United Capital Financial Advisers, LLC Ishares Tr Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 112,014 shares of IYH stock, worth $7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

112,014

Previous 113,615 1.41%

Holding current value

$7 Million

Previous $7.38 Million 11.61%

% of portfolio

0.06%

Previous 0.04%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$57.53 - $65.24 $92,105 - $104,449	-1,601 Reduced 1.41%	112,014 $6.53 Million
Q3 2024 Nov 12, 2024	SELL	$60.29 - $66.38 $109,607 - $120,678	-1,818 Reduced 1.57%	113,615 $7.38 Million
Q2 2024 Aug 14, 2024	SELL	$58.05 - $61.75 $154,064 - $163,884	-2,654 Reduced 2.25%	115,433 $7.07 Million
Q1 2024 May 15, 2024	BUY	$60.83 - $309.78 $5.67 Million - $28.9 Million	93,259 Added 375.62%	118,087 $7.31 Million
Q4 2023 Feb 14, 2024	SELL	$257.23 - $286.28 $4.53 Million - $5.04 Million	-17,615 Reduced 41.5%	24,828 $7.11 Million
Q3 2023 Nov 14, 2023	BUY	$270.07 - $286.44 $113,969 - $120,877	422 Added 1.0%	42,443 $11.5 Million
Q2 2023 Aug 14, 2023	SELL	$267.13 - $285.74 $63,844 - $68,291	-239 Reduced 0.57%	42,021 $11.8 Million
Q1 2023 Aug 14, 2023	BUY	$260.66 - $283.72 $62,297 - $67,809	239 Added 0.57%	42,260 $11.5 Million
Q1 2023 May 15, 2023	SELL	$260.66 - $283.72 $531,746 - $578,788	-2,040 Reduced 4.6%	42,260 $11.5 Million
Q4 2022 Feb 14, 2023	SELL	$50.9 - $291.18 $33,441 - $191,305	-657 Reduced 1.46%	44,300 $12.6 Million
Q3 2022 Nov 14, 2022	BUY	$50.54 - $281.89 $127,714 - $712,336	2,527 Added 5.96%	44,957 $11.4 Million
Q2 2022 Aug 11, 2022	SELL	$249.77 - $300.0 $76,429 - $91,800	-306 Reduced 0.72%	42,430 $11.4 Million
Q1 2022 May 16, 2022	BUY	$266.13 - $297.6 $358,210 - $400,569	1,346 Added 3.25%	42,736 $12.3 Million
Q4 2021 Feb 14, 2022	BUY	$271.82 - $301.88 $294,924 - $327,539	1,085 Added 2.69%	41,390 $12.4 Million
Q3 2021 Nov 15, 2021	SELL	$275.57 - $296.34 $25,076 - $26,966	-91 Reduced 0.23%	40,305 $11.1 Million
Q2 2021 Aug 13, 2021	SELL	$251.53 - $273.61 $271,903 - $295,772	-1,081 Reduced 2.61%	40,396 $11 Million
Q1 2021 May 14, 2021	BUY	$239.92 - $258.36 $312,855 - $336,901	1,304 Added 3.25%	41,477 $10.5 Million
Q4 2020 Feb 17, 2021	BUY	$219.61 - $245.91 $761,168 - $852,324	3,466 Added 9.44%	40,173 $9.88 Million
Q3 2020 Nov 13, 2020	SELL	$217.29 - $234.25 $16,079 - $17,334	-74 Reduced 0.2%	36,707 $8.34 Million
Q2 2020 Aug 13, 2020	BUY	$180.66 - $222.47 $590,758 - $727,476	3,270 Added 9.76%	36,781 $7.93 Million
Q1 2020 May 15, 2020	SELL	$158.63 - $221.56 $429,094 - $599,319	-2,705 Reduced 7.47%	33,511 $6.29 Million
Q4 2019 Feb 14, 2020	BUY	$184.36 - $217.02 $330,926 - $389,550	1,795 Added 5.21%	36,216 $7.79 Million
Q3 2019 Nov 14, 2019	SELL	$187.31 - $198.79 $371,248 - $394,001	-1,982 Reduced 5.44%	34,421 $6.51 Million
Q2 2019 Aug 13, 2019	BUY	$180.7 - $197.36 $2.61 Million - $2.85 Million	14,454 Added 65.85%	36,403 $7.11 Million
Q1 2019 May 14, 2019	SELL	$174.36 - $196.3 $108,451 - $122,098	-622 Reduced 2.76%	21,949 $4.25 Million
Q4 2018 Feb 14, 2019	SELL	$170.02 - $204.02 $7.08 Million - $8.5 Million	-41,644 Reduced 64.85%	22,571 $4.08 Million
Q3 2018 Nov 14, 2018	SELL	$178.76 - $202.9 $5.38 Million - $6.11 Million	-30,110 Reduced 31.92%	64,215 $13 Million
Q2 2018 Aug 14, 2018	SELL	$168.2 - $183.1 $4.13 Million - $4.5 Million	-24,551 Reduced 20.65%	94,325 $16.8 Million
Q1 2018 May 15, 2018	BUY	$169.12 - $192.78 $3.94 Million - $4.5 Million	23,322 Added 24.41%	118,876 $20.5 Million
Q4 2017 Feb 13, 2018	SELL	$170.03 - $176.73 $634,892 - $659,909	-3,734 Reduced 3.76%	95,554 $16.8 Million
Q3 2017 Nov 14, 2017	SELL	$170.7 - $171.86 $3.58 Million - $3.61 Million	-20,989 Reduced 17.45%	99,288 $17.1 Million
Q2 2017 Aug 14, 2017	BUY	N/A	120,277	120,277 $20 Million

Others Institutions Holding IYH

# of Institutions

547

Shares Held

24.2M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
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United Capital Financial Advisers, LLC Ishares Tr Transaction History