U.S. Capital Wealth Advisors, LLC Ishares Tr Transaction History

U.S. Capital Wealth Advisors, LLC

$3.44 Billion
Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 56,183 shares of SHV stock, worth $6.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

56,183

Previous 47,828 17.47%

Holding current value

$6.2 Million

Previous $5.28 Million 17.53%

% of portfolio

0.18%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$110.06 - $110.49 $919,551 - $923,143	8,355 Added 17.47%	56,183 $6.21 Million
Q2 2025 Jul 14, 2025	SELL	$110.06 - $110.46 $733,659 - $736,326	-6,666 Reduced 12.23%	47,828 $5.28 Million
Q1 2025 Apr 29, 2025	BUY	$110.11 - $110.51 $599,769 - $601,947	5,447 Added 11.11%	54,494 $6.02 Million
Q4 2024 Jan 24, 2025	BUY	$109.92 - $110.57 $5.39 Million - $5.42 Million	49,047 New	49,047 $5.4 Million
Q4 2022 Feb 03, 2023	BUY	$109.74 - $110.1 $2.13 Million - $2.13 Million	19,380 Added 182.61%	29,993 $3.3 Million
Q3 2022 Nov 01, 2022	BUY	$109.92 - $110.13 $143,115 - $143,389	1,302 Added 13.98%	10,613 $1.17 Million
Q2 2022 Aug 12, 2022	BUY	$109.96 - $110.28 $1.02 Million - $1.03 Million	9,311 New	9,311 $1.03 Million

Others Institutions Holding SHV

# of Institutions

793

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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U.S. Capital Wealth Advisors, LLC Ishares Tr Transaction History