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

U.S. Capital Wealth Advisors, LLC

  • $3.21 Billion
  • Q2 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 3,979 shares of IYJ stock, worth $568,758. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,979
Previous 4,491 11.4%
Holding current value
$568,758
Previous $584,000 3.08%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$115.07 - $142.31 $58,915 - $72,862
-512 Reduced 11.4%
3,979 $566,000
Q1 2025

Apr 29, 2025
SELL
$127.48 - $142.0 $41,048 - $45,724
-322 Reduced 6.69%
4,491 $584,000
Q4 2024

Jan 24, 2025
BUY
$132.97 - $143.93 $639,984 - $692,735
4,813 New
4,813 $642,000
Q4 2022

Feb 03, 2023
BUY
$84.86 - $101.21 $35,301 - $42,103
416 New
416 $40,000

Others Institutions Holding IYJ

# of Institutions
354
Shares Held
7.09M
Call Options Held
10.2K
Put Options Held
15K
View Full List

About ISHARES TR

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