U.S. Capital Wealth Advisors, LLC Ishares Tr 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 stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 7,404 shares of IHE stock, worth $594,393. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,404

Previous 6,668 11.04%

Holding current value

$594,393

Previous $437,000 22.88%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$65.74 - $72.56 $48,384 - $53,404	736 Added 11.04%	7,404 $537,000
Q2 2025 Jul 14, 2025	BUY	$61.0 - $68.22 $79,056 - $88,413	1,296 Added 24.13%	6,668 $437,000
Q4 2024 Jan 24, 2025	SELL	$65.15 - $71.86 $36,940 - $40,744	-567 Reduced 9.55%	5,372 $353,000
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

161

Shares Held

4.69M

Call Options Held

Put Options Held

4.2K

View Full List

About ISHARES TR

Ticker IHE
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Industry ETFs

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