U.S. Capital Wealth Advisors, LLC Ishares Tr 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 stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 4,805 shares of IYJ stock, worth $686,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,805

Previous 4,177 15.03%

Holding current value

$686,970

Previous $609,000 12.64%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$142.48 - $148.68 $89,477 - $93,371	628 Added 15.03%	4,805 $686,000
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

348

Shares Held

6.76M

Call Options Held

Put Options Held

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About ISHARES TR

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