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 48,639 shares of USIG stock, worth $2.5 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
48,639
Previous 21,020 131.39%
Holding current value
$2.5 Million
Previous $1.06 Million 142.37%
% of portfolio
1.51%
Previous 0.69%

Shares

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

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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