A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Cmbs ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 63,579 shares of CMBS stock, worth $3.13 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
63,579
Previous 54,023 17.69%
Holding current value
$3.13 Million
Previous $2.63 Million 18.5%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025

BUY
$48.14 - $49.26 $460,025 - $470,728
9,556 Added 17.69%
63,579 $3.12 Million
Q2 2025

Jul 14, 2025

SELL
$47.54 - $48.72 $456,954 - $468,296
-9,612 Reduced 15.1%
54,023 $2.63 Million
Q1 2025

Apr 29, 2025

BUY
$47.16 - $48.21 $854,397 - $873,420
18,117 Added 39.8%
63,635 $3.05 Million
Q4 2024

Jan 24, 2025

BUY
$47.09 - $48.64 $2.14 Million - $2.21 Million
45,518 New
45,518 $2.15 Million

Others Institutions Holding CMBS

About ISHARES CMBS ETF


  • Ticker CMBS
  • Sector ETFs
  • Industry ETFs
More about CMBS
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