U.S. Capital Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$96.86 - $99.23 $30,801 - $31,555	318 Added 8.71%	3,967 $393,000
Q4 2022 Feb 03, 2023	SELL	$96.57 - $98.11 $1.37 Million - $1.39 Million	-14,214 Reduced 79.57%	3,649 $353,000
Q3 2022 Nov 01, 2022	SELL	$96.11 - $102.85 $1.77 Million - $1.9 Million	-18,446 Reduced 50.8%	17,863 $1.72 Million
Q2 2022 Aug 12, 2022	SELL	$101.26 - $104.65 $1.08 Million - $1.11 Million	-10,629 Reduced 22.64%	36,309 $3.68 Million
Q1 2022 May 12, 2022	BUY	$103.82 - $106.76 $2.98 Million - $3.06 Million	28,687 Added 157.18%	46,938 $4.93 Million
Q4 2021 Jan 21, 2022	BUY	$105.21 - $107.0 $321,942 - $327,420	3,060 Added 20.14%	18,251 $1.93 Million
Q3 2021 Nov 01, 2021	BUY	$105.49 - $107.1 $1.6 Million - $1.63 Million	15,191 New	15,191 $1.61 Million

Others Institutions Holding STIP

# of Institutions

670

Shares Held

58.5M

Call Options Held

33.5K

Put Options Held

0

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