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

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

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 5,939 shares of IHE stock, worth $395,299. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,939

Previous 3,597 65.11%

Holding current value

$395,299

Previous $238,000 76.05%

% of portfolio

0.02%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$65.61 - $72.86 $153,658 - $170,638	2,342 Added 65.11%	5,939 $419,000
Q1 2024 May 10, 2024	BUY	$66.67 - $208.65 $144,873 - $453,396	2,173 Added 152.6%	3,597 $244,000
Q4 2023 Feb 06, 2024	BUY	$166.63 - $185.76 $37,491 - $41,796	225 Added 18.77%	1,424 $264,000
Q2 2022 Aug 12, 2022	BUY	$178.46 - $201.82 $213,973 - $241,982	1,199 New	1,199 $230,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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