U.S. Capital Wealth Advisors, LLC Ishares Tr Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.07 Billion
  • Q1 2025

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 8,202 shares of IYF stock, worth $906,649. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,202
Previous 7,591 8.05%
Holding current value
$906,649
Previous $839,000 10.25%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$107.69 - $119.37 $65,798 - $72,935
611 Added 8.05%
8,202 $925,000
Q4 2024

Jan 24, 2025
BUY
$102.7 - $119.05 $779,595 - $903,708
7,591 New
7,591 $839,000
Q4 2022

Feb 03, 2023
BUY
$67.64 - $80.38 $9,875 - $11,735
146 New
146 $11,000

Others Institutions Holding IYF

# of Institutions
459
Shares Held
19.1M
Call Options Held
44.4K
Put Options Held
35.3K
View Full List

About ISHARES TR

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