News + Filings Holdings
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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> IEI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IEI | 124,127 | -84,348 | 14,306,844,000 | -9,644,905,000 | $115,259.73 |
| 12/31/2022 | iSHARES TRUST | IEI | 208,475 | -1,558 | 23,951,749,000 | 23,927,746,000 | $114,890.27 |
| 09/30/2022 | iSHARES TRUST | IEI | 210,033 | -13,678 | 24,003,000 | -2,695,000 | $114.28 |
| 06/30/2022 | iSHARES TRUST | IEI | 223,711 | 223,711 | 26,698,000 | 26,698,000 | $119.34 |
| 03/31/2022 | iSHARES TRUST | IEI | 0 | -2,917 | 0 | -375,000 | |
| 12/31/2021 | iSHARES TRUST | IEI | 2,917 | -159 | 375,000 | -27,000 | $128.56 |
| 06/30/2021 | iSHARES TRUST | IEI | 3,076 | 486 | 402,000 | 66,000 | $130.69 |
| 03/31/2021 | iSHARES TRUST | IEI | 2,590 | -7,907 | 336,000 | -1,060,000 | $129.73 |
| 12/31/2020 | iSHARES TRUST | IEI | 10,497 | -12,477 | 1,396,000 | -1,673,000 | $132.99 |
| 09/30/2020 | iSHARES TRUST | IEI | 22,974 | -24,951 | 3,069,000 | -3,337,000 | $133.59 |
| 06/30/2020 | iSHARES TRUST | IEI | 47,925 | 5,706 | 6,406,000 | 777,000 | $133.67 |
| 03/31/2020 | iSHARES TRUST | IEI | 42,219 | 21,136 | 5,629,000 | 2,978,000 | $133.33 |
| 12/31/2019 | iSHARES TRUST | IEI | 21,083 | -12,936 | 2,651,000 | -1,663,000 | $125.74 |
| 09/30/2019 | iSHARES TRUST | IEI | 34,019 | -6,426 | 4,314,000 | -772,000 | $126.81 |
| 06/30/2019 | iSHARES TRUST | IEI | 40,445 | -116,491 | 5,086,000 | -14,249,000 | $125.75 |
| 03/31/2019 | iSHARES TRUST | IEI | 156,936 | -99,038 | 19,335,000 | -11,740,000 | $123.20 |
| 12/31/2018 | iSHARES TRUST | IEI | 255,974 | 116,055 | 31,075,000 | 14,415,000 | $121.40 |
| 09/30/2018 | iSHARES TRUST | IEI | 139,919 | 133,044 | 16,660,000 | 15,835,000 | $119.07 |
| 06/30/2018 | iSHARES TRUST | IEI | 6,875 | -55,111 | 825,000 | -6,652,000 | $120.00 |
| 03/31/2018 | iSHARES TRUST | IEI | 61,986 | 57,219 | 7,477,000 | 6,895,000 | $120.62 |
| 12/31/2017 | iSHARES TRUST | IEI | 4,767 | -1,793 | 582,000 | -228,000 | $122.09 |
| 09/30/2017 | iSHARES TRUST | IEI | 6,560 | -321,156 | 810,000 | -39,686,000 | $123.48 |
| 06/30/2017 | iSHARES TRUST | IEI | 327,716 | 240,381 | 40,496,000 | 29,749,000 | $123.57 |
| 03/31/2017 | iSHARES TRUST | IEI | 87,335 | 87,335 | 10,747,000 | 10,747,000 | $123.05 |
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