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

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$23.46 - $23.59 $1.11 Million - $1.12 Million	-47,506 Reduced 6.09%	732,257 $17.2 Million
Q2 2023 Aug 14, 2023	SELL	$23.46 - $23.61 $1.41 Million - $1.42 Million	-60,007 Reduced 7.15%	779,763 $18.3 Million
Q1 2023 Aug 14, 2023	BUY	$23.35 - $23.58 $1.4 Million - $1.41 Million	60,007 Added 7.7%	839,770 $19.8 Million
Q1 2023 May 15, 2023	SELL	$23.35 - $23.58 $16,741 - $16,906	-717 Reduced 0.09%	839,770 $19.8 Million
Q4 2022 Feb 14, 2023	BUY	$23.03 - $23.66 $5.25 Million - $5.39 Million	227,876 Added 37.2%	840,487 $19.6 Million
Q3 2022 Nov 14, 2022	BUY	$22.97 - $23.89 $1.31 Million - $1.36 Million	56,869 Added 10.23%	612,611 $14 Million
Q2 2022 Aug 11, 2022	BUY	$22.94 - $24.59 $713,732 - $765,068	31,113 Added 5.93%	555,742 $12.7 Million
Q1 2022 May 16, 2022	BUY	$24.14 - $25.28 $3.03 Million - $3.18 Million	125,690 Added 31.51%	524,629 $12.9 Million
Q4 2021 Feb 14, 2022	BUY	$25.0 - $25.38 $9.33 Million - $9.47 Million	373,118 Added 1445.02%	398,939 $10.1 Million
Q3 2021 Nov 15, 2021	SELL	$25.26 - $25.5 $77,194 - $77,928	-3,056 Reduced 10.58%	25,821 $654,000
Q2 2021 Aug 13, 2021	SELL	$25.28 - $25.47 $34,886 - $35,148	-1,380 Reduced 4.56%	28,877 $735,000
Q1 2021 May 14, 2021	SELL	$25.11 - $25.49 $58,958 - $59,850	-2,348 Reduced 7.2%	30,257 $766,000
Q4 2020 Feb 17, 2021	BUY	$24.55 - $25.38 $32,553 - $33,653	1,326 Added 4.24%	32,605 $828,000
Q3 2020 Nov 13, 2020	SELL	$24.03 - $24.89 $6.98 Million - $7.23 Million	-290,592 Reduced 90.28%	31,279 $767,000
Q2 2020 Aug 13, 2020	SELL	$21.68 - $24.64 $3.72 Million - $4.23 Million	-171,499 Reduced 34.76%	321,871 $7.72 Million
Q1 2020 May 15, 2020	SELL	$20.2 - $26.3 $474,134 - $617,313	-23,472 Reduced 4.54%	493,370 $11.1 Million
Q4 2019 Feb 14, 2020	SELL	$25.67 - $26.19 $526,337 - $536,999	-20,504 Reduced 3.82%	516,842 $13.5 Million
Q3 2019 Nov 14, 2019	SELL	$25.8 - $26.23 $238,443 - $242,417	-9,242 Reduced 1.69%	537,346 $14 Million
Q2 2019 Aug 13, 2019	BUY	$25.79 - $26.29 $1.14 Million - $1.16 Million	44,014 Added 8.76%	546,588 $14.2 Million
Q1 2019 May 14, 2019	BUY	$24.47 - $26.03 $699,058 - $743,625	28,568 Added 6.03%	502,574 $13.1 Million
Q4 2018 Feb 14, 2019	BUY	$24.23 - $26.28 $269,461 - $292,259	11,121 Added 2.4%	474,006 $11.7 Million
Q3 2018 Nov 14, 2018	BUY	$25.87 - $26.3 $63,536 - $64,592	2,456 Added 0.53%	462,885 $12.1 Million
Q2 2018 Aug 14, 2018	BUY	$25.78 - $26.22 $11.9 Million - $12.1 Million	460,429 New	460,429 $12 Million

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Shares Held

399K

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