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

U.S. Capital Wealth Advisors, LLC

  • $3.48 Billion
  • Q4 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 6,054 shares of DVY stock, worth $851,434. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,054
Previous 6,069 0.25%
Holding current value
$851,434
Previous $862,000 1.28%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$138.1 - $143.11 $2,071 - $2,146
-15 Reduced 0.25%
6,054 $851,000
Q3 2025

Oct 09, 2025
SELL
$133.88 - $142.57 $39,628 - $42,200
-296 Reduced 4.65%
6,069 $862,000
Q2 2025

Jul 14, 2025
BUY
$118.37 - $134.86 $23,674 - $26,972
200 Added 3.24%
6,365 $845,000
Q1 2025

Apr 29, 2025
BUY
$128.58 - $138.1 $86,148 - $92,527
670 Added 12.19%
6,165 $827,000
Q3 2024

Oct 22, 2024
SELL
$119.99 - $135.74 $839 - $950
-7 Reduced 0.13%
5,495 $742,000
Q2 2024

Jul 11, 2024
SELL
$115.73 - $125.75 $90,269 - $98,085
-780 Reduced 12.42%
5,502 $665,000
Q1 2024

May 10, 2024
BUY
$113.31 - $123.18 $32,519 - $35,352
287 Added 4.79%
6,282 $773,000
Q1 2023

May 11, 2023
BUY
$110.68 - $126.38 $166,020 - $189,570
1,500 Added 33.37%
5,995 $702,000
Q4 2022

Feb 03, 2023
BUY
$107.39 - $125.5 $53,695 - $62,750
500 Added 12.52%
4,495 $542,000
Q3 2021

Nov 01, 2021
BUY
$112.53 - $119.9 $449,557 - $479,000
3,995 New
3,995 $458,000

Others Institutions Holding DVY

# of Institutions
1,491
Shares Held
69.3M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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