UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IEF
UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 84.6K shares with a market value of $8.1M. It started holding IEF on 2024-09-30. At its peak, it held 93.4K shares on 2025-06-30. Its highest holding value was $8.9M on 2025-06-30. At its lowest, it held 3.4K shares on 2024-09-30, with a value of $331.0K on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 6.9K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 42.9K.
UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IEF