UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IEO — iShares U.S. Oil & Gas Exploration & Production ETF
CIK 1463217
IRVING, TX
All Filings in IEO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 IEO | $240,899 | 2,470 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 IEO | $354,353 | 3,816 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 IEO | $280,487 | 3,368 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 IEO | $238,843 | 3,068 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 IEO | $268,727 | 3,187 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 IEO | $218,504 | 3,568 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 IEO | $207,336 | 3,568 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 IEO | $204,446 | 3,568 | Shares | Defined | 2021-08-13 | |
| 2020-06-30 IEO | $317,574 | 9,418 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 IEO | $215,107 | 9,418 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||