UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IGE — iShares North American Natural Resources ETF
CIK 1463217
IRVING, TX
All Filings in IGE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IGE | $477,274 | 7,583 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IGE | $390,054 | 7,770 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IGE | $367,875 | 7,500 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IGE | $331,875 | 7,500 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IGE | $341,025 | 7,500 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 IGE | $320,475 | 7,500 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 IGE | $330,525 | 7,500 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 IGE | $330,000 | 7,500 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 IGE | $337,425 | 7,500 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 IGE | $305,400 | 7,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 IGE | $311,925 | 7,500 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 IGE | $291,150 | 7,500 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||