United Capital Financial Advisers, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

United Capital Financial Advisers, LLC

$12 Billion
Q1 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$21.18 - $21.25 $214,426 - $215,135	-10,124 Reduced 25.43%	29,688 $629,000
Q2 2022 Aug 11, 2022	SELL	$21.16 - $21.27 $488,584 - $491,124	-23,090 Reduced 36.71%	39,812 $844,000
Q1 2022 May 16, 2022	SELL	$21.24 - $21.4 $474,182 - $477,754	-22,325 Reduced 26.19%	62,902 $1.34 Million
Q4 2021 Feb 14, 2022	SELL	$21.37 - $21.54 $645,886 - $651,024	-30,224 Reduced 26.18%	85,227 $1.82 Million
Q3 2021 Nov 15, 2021	SELL	$21.52 - $21.61 $139,987 - $140,573	-6,505 Reduced 5.33%	115,451 $2.49 Million

Q2 2021 Aug 13, 2021	SELL	$21.59 - $21.67 $153,245 - $153,813	-7,098 Reduced 5.5%	121,956 $2.63 Million
Q1 2021 May 14, 2021	SELL	$21.63 - $21.75 $758,628 - $762,837	-35,073 Reduced 21.37%	129,054 $2.79 Million
Q4 2020 Feb 17, 2021	SELL	$21.73 - $21.88 $199,829 - $201,208	-9,196 Reduced 5.31%	164,127 $3.57 Million
Q3 2020 Nov 13, 2020	SELL	$21.8 - $21.91 $151,204 - $151,967	-6,936 Reduced 3.85%	173,323 $3.79 Million
Q2 2020 Aug 13, 2020	BUY	$20.89 - $21.91 $2.09 Million - $2.19 Million	99,855 Added 124.19%	180,259 $3.93 Million
Q1 2020 May 15, 2020	SELL	$19.02 - $21.76 $80,207 - $91,761	-4,217 Reduced 4.98%	80,404 $1.7 Million
Q4 2019 Feb 14, 2020	SELL	$21.44 - $21.59 $116,269 - $117,082	-5,423 Reduced 6.02%	84,621 $1.82 Million
Q3 2019 Nov 14, 2019	BUY	$21.33 - $21.56 $32,485 - $32,835	1,523 Added 1.72%	90,044 $1.94 Million
Q2 2019 Aug 13, 2019	SELL	$21.04 - $21.43 $65,623 - $66,840	-3,119 Reduced 3.4%	88,521 $1.89 Million
Q1 2019 May 14, 2019	BUY	$20.57 - $21.16 $99,147 - $101,991	4,820 Added 5.55%	91,640 $1.94 Million
Q4 2018 Feb 14, 2019	SELL	$20.47 - $20.66 $126,218 - $127,389	-6,166 Reduced 6.63%	86,820 $1.79 Million
Q3 2018 Nov 14, 2018	SELL	$20.6 - $20.76 $32,651 - $32,904	-1,585 Reduced 1.68%	92,986 $1.92 Million
Q2 2018 Aug 14, 2018	BUY	$20.55 - $20.79 $1.94 Million - $1.97 Million	94,571 New	94,571 $1.95 Million

Others Institutions Holding BSCM

# of Institutions

6

Shares Held

246K

Call Options Held

0

Put Options Held

0

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