A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 8,256 shares of IJK stock, worth $758,231. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,256
Previous 9,330 11.51%
Holding current value
$758,231
Previous $851,000 14.57%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

SELL
$84.85 - $91.12 $91,128 - $97,862
-1,074 Reduced 11.51%
8,256 $727,000
Q1 2024

May 10, 2024

SELL
$76.81 - $91.25 $2.49 Million - $2.96 Million
-32,472 Reduced 77.68%
9,330 $851,000
Q4 2023

Feb 06, 2024

SELL
$67.78 - $80.04 $22,706 - $26,813
-335 Reduced 0.8%
41,802 $3.31 Million
Q3 2023

Oct 19, 2023

BUY
$71.48 - $77.94 $31,165 - $33,981
436 Added 1.05%
42,137 $3.04 Million
Q2 2023

Aug 04, 2023

SELL
$69.13 - $75.0 $23,158 - $25,125
-335 Reduced 0.8%
41,701 $3.13 Million
Q1 2023

May 11, 2023

SELL
$67.77 - $74.78 $4,676 - $5,159
-69 Reduced 0.16%
42,036 $3.01 Million
Q4 2022

Feb 03, 2023

SELL
$63.9 - $72.95 $65,241 - $74,481
-1,021 Reduced 2.37%
42,105 $2.88 Million
Q3 2022

Nov 01, 2022

BUY
$62.35 - $75.79 $2.11 Million - $2.57 Million
33,911 Added 368.0%
43,126 $2.72 Million
Q2 2022

Aug 12, 2022

SELL
$61.85 - $78.06 $61,973 - $78,216
-1,002 Reduced 9.81%
9,215 $587,000
Q1 2022

May 12, 2022

SELL
$72.34 - $85.19 $20,399 - $24,023
-282 Reduced 2.69%
10,217 $789,000
Q4 2021

Jan 21, 2022

SELL
$79.13 - $87.9 $42,176 - $46,850
-533 Reduced 4.83%
10,499 $895,000
Q3 2021

Nov 01, 2021

BUY
$77.71 - $83.6 $857,296 - $922,275
11,032 New
11,032 $874,000

Others Institutions Holding IJK

About ISHARES S&P MIDCAP 400 GROWTH


  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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.