U.S. Capital Wealth Advisors, LLC Ishares S&P Midcap 400 Value E 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 S&P Midcap 400 Value E stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,176 shares of IJJ stock, worth $787,501. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,176
Previous 6,313 2.17%
Holding current value
$787,501
Previous $818,000 3.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 23, 2026
SELL
$125.45 - $131.1 $17,186 - $17,960
-137 Reduced 2.17%
6,176 $787,000
Q3 2025

Oct 09, 2025
SELL
$122.57 - $132.57 $202,363 - $218,873
-1,651 Reduced 20.73%
6,313 $818,000
Q2 2025

Jul 14, 2025
BUY
$103.88 - $123.68 $5,297 - $6,307
51 Added 0.64%
7,964 $984,000
Q1 2025

Apr 29, 2025
SELL
$117.4 - $131.02 $182,322 - $203,474
-1,553 Reduced 16.41%
7,913 $947,000
Q4 2024

Jan 24, 2025
BUY
$121.89 - $135.52 $352,993 - $392,465
2,896 Added 44.08%
9,466 $1.18 Million
Q3 2024

Oct 22, 2024
SELL
$111.9 - $124.28 $117,606 - $130,618
-1,051 Reduced 13.79%
6,570 $812,000
Q2 2024

Jul 11, 2024
SELL
$109.44 - $118.4 $79,015 - $85,484
-722 Reduced 8.65%
7,621 $864,000
Q1 2024

May 10, 2024
SELL
$109.27 - $118.29 $27,645 - $29,927
-253 Reduced 2.94%
8,343 $986,000
Q4 2023

Feb 06, 2024
SELL
$93.05 - $115.17 $13,399 - $16,584
-144 Reduced 1.65%
8,596 $980,000
Q3 2023

Oct 19, 2023
SELL
$99.46 - $111.92 $32,225 - $36,262
-324 Reduced 3.57%
8,740 $882,000
Q2 2023

Aug 04, 2023
BUY
$97.74 - $107.13 $11,826 - $12,962
121 Added 1.35%
9,064 $971,000
Q1 2023

May 11, 2023
BUY
$97.23 - $116.09 $1,069 - $1,276
11 Added 0.12%
8,943 $919,000
Q4 2022

Feb 03, 2023
SELL
$91.7 - $106.74 $8,161 - $9,499
-89 Reduced 0.99%
8,932 $900,000
Q3 2022

Nov 01, 2022
SELL
$90.0 - $107.68 $9,540 - $11,414
-106 Reduced 1.16%
9,021 $812,000
Q1 2022

May 12, 2022
SELL
$102.52 - $112.86 $31,781 - $34,986
-310 Reduced 3.28%
9,127 $1 Million
Q4 2021

Jan 21, 2022
SELL
$103.36 - $113.35 $67,700 - $74,244
-655 Reduced 6.49%
9,437 $1.04 Million
Q3 2021

Nov 01, 2021
BUY
$99.84 - $108.44 $1.01 Million - $1.09 Million
10,092 New
10,092 $1.04 Million

Others Institutions Holding IJJ

# of Institutions
923
Shares Held
41.8M
Call Options Held
4.8K
Put Options Held
2.7K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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