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 49,047 shares of SHV stock, worth $5.42 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
49,047
Holding current value
$5.42 Million
% of portfolio
0.18%

Shares

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

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.