U.S. Capital Wealth Advisors, LLC Ishares Tr Genomics Immunology 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 Tr Genomics Immunology stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 23,427 shares of IDNA stock, worth $611,678. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,427
Previous 29,714 21.16%
Holding current value
$611,678
Previous $609,000 9.2%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$20.64 - $23.61 $129,763 - $148,436
-6,287 Reduced 21.16%
23,427 $553,000
Q2 2025

Jul 14, 2025
BUY
$17.92 - $21.5 $81,571 - $97,868
4,552 Added 18.09%
29,714 $609,000
Q1 2025

Apr 29, 2025
BUY
$20.49 - $23.63 $124,025 - $143,032
6,053 Added 31.68%
25,162 $515,000
Q4 2024

Jan 24, 2025
BUY
$22.38 - $25.53 $427,659 - $487,852
19,109 New
19,109 $432,000

Others Institutions Holding IDNA

# of Institutions
60
Shares Held
2.11M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GENOMICS IMMUNOLOGY

IDNA Quotes by TradingView
  • Ticker IDNA
  • Sector ETFs
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