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

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 78,121 shares of IGV stock, worth $8.04 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

78,121

Holding current value

$8.04 Million

% of portfolio

0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$87.5 - $110.17 $6.84 Million - $8.61 Million	78,121 New	78,121 $7.82 Million
Q4 2022 Feb 03, 2023	BUY	$48.41 - $274.91 $12,780 - $72,576	264 New	264 $67,000
Q2 2022 Aug 12, 2022	SELL	$257.24 - $353.96 $2.13 Million - $2.92 Million	-8,261 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$302.28 - $393.09 $83,126 - $108,099	275 Added 3.44%	8,261 $2.85 Million
Q4 2021 Jan 21, 2022	BUY	$384.52 - $446.52 $31,915 - $37,061	83 Added 1.05%	7,986 $3.18 Million
Q3 2021 Nov 01, 2021	BUY	$386.87 - $428.17 $3.06 Million - $3.38 Million	7,903 New	7,903 $3.15 Million

Others Institutions Holding IGV

# of Institutions

600

Shares Held

51.6M

Call Options Held

1.14M

Put Options Held

1.7M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

More about IGV

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 Software Transaction History