UNITED CAPITAL FINANCIAL ADVISERS, LLC – iShares 3-7 Year Treasury Bond ETF Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$24.00M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-4.24%
quarter
iShares 3-7 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.11% | -13.67K shares | -2.69M | $114.28 | 210.03K |
| Q2 2022 | share | Increase | 0.00% | 223.71K shares | 26.69M | $119.34 | 223.71K |
| Q1 2022 | share | Decrease | -100.00% | -2.91K shares | -375K | $122.05 | 0 |
| Q4 2021 | share | Decrease | -8.39% | -267 shares | -39K | $128.71 | 2.91K |
| Q3 2021 | share | Increase | +3.51% | 108 shares | 12K | $129.94 | 3.18K |
| Q2 2021 | share | Increase | +18.76% | 486 shares | 66K | $130.07 | 3.07K |
| Q1 2021 | share | Decrease | -75.33% | -7.90K shares | -1.06M | $129.2 | 2.59K |
| Q4 2020 | share | Decrease | -54.31% | -12.47K shares | -1.67M | $132.11 | 10.49K |
| Q3 2020 | share | Decrease | -52.06% | -24.95K shares | -3.33M | $132.35 | 22.97K |
| Q2 2020 | share | Increase | +13.52% | 5.70K shares | 777K | $132.1 | 47.92K |
| Q1 2020 | share | Increase | +100.25% | 21.13K shares | 2.97M | $131.37 | 42.21K |
| Q4 2019 | share | Decrease | -38.03% | -12.93K shares | -1.66M | $123.53 | 21.08K |
| Q3 2019 | share | Decrease | -15.89% | -6.42K shares | -772K | $123.82 | 34.01K |
| Q2 2019 | share | Decrease | -74.23% | -116.49K shares | -14.24M | $122.18 | 40.44K |
| Q1 2019 | share | Decrease | -38.69% | -99.03K shares | -11.74M | $119.03 | 156.93K |
| Q4 2018 | share | Increase | +82.94% | 116.05K shares | 14.41M | $116.86 | 255.97K |
| Q3 2018 | share | Increase | +1935.19% | 133.04K shares | 15.83M | $113.8 | 139.91K |
| Q2 2018 | share | Decrease | -88.91% | -55.11K shares | -6.65M | $114.11 | 6.87K |
| Q1 2018 | share | Increase | +1200.31% | 57.21K shares | 6.89M | $114.15 | 61.98K |
| Q4 2017 | share | Decrease | -27.33% | -1.79K shares | -228K | $115.29 | 4.76K |
| Q3 2017 | share | Decrease | -98.00% | -321.15K shares | -39.68M | $115.94 | 6.56K |
| Q2 2017 | share | Increase | +275.24% | 240.38K shares | 29.74M | $115.56 | 327.71K |
| Q1 2017 | share | Decrease | -0.58% | -510 shares | -15K | $114.66 | 87.33K |
| Q4 2016 | share | Increase | +59.63% | 32.81K shares | 3.79M | $113.9 | 87.84K |
| Q3 2016 | share | Increase | +484.24% | 45.61K shares | 5.76M | $117.16 | 55.03K |
| Q2 2016 | share | Decrease | -62.50% | -15.69K shares | -1.96M | $117.53 | 9.41K |
| Q1 2016 | share | Increase | +140.89% | 14.68K shares | 1.88M | $115.85 | 25.11K |