U.S. Capital Wealth Advisors, LLC Ishares Core S&P Total U.S. St 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 Core S&P Total U.S. St stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,980 shares of ITOT stock, worth $847,302. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,980

Previous 6,130 13.87%

Holding current value

$847,302

Previous $770,000 16.49%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$124.26 - $134.12 $105,621 - $114,002	850 Added 13.87%	6,980 $897,000
Q3 2024 Oct 22, 2024	BUY	$113.41 - $125.62 $695,203 - $770,050	6,130 New	6,130 $770,000
Q4 2023 Feb 06, 2024	BUY	$90.04 - $105.69 $187,373 - $219,940	2,081 New	2,081 $218,000
Q4 2022 Feb 03, 2023	BUY	$79.44 - $90.48 $72,608 - $82,698	914 New	914 $77,000
Q1 2022 May 12, 2022	SELL	$93.09 - $107.63 $2.54 Million - $2.94 Million	-27,327 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$98.24 - $107.61 $2.68 Million - $2.94 Million	27,327 New	27,327 $2.92 Million

Others Institutions Holding ITOT

# of Institutions

1,552

Shares Held

313M

Call Options Held

53K

Put Options Held

29.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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U.S. Capital Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History