United Capital Financial Advisers, LLC Ishares Core U.S. Reit ETF Transaction History

United Capital Financial Advisers, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$46.6 - $53.94 $216,130 - $250,173	4,638 New	4,638 $218,000
Q1 2023 Aug 14, 2023	BUY	$46.44 - $56.28 $222,168 - $269,243	4,784 New	4,784 $241,000
Q1 2023 May 15, 2023	BUY	$46.44 - $56.28 $222,168 - $269,243	4,784 New	4,784 $241,000
Q1 2022 May 16, 2022	SELL	$59.52 - $67.43 $200,880 - $227,576	-3,375 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$59.13 - $67.59 $199,563 - $228,116	3,375 New	3,375 $228,000
Q3 2021 Nov 15, 2021	SELL	$58.62 - $63.49 $231,021 - $250,214	-3,941 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$53.47 - $60.43 $210,725 - $238,154	3,941 New	3,941 $230,000
Q1 2021 May 14, 2021	SELL	$46.55 - $53.75 $232,331 - $268,266	-4,991 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$42.35 - $49.02 $211,368 - $244,658	4,991 New	4,991 $242,000
Q1 2020 May 15, 2020	SELL	$32.36 - $58.18 $172,834 - $310,739	-5,341 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$52.69 - $56.7 $64,597 - $69,514	-1,226 Reduced 18.67%	5,341 $292,000
Q3 2019 Feb 14, 2020	BUY	$54.43 - $55.6 $357,441 - $365,125	6,567 New	6,567 $365,000

338

31.8M

1.6K

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