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 6,000 shares of IYF stock, worth $742,380. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,000
Previous 7,919 24.23%
Holding current value
$742,380
Previous $958,000 20.77%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$119.89 - $127.16 $230,068 - $244,020
-1,919 Reduced 24.23%
6,000 $759,000
Q2 2025

Jul 14, 2025
SELL
$99.23 - $120.99 $28,082 - $34,240
-283 Reduced 3.45%
7,919 $958,000
Q1 2025

Apr 29, 2025
BUY
$107.69 - $119.37 $65,798 - $72,935
611 Added 8.05%
8,202 $925,000
Q4 2024

Jan 24, 2025
BUY
$102.7 - $119.05 $779,595 - $903,708
7,591 New
7,591 $839,000
Q4 2022

Feb 03, 2023
BUY
$67.64 - $80.38 $9,875 - $11,735
146 New
146 $11,000

Others Institutions Holding IYF

# of Institutions
508
Shares Held
20M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

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