U.S. Capital Wealth Advisors, LLC Ishares Tr Russell 1000 ETF 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 Russell 1000 ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 1,659 shares of IWB stock, worth $610,312. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,659
Previous 1,749 5.15%
Holding current value
$610,312
Previous $639,000 4.54%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 23, 2026
SELL
$358.39 - $376.54 $32,255 - $33,888
-90 Reduced 5.15%
1,659 $610,000
Q3 2025

Oct 09, 2025
SELL
$339.37 - $366.46 $29,525 - $31,882
-87 Reduced 4.74%
1,749 $639,000
Q2 2025

Jul 14, 2025
SELL
$272.36 - $339.57 $17,158 - $21,392
-63 Reduced 3.32%
1,836 $623,000
Q1 2025

Apr 29, 2025
BUY
$302.31 - $337.54 $86,158 - $96,198
285 Added 17.66%
1,899 $582,000
Q4 2024

Jan 24, 2025
SELL
$311.11 - $335.64 $9,644 - $10,404
-31 Reduced 1.88%
1,614 $519,000
Q3 2024

Oct 22, 2024
BUY
$283.28 - $314.39 $24,928 - $27,666
88 Added 5.65%
1,645 $517,000
Q1 2024

May 10, 2024
SELL
$257.46 - $288.1 $15,705 - $17,574
-61 Reduced 3.77%
1,557 $448,000
Q4 2023

Feb 06, 2024
SELL
$225.16 - $263.17 $94,342 - $110,268
-419 Reduced 20.57%
1,618 $424,000
Q3 2023

Oct 19, 2023
SELL
$234.05 - $252.17 $109,067 - $117,511
-466 Reduced 18.62%
2,037 $478,000
Q2 2023

Aug 04, 2023
SELL
$221.85 - $243.74 $5,102 - $5,606
-23 Reduced 0.91%
2,503 $610,000
Q1 2023

May 11, 2023
BUY
$208.78 - $230.55 $20,460 - $22,593
98 Added 4.04%
2,526 $568,000
Q4 2022

Feb 03, 2023
SELL
$196.94 - $224.49 $4,726 - $5,387
-24 Reduced 0.98%
2,428 $511,000
Q3 2022

Nov 01, 2022
SELL
$197.33 - $237.63 $10,261 - $12,356
-52 Reduced 2.08%
2,452 $484,000
Q2 2022

Aug 12, 2022
BUY
$201.03 - $253.2 $74,984 - $94,443
373 Added 17.5%
2,504 $520,000
Q1 2022

May 12, 2022
BUY
$230.48 - $266.11 $38,490 - $44,440
167 Added 8.5%
2,131 $533,000
Q4 2021

Jan 21, 2022
BUY
$241.33 - $266.02 $473,972 - $522,463
1,964 New
1,964 $519,000

Others Institutions Holding IWB

# of Institutions
1,632
Shares Held
98.6M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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