U.S. Capital Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 17,052 shares of IWV stock, worth $6.45 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
17,052
Previous 8,445 101.92%
Holding current value
$6.45 Million
Previous $2.96 Million 117.98%
% of portfolio
0.19%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$351.04 - $379.81 $3.02 Million - $3.27 Million
8,607 Added 101.92%
17,052 $6.46 Million
Q2 2025

Jul 14, 2025
SELL
$281.67 - $351.0 $225,054 - $280,449
-799 Reduced 8.64%
8,445 $2.96 Million
Q1 2025

Apr 29, 2025
SELL
$313.1 - $349.83 $28,179 - $31,484
-90 Reduced 0.96%
9,244 $2.94 Million
Q4 2024

Jan 24, 2025
BUY
$323.08 - $349.08 $175,109 - $189,201
542 Added 6.16%
9,334 $3.12 Million
Q3 2024

Oct 22, 2024
SELL
$294.75 - $326.73 $108,173 - $119,909
-367 Reduced 4.01%
8,792 $2.87 Million
Q2 2024

Jul 11, 2024
BUY
$283.16 - $309.9 $63,427 - $69,417
224 Added 2.51%
9,159 $2.83 Million
Q1 2024

May 10, 2024
BUY
$268.36 - $300.08 $663,922 - $742,397
2,474 Added 38.29%
8,935 $2.68 Million
Q4 2023

Feb 06, 2024
BUY
$234.36 - $274.87 $208,111 - $244,084
888 Added 15.93%
6,461 $1.77 Million
Q3 2023

Oct 19, 2023
SELL
$243.9 - $263.56 $7,073 - $7,643
-29 Reduced 0.52%
5,573 $1.37 Million
Q2 2023

Aug 04, 2023
BUY
$231.57 - $254.48 $606,250 - $666,228
2,618 Added 87.73%
5,602 $1.43 Million
Q1 2023

May 11, 2023
BUY
$218.83 - $242.18 $264,346 - $292,553
1,208 Added 68.02%
2,984 $702,000
Q4 2022

Feb 03, 2023
BUY
$206.89 - $235.47 $367,436 - $418,194
1,776 New
1,776 $391,000

Others Institutions Holding IWV

# of Institutions
930
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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