iShares S&P Global Energy Sector shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares S&P Global Energy Sector
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Quarterly reported holdings in iShares S&P Global Energy Sector by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 262k | 42.95 |
| 2023-12-31 | $9.7M | 249k | 39.11 |
| 2022-06-30 | $680k | 20k | 33.87 |
| 2022-03-31 | $726k | 20k | 36.13 |
| 2021-12-31 | $546k | 20k | 27.49 |
| 2021-03-31 | $592k | 24k | 24.65 |
| 2020-12-31 | $488k | 24k | 20.32 |
| 2020-09-30 | $451k | 28k | 16.39 |
| 2019-12-31 | $279k | 9.1k | 30.82 |
| 2019-09-30 | $207k | 6.8k | 30.63 |
| 2016-06-30 | $231k | 7.2k | 31.94 |
| 2016-03-31 | $222k | 7.5k | 29.50 |
| 2015-12-31 | $211k | 7.5k | 28.04 |
| 2015-09-30 | $208k | 7.3k | 28.63 |
| 2015-06-30 | $264k | 7.5k | 34.99 |
| 2015-03-31 | $210k | 5.4k | 38.99 |
| 2014-12-31 | $203k | 5.5k | 37.13 |
| 2013-03-31 | $219k | 5.5k | 40.00 |
| 2012-12-31 | $2.4M | 64k | 38.25 |
| 2012-09-30 | $2.2M | 57k | 39.32 |
| 2012-06-30 | $1.9M | 54k | 36.27 |
| 2010-12-31 | $228k | 5.8k | 39.01 |
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