Million
Q4 2018 Feb 14, 2019	BUY	$49.22 - $62.28 $1.28 Million - $1.62 Million	26,061 New	26,061 $1.37 Million

Others Institutions Holding IUSG

# of Institutions

820

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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United Capital Financial Advisers, LLC Ishares Core S&P U.S Growth Et Transaction History