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Ishares Tr fltg rate nt shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr fltg rate nt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fltg rate nt held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fltg rate nt by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.7M 191k 51.06
2023-12-31 $9.1M 179k 50.62
2023-09-30 $7.5M 148k 50.89
2023-06-30 $7.8M 154k 50.82
2023-03-31 $4.8M 95k 50.39
2022-12-31 $4.6M 92k 50.33
2022-09-30 $3.9M 78k 50.28
2022-06-30 $4.8M 96k 49.92
2022-03-31 $6.4M 126k 50.52
2021-12-31 $4.5M 88k 50.73
2021-09-30 $4.0M 80k 50.84
2021-06-30 $3.7M 73k 50.82
2021-03-31 $4.7M 92k 50.79
2020-12-31 $5.7M 113k 50.72
2020-09-30 $6.5M 128k 50.72
2020-06-30 $10M 201k 50.59
2020-03-31 $23M 462k 48.74
2019-12-31 $29M 573k 50.92
2019-09-30 $29M 566k 50.97
2019-06-30 $92M 1.8M 50.93
2019-03-31 $89M 1.7M 50.91
2018-12-31 $58M 1.2M 50.36
2018-09-30 $59M 1.2M 51.02
2018-06-30 $4.7M 93k 51.00
2018-03-31 $4.6M 91k 50.93
2017-12-31 $2.2M 43k 50.83
2017-09-30 $1.8M 36k 50.94
2017-06-30 $1.4M 28k 50.92
2017-03-31 $3.9M 77k 50.87
2016-12-31 $9.4M 185k 50.73
2016-09-30 $12M 242k 50.75
2016-06-30 $24M 472k 51.00
2016-03-31 $12M 231k 50.42
2015-12-31 $13M 257k 50.44
2015-09-30 $12M 240k 50.45
2015-06-30 $11M 222k 50.64
2015-03-31 $9.1M 179k 50.68
2014-12-31 $8.5M 168k 50.54
2014-09-30 $2.3M 44k 50.82

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
BlackRock
Morgan Stanley
Northern Trust
Franklin Resources
LPL Financial
New York Life Investment Management
UBS Group
Pnc Financial Services
Assetmark
Wells Fargo & Company
Glenview Trust
Envestnet Asset Management
Royal Bank of Canada
Ameriprise Financial

View all funds holding Ishares Tr fltg rate nt