News + Filings Holdings
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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> HEFA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | HEFA | 10,517,230 | 1,543,184 | 326,034,116,000 | 83,734,877,000 | $31,000.00 |
| 12/31/2022 | iSHARES TRUST | HEFA | 8,974,046 | 329,106 | 242,299,239,000 | 242,040,842,000 | $27,000.00 |
| 09/30/2022 | iSHARES TRUST | HEFA | 8,644,940 | 136,289 | 258,397,000 | -12,348,000 | $29.89 |
| 06/30/2022 | iSHARES TRUST | HEFA | 8,508,651 | 561,293 | 270,745,000 | 1,012,000 | $31.82 |
| 03/31/2022 | iSHARES TRUST | HEFA | 7,947,358 | 771,872 | 269,733,000 | 16,223,000 | $33.94 |
| 12/31/2021 | iSHARES TRUST | HEFA | 7,175,486 | 1,435,290 | 253,510,000 | 54,670,000 | $35.33 |
| 06/30/2021 | iSHARES TRUST | HEFA | 5,740,196 | 866,523 | 198,840,000 | 38,155,000 | $34.64 |
| 03/31/2021 | iSHARES TRUST | HEFA | 4,873,673 | 988,376 | 160,685,000 | 42,300,000 | $32.97 |
| 12/31/2020 | iSHARES TRUST | HEFA | 3,885,297 | 897,005 | 118,385,000 | 36,087,000 | $30.47 |
| 09/30/2020 | iSHARES TRUST | HEFA | 2,988,292 | 2,128,380 | 82,298,000 | 58,564,000 | $27.54 |
| 06/30/2020 | iSHARES TRUST | HEFA | 859,912 | 23,793 | 23,734,000 | 3,492,000 | $27.60 |
| 03/31/2020 | iSHARES TRUST | HEFA | 836,119 | 455,261 | 20,242,000 | 8,622,000 | $24.21 |
| 12/31/2019 | iSHARES TRUST | HEFA | 380,858 | 239,784 | 11,620,000 | 7,396,000 | $30.51 |
| 09/30/2019 | iSHARES TRUST | HEFA | 141,074 | 129,475 | 4,224,000 | 3,878,000 | $29.94 |
| 06/30/2019 | iSHARES TRUST | HEFA | 11,599 | -1,334 | 346,000 | -27,000 | $29.83 |
| 03/31/2019 | iSHARES TRUST | HEFA | 12,933 | -5,482 | 373,000 | -102,000 | $28.84 |
| 12/31/2018 | iSHARES TRUST | HEFA | 18,415 | 5,627 | 475,000 | 92,000 | $25.79 |
| 09/30/2018 | iSHARES TRUST | HEFA | 12,788 | 165 | 383,000 | 9,000 | $29.95 |
| 06/30/2018 | iSHARES TRUST | HEFA | 12,623 | 0 | 374,000 | 11,000 | $29.63 |
| 03/31/2018 | iSHARES TRUST | HEFA | 12,623 | -4,101 | 363,000 | -133,000 | $28.76 |
| 12/31/2017 | iSHARES TRUST | HEFA | 16,724 | -19 | 496,000 | 11,000 | $29.66 |
| 09/30/2017 | iSHARES TRUST | HEFA | 16,743 | -1,066 | 485,000 | -21,000 | $28.97 |
| 06/30/2017 | iSHARES TRUST | HEFA | 17,809 | -84 | 506,000 | 14,000 | $28.41 |
| 03/31/2017 | iSHARES TRUST | HEFA | 17,893 | 17,893 | 492,000 | 492,000 | $27.50 |
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