United Capital Financial Advisers, LLC Ishares Tr Transaction History

United Capital Financial Advisers, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$41.07 - $43.14 $247,159 - $259,616	-6,018 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$37.2 - $40.64 $1,413 - $1,544	-38 Reduced 0.63%	6,018 $245,000
Q4 2020 Feb 17, 2021	SELL	$32.84 - $37.67 $190,504 - $218,523	-5,801 Reduced 48.92%	6,056 $228,000
Q3 2020 Nov 13, 2020	SELL	$30.99 - $34.95 $11,683 - $13,176	-377 Reduced 3.08%	11,857 $394,000
Q2 2020 Aug 13, 2020	SELL	$25.17 - $32.92 $74,301 - $97,179	-2,952 Reduced 19.44%	12,234 $380,000
Q4 2019 Feb 14, 2020	SELL	$30.86 - $34.52 $8,208 - $9,182	-266 Reduced 1.72%	15,186 $524,000
Q3 2019 Nov 14, 2019	SELL	$31.79 - $32.53 $80,524 - $82,398	-2,533 Reduced 14.08%	15,452 $493,000
Q2 2019 Aug 13, 2019	BUY	N/A	1,627 Added 9.95%	17,985 $571,000
Q1 2019 May 14, 2019	BUY	N/A	16,358 New	16,358 $508,000

199

32.7M

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