Capstone Wealth Management Group, LLC Ishares Tr Transaction History

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 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 113,348 shares of SHV stock, worth $12.5 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
113,348
Previous 141,459 19.87%
Holding current value
$12.5 Million
Previous $15.6 Million 20.25%
% of portfolio
6.73%
Previous 9.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
732
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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