U.S. Capital Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 2,379 shares of IGM stock, worth $228,907. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,379

Previous 24,660 90.35%

Holding current value

$228,907

Previous $2.33 Million 90.19%

% of portfolio

0.01%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$84.03 - $98.62 $1.87 Million - $2.2 Million	-22,281 Reduced 90.35%	2,379 $228,000
Q2 2024 Jul 11, 2024	BUY	$80.02 - $95.38 $82,100 - $97,859	1,026 Added 4.34%	24,660 $2.33 Million
Q1 2024 May 10, 2024	BUY	$84.27 - $516.87 $1.66 Million - $10.2 Million	19,716 Added 503.22%	23,634 $2.04 Million
Q4 2023 Feb 06, 2024	BUY	$365.86 - $450.72 $1.43 Million - $1.77 Million	3,918 New	3,918 $1.76 Million
Q4 2022 Feb 03, 2023	BUY	$44.41 - $306.86 $11,724 - $81,011	264 New	264 $73,000

Others Institutions Holding IGM

# of Institutions

409

Shares Held

24.4M

Call Options Held

155K

Put Options Held

27.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Account

U.S. Capital Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History