UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IWV


UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 41.9K shares with a market value of $15.5M. It started holding IWV on 2024-09-30. At its peak, it held 46.6K shares on 2024-09-30. Its highest holding value was $16.8M on 2025-12-31. At its lowest, it held 41.9K shares on 2026-03-31, with a value of $14.2M on 2025-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 903. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 2.6K.


UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IWV