U.S. Capital Wealth Advisors, LLC Ishares S&P 500 Value ETF 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 S&P 500 Value ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 5,434 shares of IVE stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,434
Previous 7,232
24.86%
Holding current value
$1.1 Million
Previous $1.41 Million
20.59%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding IVE
# of Institutions
1,710Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.25 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.6 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.86 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.69 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.6 Billion0.55% of portfolio