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 6,668 shares of IHE stock, worth $440,488. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,668

Previous 5,372 24.13%

Holding current value

$440,488

Previous $379,000 15.3%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$61.0 - $68.22 $79,056 - $88,413	1,296 Added 24.13%	6,668 $437,000
Q4 2024 Jan 24, 2025	SELL	$65.15 - $71.86 $36,940 - $40,744	-567 Reduced 9.55%	5,372 $353,000
Q3 2024 Oct 22, 2024	BUY	$65.61 - $72.86 $153,658 - $170,638	2,342 Added 65.11%	5,939 $419,000
Q1 2024 May 10, 2024	BUY	$66.67 - $208.65 $144,873 - $453,396	2,173 Added 152.6%	3,597 $244,000
Q4 2023 Feb 06, 2024	BUY	$166.63 - $185.76 $37,491 - $41,796	225 Added 18.77%	1,424 $264,000
Q2 2022 Aug 12, 2022	BUY	$178.46 - $201.82 $213,973 - $241,982	1,199 New	1,199 $230,000

Others Institutions Holding IHE

# of Institutions

151

Shares Held

4.81M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
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Industry ETFs

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