Capstone Wealth Management Group, LLC Ishares Tr Transaction History

Capstone Wealth Management Group, LLC

  • $172 Million
  • Q1 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 109,405 shares of SHV stock, worth $12.1 Million. This represents 7.05% of its overall portfolio holdings.

Number of Shares
109,405
Previous 113,348 3.48%
Holding current value
$12.1 Million
Previous $12.5 Million 3.17%
% of portfolio
7.05%
Previous 6.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$110.11 - $110.51 $434,163 - $435,740
-3,943 Reduced 3.48%
109,405 $12.1 Million
Q4 2024

Jan 14, 2025
SELL
$109.92 - $110.57 $3.09 Million - $3.11 Million
-28,111 Reduced 19.87%
113,348 $12.5 Million
Q3 2024

Oct 15, 2024
BUY
$110.05 - $110.63 $3.44 Million - $3.46 Million
31,303 Added 28.42%
141,459 $15.6 Million
Q2 2024

Aug 09, 2024
BUY
$110.04 - $110.51 $1.95 Million - $1.96 Million
17,721 Added 19.17%
110,156 $12.2 Million
Q1 2024

Apr 18, 2024
BUY
$110.11 - $110.57 $10.2 Million - $10.2 Million
92,435 New
92,435 $10.2 Million

Others Institutions Holding SHV

# of Institutions
803
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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