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 27,369 shares of IDV stock, worth $1.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,369
Previous 15,366 78.11%
Holding current value
$1.05 Million
Previous $561,000 86.45%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 23, 2026
BUY
$35.91 - $38.56 $431,027 - $462,835
12,003 Added 78.11%
27,369 $1.05 Million
Q3 2025

Oct 09, 2025
BUY
$34.54 - $37.28 $11,052 - $11,929
320 Added 2.13%
15,366 $561,000
Q2 2025

Jul 14, 2025
SELL
$27.79 - $34.84 $7,947 - $9,964
-286 Reduced 1.87%
15,046 $519,000
Q1 2025

Apr 29, 2025
SELL
$27.0 - $31.7 $136,404 - $160,148
-5,052 Reduced 24.78%
15,332 $475,000
Q4 2024

Jan 24, 2025
SELL
$27.03 - $29.92 $75,224 - $83,267
-2,783 Reduced 12.01%
20,384 $558,000
Q3 2024

Oct 22, 2024
SELL
$27.62 - $30.64 $99,514 - $110,395
-3,603 Reduced 13.46%
23,167 $700,000
Q2 2024

Jul 11, 2024
SELL
$26.94 - $30.1 $34,590 - $38,648
-1,284 Reduced 4.58%
26,770 $740,000
Q1 2024

May 10, 2024
SELL
$26.95 - $28.13 $81,847 - $85,430
-3,037 Reduced 9.77%
28,054 $786,000
Q4 2023

Feb 06, 2024
SELL
$24.46 - $28.13 $277,767 - $319,444
-11,356 Reduced 26.75%
31,091 $870,000
Q3 2023

Oct 19, 2023
BUY
$25.3 - $27.59 $124,096 - $135,328
4,905 Added 13.07%
42,447 $1.08 Million
Q2 2023

Aug 04, 2023
BUY
$25.86 - $28.52 $314,664 - $347,031
12,168 Added 47.95%
37,542 $988,000
Q1 2023

May 11, 2023
BUY
$26.54 - $29.5 $374,399 - $416,156
14,107 Added 125.21%
25,374 $697,000
Q4 2022

Feb 03, 2023
BUY
$22.26 - $27.56 $250,803 - $310,518
11,267 New
11,267 $306,000

Others Institutions Holding IDV

# of Institutions
588
Shares Held
91.7M
Call Options Held
13.5K
Put Options Held
39.4K
View Full List

About ISHARES TR

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