Capstone Wealth Management Group, LLC Ishares Tr Transaction History

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 2024

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 141,459 shares of SHV stock, worth $15.5 Million. This represents 9.22% of its overall portfolio holdings.

Number of Shares
141,459
Previous 110,156 28.42%
Holding current value
$15.5 Million
Previous $12.2 Million 28.57%
% of portfolio
9.22%
Previous 7.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
725
Shares Held
103M
Call Options Held
3.8K
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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