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

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

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 5,372 shares of IHE stock, worth $365,296. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,372
Previous 5,939 9.55%
Holding current value
$365,296
Previous $419,000 15.75%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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