U.S. Capital Wealth Advisors, LLC Ishares Expanded Tech Software 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 Expanded Tech Software stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 77,291 shares of IGV stock, worth $8.3 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
77,291
Previous 74,856 3.25%
Holding current value
$8.3 Million
Previous $8.61 Million 3.54%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Jan 23, 2026
BUY
$106.84 - $117.08 $260,155 - $285,089
2,435 Added 3.25%
77,291 $8.3 Million
Q3 2025

Oct 09, 2025
SELL
$105.96 - $117.79 $45,880 - $51,003
-433 Reduced 0.58%
74,856 $8.61 Million
Q2 2025

Jul 14, 2025
BUY
$80.15 - $109.5 $72,936 - $99,645
910 Added 1.22%
75,289 $8.24 Million
Q1 2025

Apr 29, 2025
SELL
$88.3 - $107.83 $330,418 - $403,499
-3,742 Reduced 4.79%
74,379 $6.62 Million
Q4 2024

Jan 24, 2025
BUY
$87.5 - $110.17 $6.84 Million - $8.61 Million
78,121 New
78,121 $7.82 Million
Q4 2022

Feb 03, 2023
BUY
$48.41 - $274.91 $12,780 - $72,576
264 New
264 $67,000
Q2 2022

Aug 12, 2022
SELL
$257.24 - $353.96 $2.13 Million - $2.92 Million
-8,261 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$302.28 - $393.09 $83,126 - $108,099
275 Added 3.44%
8,261 $2.85 Million
Q4 2021

Jan 21, 2022
BUY
$384.52 - $446.52 $31,915 - $37,061
83 Added 1.05%
7,986 $3.18 Million
Q3 2021

Nov 01, 2021
BUY
$386.87 - $428.17 $3.06 Million - $3.38 Million
7,903 New
7,903 $3.15 Million

Others Institutions Holding IGV

# of Institutions
755
Shares Held
56.2M
Call Options Held
3.07M
Put Options Held
6.16M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

IGV Quotes by TradingView
  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email