United Capital Financial Advisers, LLC Ishares Morningstar U.S. Equit Transaction History

United Capital Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$50.32 - $63.49 $178,736 - $225,516	-3,552 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$60.03 - $64.12 $19,449 - $20,774	-324 Reduced 8.36%	3,552 $216,000
Q2 2021 Aug 13, 2021	BUY	$56.68 - $60.74 $164,768 - $176,571	2,907 Added 300.0%	3,876 $235,000
Q4 2020 Feb 17, 2021	BUY	$46.96 - $54.2 $45,504 - $52,519	969 New	969 $210,000
Q1 2020 May 15, 2020	SELL	$31.37 - $48.49 $38,679 - $59,788	-1,233 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$40.83 - $46.21 $653 - $739	-16 Reduced 1.28%	1,233 $227,000
Q3 2019 Feb 14, 2020	BUY	$41.69 - $42.7 $52,070 - $53,332	1,249 New	1,249 $210,000

178

5.61M

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