A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,285 shares of IHF stock, worth $495,633. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,285
Previous 9,650 3.78%
Holding current value
$495,633
Previous $505,000 4.95%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$51.37 - $58.67 $18,750 - $21,414
-365 Reduced 3.78%
9,285 $530,000
Q1 2024

May 10, 2024

BUY
$53.16 - $270.62 $410,395 - $2.09 Million
7,720 Added 400.0%
9,650 $526,000
Q4 2023

Feb 06, 2024

SELL
$243.41 - $265.01 $12,413 - $13,515
-51 Reduced 2.57%
1,930 $506,000
Q3 2023

Oct 19, 2023

SELL
$246.1 - $264.99 $14,766 - $15,899
-60 Reduced 2.94%
1,981 $487,000
Q2 2023

Aug 04, 2023

BUY
$242.16 - $263.77 $12,350 - $13,452
51 Added 2.56%
2,041 $522,000
Q1 2023

May 11, 2023

BUY
$241.82 - $268.07 $17,652 - $19,569
73 Added 3.81%
1,990 $491,000
Q2 2022

Aug 12, 2022

BUY
$239.35 - $295.88 $23,456 - $28,996
98 Added 5.39%
1,917 $490,000
Q3 2021

Nov 01, 2021

BUY
$255.78 - $273.21 $465,263 - $496,968
1,819 New
1,819 $465,000

Others Institutions Holding IHF

About ISHARES TR


  • Ticker IHF
  • Sector ETFs
  • Industry ETFs
More about IHF
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.