Carolina Wealth Advisors, LLC Ishares Transaction History

Carolina Wealth Advisors, LLC

  • $221 Million
  • Q3 2025

A detailed history of Carolina Wealth Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 1,409 shares of ICLN stock, worth $23,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,409
Previous 1,671 15.68%
Holding current value
$23,657
Previous $21,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 07, 2025
SELL
$13.22 - $15.48 $3,463 - $4,055
-262 Reduced 15.68%
1,409 $21,000
Q2 2025

Jul 22, 2025
SELL
$10.56 - $13.31 $3,146 - $3,966
-298 Reduced 15.13%
1,671 $21,000
Q1 2025

Apr 24, 2025
BUY
$10.94 - $11.86 $5,480 - $5,941
501 Added 34.13%
1,969 $22,000
Q4 2024

Jan 14, 2025
SELL
$11.35 - $14.51 $317 - $406
-28 Reduced 1.87%
1,468 $16,000
Q2 2024

Jul 12, 2024
SELL
$13.02 - $15.08 $585 - $678
-45 Reduced 2.92%
1,496 $19,000
Q4 2023

Jan 23, 2024
BUY
$12.86 - $15.73 $7,613 - $9,312
592 Added 62.38%
1,541 $23,000
Q3 2023

Oct 17, 2023
BUY
$14.59 - $19.04 $2,392 - $3,122
164 Added 20.89%
949 $13,000
Q1 2023

Apr 14, 2023
SELL
$18.32 - $21.36 $1,099 - $1,281
-60 Reduced 7.1%
785 $15,000
Q4 2022

Jan 10, 2023
BUY
$17.54 - $21.27 $3,455 - $4,190
197 Added 30.4%
845 $17,000
Q3 2022

Oct 14, 2022
BUY
$18.81 - $23.61 $1,880 - $2,361
100 Added 18.25%
648 $12,000
Q2 2022

Jul 19, 2022
SELL
$16.82 - $22.08 $8,258 - $10,841
-491 Reduced 47.26%
548 $10,000
Q4 2021

Jan 24, 2022
BUY
$20.44 - $25.79 $8,830 - $11,141
432 Added 71.17%
1,039 $22,000
Q4 2020

Jan 29, 2021
SELL
$19.08 - $28.29 $267 - $396
-14 Reduced 2.25%
607 $17,000
Q3 2020

Oct 19, 2020
BUY
$12.68 - $18.49 $7,874 - $11,482
621 New
621 $11,000

Others Institutions Holding ICLN

# of Institutions
477
Shares Held
33.2M
Call Options Held
1.79M
Put Options Held
2.62M
View Full List

About ISHARES

ICLN Quotes by TradingView
  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
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