UNITED CAPITAL FINANCIAL ADVISERS, LLC – iShares 7-10 Year Treasury Bond ETF Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$10.28M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-6.17%
quarter
iShares 7-10 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +79.88% | 47.59K shares | 4.19M | $95.99 | 107.18K |
| Q2 2022 | share | Increase | +744.50% | 52.53K shares | 5.33M | $102.3 | 59.58K |
| Q1 2022 | share | Decrease | -4.82% | -357 shares | -95K | $107.47 | 7.05K |
| Q4 2021 | share | Decrease | -22.58% | -2.16K shares | -250K | $115.13 | 7.41K |
| Q3 2021 | share | Increase | +5.49% | 498 shares | 55K | $114.97 | 9.57K |
| Q2 2021 | share | Decrease | -64.00% | -16.13K shares | -1.8M | $115.01 | 9.07K |
| Q1 2021 | share | Decrease | -2.88% | -748 shares | -266K | $112.24 | 25.21K |
| Q4 2020 | share | Decrease | -41.87% | -18.70K shares | -2.32M | $119.07 | 25.96K |
| Q3 2020 | share | Decrease | -52.39% | -49.14K shares | -5.99M | $120.62 | 44.66K |
| Q2 2020 | share | Increase | +3.20% | 2.91K shares | 390K | $120.37 | 93.81K |
| Q1 2020 | share | Increase | +213.93% | 61.94K shares | 7.85M | $119.6 | 90.90K |
| Q4 2019 | share | Decrease | -65.21% | -54.28K shares | -6.17M | $108.24 | 28.95K |
| Q3 2019 | share | Increase | +35.73% | 21.91K shares | 2.61M | $109.8 | 83.23K |
| Q2 2019 | share | Decrease | -35.73% | -34.08K shares | -3.43M | $106.86 | 61.32K |
| Q1 2019 | share | Decrease | -86.81% | -628.21K shares | -65.22M | $102.98 | 95.41K |
| Q4 2018 | share | Increase | +696.46% | 632.77K shares | 66.21M | $100.19 | 723.63K |
| Q3 2018 | share | Decrease | -68.61% | -198.59K shares | -20.48M | $96.47 | 90.85K |
| Q2 2018 | share | Increase | +199.94% | 192.94K shares | 19.71M | $97.18 | 289.45K |
| Q1 2018 | share | Decrease | -55.51% | -120.38K shares | -12.93M | $97.28 | 96.50K |
| Q4 2017 | share | Increase | +14.50% | 27.46K shares | 2.71M | $99.21 | 216.89K |
| Q3 2017 | share | Decrease | -5.74% | -11.53K shares | -1.24M | $99.49 | 189.42K |
| Q2 2017 | share | Increase | +21.36% | 35.37K shares | 3.94M | $99.13 | 200.96K |
| Q1 2017 | share | Decrease | -6.23% | -10.99K shares | -1.02M | $97.73 | 165.59K |
| Q4 2016 | share | Decrease | -16.89% | -35.89K shares | -5.26M | $96.74 | 176.58K |
| Q3 2016 | share | Increase | +132.68% | 121.16K shares | 13.45M | $102.66 | 212.48K |
| Q2 2016 | share | Decrease | -11.88% | -12.31K shares | -1.11M | $103.21 | 91.32K |
| Q1 2016 | share | Increase | +225.13% | 71.76K shares | 8.06M | $100.38 | 103.63K |