United Capital Financial Advisers, LLC Ishares Global Fin'L ETF Transaction History

United Capital Financial Advisers, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$60.97 - $73.57 $86,943 - $104,910	-1,426 Reduced 27.87%	3,691 $259,000
Q3 2022 Nov 14, 2022	BUY	$61.31 - $71.91 $25,382 - $29,770	414 Added 8.8%	5,117 $314,000
Q2 2022 Aug 11, 2022	SELL	$64.68 - $79.93 $88,805 - $109,743	-1,373 Reduced 22.6%	4,703 $309,000
Q1 2022 May 16, 2022	BUY	$72.45 - $85.55 $27,023 - $31,910	373 Added 6.54%	6,076 $483,000
Q4 2021 Feb 14, 2022	BUY	$77.09 - $83.81 $48,643 - $52,884	631 Added 12.44%	5,703 $457,000
Q3 2021 Nov 15, 2021	BUY	$74.07 - $80.93 $152,880 - $167,039	2,064 Added 68.62%	5,072 $398,000
Q2 2021 Aug 13, 2021	BUY	$74.17 - $81.68 $13,647 - $15,029	184 Added 6.52%	3,008 $233,000
Q1 2021 May 14, 2021	BUY	$63.82 - $74.6 $180,227 - $210,670	2,824 New	2,824 $207,000
Q1 2020 May 15, 2020	SELL	$40.51 - $69.57 $133,034 - $228,467	-3,284 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$61.39 - $69.03 $201,604 - $226,694	3,284 New	3,284 $226,000
Q3 2019 Nov 14, 2019	SELL	$63.04 - $64.87 $258,968 - $266,485	-4,108 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-314 Reduced 7.1%	4,108 $271,000
Q4 2017 Feb 13, 2018	SELL	N/A	-368 Reduced 7.68%	4,422 $309,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,790	4,790 $303,000

123

2.02M

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