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

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Aug 14, 2023	BUY	$21.0 - $21.08 $316,260 - $317,464	15,060 New	15,060 $317,000
Q1 2023 May 15, 2023	BUY	$21.0 - $21.08 $49,077 - $49,263	2,337 Added 18.37%	15,060 $317,000
Q4 2022 Feb 14, 2023	SELL	$20.86 - $20.99 $124,638 - $125,415	-5,975 Reduced 31.96%	12,723 $266,000
Q3 2022 Nov 14, 2022	SELL	$20.86 - $21.0 $12,036 - $12,117	-577 Reduced 2.99%	18,698 $390,000
Q2 2022 Aug 11, 2022	SELL	$20.9 - $21.1 $349,030 - $352,370	-16,700 Reduced 46.42%	19,275 $404,000
Q1 2022 May 16, 2022	SELL	$21.05 - $21.46 $52,625 - $53,650	-2,500 Reduced 6.5%	35,975 $759,000
Q4 2021 Feb 14, 2022	SELL	$21.45 - $21.68 $134,062 - $135,500	-6,250 Reduced 13.97%	38,475 $826,000
Q3 2021 Nov 15, 2021	SELL	$21.67 - $21.74 $37,965 - $38,088	-1,752 Reduced 3.77%	44,725 $969,000
Q2 2021 Aug 13, 2021	BUY	$21.71 - $21.79 $8,684 - $8,716	400 Added 0.87%	46,477 $1.01 Million
Q1 2021 May 14, 2021	SELL	$21.73 - $21.89 $154,565 - $155,703	-7,113 Reduced 13.37%	46,077 $1 Million
Q4 2020 Feb 17, 2021	BUY	$21.81 - $21.9 $722,565 - $725,547	33,130 Added 165.15%	53,190 $1.17 Million
Q3 2020 Nov 13, 2020	BUY	$21.78 - $21.92 $25,047 - $25,208	1,150 Added 6.08%	20,060 $437,000
Q2 2020 Aug 13, 2020	SELL	$20.47 - $21.83 $112,585 - $120,064	-5,500 Reduced 22.53%	18,910 $411,000
Q1 2020 May 15, 2020	SELL	$18.29 - $21.72 $18,180 - $21,589	-994 Reduced 3.91%	24,410 $506,000
Q4 2019 Feb 14, 2020	SELL	$21.23 - $21.39 $30,910 - $31,143	-1,456 Reduced 5.42%	25,404 $541,000
Q3 2019 Nov 14, 2019	BUY	$21.08 - $21.4 $20,911 - $21,228	992 Added 3.83%	26,860 $572,000
Q2 2019 Aug 13, 2019	BUY	$20.72 - $21.2 $56,316 - $57,621	2,718 Added 11.74%	25,868 $547,000
Q1 2019 May 14, 2019	SELL	$20.15 - $20.85 $30,224 - $31,275	-1,500 Reduced 6.09%	23,150 $482,000
Q4 2018 Feb 14, 2019	SELL	$20.0 - $20.22 $36,000 - $36,396	-1,800 Reduced 6.81%	24,650 $497,000
Q2 2018 Aug 14, 2018	BUY	$20.06 - $20.37 $530,587 - $538,786	26,450 New	26,450 $534,000

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