U.S. Capital Wealth Advisors, LLC Ishares Tr 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 Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 4,177 shares of IYJ stock, worth $600,067. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,177

Previous 3,979 4.98%

Holding current value

$600,067

Previous $566,000 7.6%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$142.42 - $148.18 $28,199 - $29,339	198 Added 4.98%	4,177 $609,000
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

346

Shares Held

8.1M

Call Options Held

9.2K

Put Options Held

2.8K

View Full List

About ISHARES TR

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