U.S. Capital Wealth Advisors, LLC Ishares Cmbs ETF Transaction History

U.S. Capital Wealth Advisors, LLC

$3.21 Billion
Q2 2025

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 54,023 shares of CMBS stock, worth $2.63 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

54,023

Previous 63,635 15.1%

Holding current value

$2.63 Million

Previous $3.05 Million 13.82%

% of portfolio

0.08%

Previous 0.1%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

101

Shares Held

6.34M

Call Options Held

Put Options Held

4.9K

View Full List

About ISHARES CMBS ETF

Ticker CMBS
Sector ETFs
Industry ETFs

More about CMBS

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U.S. Capital Wealth Advisors, LLC Ishares Cmbs ETF Transaction History