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 4,177 shares of IYJ stock, worth $597,185. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,177
Previous 3,979 4.98%
Holding current value
$597,185
Previous $566,000 7.6%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 09, 2025
BUY
$142.42 - $148.18 $28,199 - $29,339
198 Added 4.98%
4,177 $609,000
Q2 2025

Jul 14, 2025
SELL
$115.07 - $142.31 $58,915 - $72,862
-512 Reduced 11.4%
3,979 $566,000
Q1 2025

Apr 29, 2025
SELL
$127.48 - $142.0 $41,048 - $45,724
-322 Reduced 6.69%
4,491 $584,000
Q4 2024

Jan 24, 2025
BUY
$132.97 - $143.93 $639,984 - $692,735
4,813 New
4,813 $642,000
Q4 2022

Feb 03, 2023
BUY
$84.86 - $101.21 $35,301 - $42,103
416 New
416 $40,000

Others Institutions Holding IYJ

# of Institutions
344
Shares Held
6.59M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR

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