News + Filings Holdings
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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 2,231,864 | 234,330 | 222,405,240,000 | 33,358,649,000 | $99,650.00 |
| 12/31/2022 | iSHARES TRUST | IJR | 1,997,534 | 102,111 | 189,046,591,000 | 188,881,329,000 | $94,639.99 |
| 09/30/2022 | iSHARES TRUST | IJR | 1,895,423 | 108,234 | 165,262,000 | 108,000 | $87.19 |
| 06/30/2022 | iSHARES TRUST | IJR | 1,787,189 | 172,791 | 165,154,000 | -9,007,000 | $92.41 |
| 03/31/2022 | iSHARES TRUST | IJR | 1,614,398 | 165,679 | 174,161,000 | 8,268,000 | $107.88 |
| 12/31/2021 | iSHARES TRUST | IJR | 1,448,719 | 259,642 | 165,893,000 | 31,551,000 | $114.51 |
| 06/30/2021 | iSHARES TRUST | IJR | 1,189,077 | 141,343 | 134,342,000 | 20,631,000 | $112.98 |
| 03/31/2021 | iSHARES TRUST | IJR | 1,047,734 | 57,663 | 113,711,000 | 22,723,000 | $108.53 |
| 12/31/2020 | iSHARES TRUST | IJR | 990,071 | 120,678 | 90,988,000 | 29,931,000 | $91.90 |
| 09/30/2020 | iSHARES TRUST | IJR | 869,393 | 415,523 | 61,057,000 | 30,062,000 | $70.23 |
| 06/30/2020 | iSHARES TRUST | IJR | 453,870 | -38,044 | 30,995,000 | 3,394,000 | $68.29 |
| 03/31/2020 | iSHARES TRUST | IJR | 491,914 | 4,590 | 27,601,000 | -13,261,000 | $56.11 |
| 12/31/2019 | iSHARES TRUST | IJR | 487,324 | 43,877 | 40,862,000 | 6,344,000 | $83.85 |
| 09/30/2019 | iSHARES TRUST | IJR | 443,447 | -58,435 | 34,518,000 | -4,769,000 | $77.84 |
| 06/30/2019 | iSHARES TRUST | IJR | 501,882 | -30,877 | 39,287,000 | -1,815,000 | $78.28 |
| 03/31/2019 | iSHARES TRUST | IJR | 532,759 | 18,706 | 41,102,000 | 5,468,000 | $77.15 |
| 12/31/2018 | iSHARES TRUST | IJR | 514,053 | 29,742 | 35,634,000 | -6,617,000 | $69.32 |
| 09/30/2018 | iSHARES TRUST | IJR | 484,311 | 55,852 | 42,251,000 | 6,492,000 | $87.24 |
| 06/30/2018 | iSHARES TRUST | IJR | 428,459 | -2,906 | 35,759,000 | 2,540,000 | $83.46 |
| 03/31/2018 | iSHARES TRUST | IJR | 431,365 | 17,807 | 33,219,000 | 1,230,000 | $77.01 |
| 12/31/2017 | iSHARES TRUST | IJR | 413,558 | -10,943 | 31,989,000 | 483,000 | $77.35 |
| 09/30/2017 | iSHARES TRUST | IJR | 424,501 | 12,340 | 31,506,000 | 2,609,000 | $74.22 |
| 06/30/2017 | iSHARES TRUST | IJR | 412,161 | -12,801 | 28,897,000 | -493,000 | $70.11 |
| 03/31/2017 | iSHARES TRUST | IJR | 424,962 | 424,962 | 29,390,000 | 29,390,000 | $69.16 |
| 06/30/2013 | iSHARES TRUST | IJR | 0 | -86,898 | 0 | -7,565,000 | |
| 03/31/2013 | iSHARES TRUST | IJR | 86,898 | 13,035 | 7,565,000 | 1,796,000 | $87.06 |
| 12/31/2012 | iSHARES TRUST | IJR | 73,863 | 29,569 | 5,769,000 | 2,355,000 | $78.10 |
| 09/30/2012 | iSHARES TRUST | IJR | 44,294 | -219 | 3,414,000 | 153,000 | $77.08 |
| 06/30/2012 | iSHARES TRUST | IJR | 44,513 | 6,547 | 3,261,000 | 364,000 | $73.26 |
| 03/31/2012 | iSHARES TRUST | IJR | 37,966 | -8,404 | 2,897,000 | -270,000 | $76.31 |
| 12/31/2011 | iSHARES TRUST | IJR | 46,370 | -32 | 3,167,000 | 451,000 | $68.30 |
| 09/30/2011 | iSHARES TRUST | IJR | 46,402 | -12,838 | 2,716,000 | -1,627,000 | $58.53 |
| 06/30/2011 | iSHARES TRUST | IJR | 59,240 | 235 | 4,343,000 | 3,000 | $73.31 |
| 03/31/2011 | iSHARES TRUST | IJR | 59,005 | -7,191 | 4,340,000 | -192,000 | $73.55 |
| 12/31/2010 | iSHARES TRUST | IJR | 66,196 | -90,010 | 4,532,000 | -4,698,000 | $68.46 |
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