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

U.S. Capital Wealth Advisors, LLC

$3.48 Billion
Q4 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 69,845 shares of SHV stock, worth $7.7 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

69,845

Previous 56,183 24.32%

Holding current value

$7.7 Million

Previous $6.21 Million 24.1%

% of portfolio

0.22%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$110.15 - $110.49 $1.5 Million - $1.51 Million	13,662 Added 24.32%	69,845 $7.7 Million
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

782

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Account

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