UNITED CAPITAL FINANCIAL ADVISERS, LLC iShares Russell 1000 Growth ETF Transaction History

UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:

$31.6M
portfolio value

UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:

-3.80%
quarter

iShares Russell 1000 Growth ETF 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Decrease -5.02% -7.93K shares -2.98M $210.4 150.19K
Q2 2022 share Increase +0.59% 929 shares -9.06M $218.7 158.12K
Q1 2022 share Increase +6.84% 10.06K shares -1.32M $277.63 157.19K
Q4 2021 share Decrease -0.53% -777 shares 4.42M $307.14 147.13K
Q3 2021 share Increase +5.01% 7.06K shares 2.29M $274.04 147.91K
Q2 2021 share Increase +1.29% 1.79K shares 4.44M $271.05 140.85K
Q1 2021 share Increase +1.04% 1.43K shares 610K $242.37 139.05K
Q4 2020 share Increase +3.77% 5.00K shares 4.42M $240.12 137.62K
Q3 2020 share Decrease -4.47% -6.21K shares 2.11M $215.63 132.62K
Q2 2020 share Decrease -13.32% -21.34K shares 2.51M $190.43 138.83K
Q1 2020 share Increase +4.98% 7.59K shares -2.71M $149.17 160.17K
Q4 2019 share Increase +6.11% 8.78K shares 3.88M $173.68 152.58K
Q3 2019 share Decrease -7.42% -11.53K shares -1.48M $157.19 143.80K
Q2 2019 share Increase +6.85% 9.96K shares 2.43M $154.52 155.33K
Q1 2019 share Decrease -12.32% -20.42K shares 299K $148.23 145.37K
Q4 2018 share Increase +18.39% 25.75K shares -140K $127.84 165.79K
Q3 2018 share Decrease -6.21% -9.26K shares 373K $151.86 140.04K
Q2 2018 share Decrease -1.05% -1.58K shares 936K $139.2 149.31K
Q1 2018 share Increase +54.66% 53.33K shares 7.33M $131.73 150.90K
Q4 2017 share Decrease -6.08% -6.31K shares 210K $129.99 97.57K
Q3 2017 share Increase +0.79% 812 shares 724K $120.38 103.88K
Q2 2017 share Decrease -7.35% -8.17K shares -392K $113.82 103.07K
Q1 2017 share Decrease -15.39% -20.23K shares -1.13M $108.83 111.25K
Q4 2016 share Increase +8.53% 10.33K shares 1.17M $100.03 131.48K
Q3 2016 share Decrease -8.38% -11.08K shares -604K $98.93 121.15K
Q2 2016 share Decrease -5.98% -8.41K shares -810K $94.65 132.23K
Q1 2016 share Decrease -14.22% -23.30K shares -2.27M $94.1 140.65K