Capstone Wealth Management Group, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 25,399 shares of USIG stock, worth $1.28 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
25,399
Previous 48,639 47.78%
Holding current value
$1.28 Million
Previous $2.56 Million 50.06%
% of portfolio
0.69%
Previous 1.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$50.14 - $52.56 $1.17 Million - $1.22 Million
-23,240 Reduced 47.78%
25,399 $1.28 Million
Q3 2024

Oct 15, 2024
BUY
$49.82 - $52.8 $1.38 Million - $1.46 Million
27,619 Added 131.39%
48,639 $2.56 Million
Q2 2024

Aug 09, 2024
BUY
$49.21 - $50.7 $11,465 - $11,813
233 Added 1.12%
21,020 $1.06 Million
Q1 2024

Apr 18, 2024
BUY
$50.05 - $51.32 $7,357 - $7,544
147 Added 0.71%
20,787 $1.06 Million
Q4 2023

Jan 11, 2024
BUY
$46.72 - $51.48 $964,300 - $1.06 Million
20,640 New
20,640 $1.06 Million

Others Institutions Holding USIG

# of Institutions
415
Shares Held
166M
Call Options Held
21.4K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

USIG Quotes by TradingView
  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
Track This Portfolio

Track Capstone Wealth Management Group, LLC Portfolio

Follow Capstone Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email