Capital Wealth Alliance, LLC Ishares Tr Transaction History

Capital Wealth Alliance, LLC

$159 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$137.01 - $211.53 $52,885 - $81,650	-386 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$158.57 - $201.6 $61,208 - $77,817	386 New	386 $74,000

Others Institutions Holding IHF

# of Institutions

216

Shares Held

5.39M

Call Options Held

9.6K

Put Options Held

100

Morgan Stanley New York, NY

788K
Shares

$38 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

361K
Shares

$17.4 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

335K
Shares

$16.2 Million
0.8% of portfolio
Lpl Financial LLC Fort Mill, SC

267K
Shares

$12.9 Million
0.01% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

224K
Shares

$10.8 Million
0.25% of portfolio

About ISHARES TR

Ticker IHF
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