U.S. Capital Wealth Advisors, LLC Ishares Core S&P U.S. Value Et 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 Core S&P U.S. Value Et stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 47,018 shares of IUSV stock, worth $4.66 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
47,018
Previous 2,592
1713.97%
Holding current value
$4.66 Million
Previous $245,000
1817.96%
% of portfolio
0.14%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IUSV
# of Institutions
814Shares Held
183MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio