Carolinas Wealth Consulting LLC Ishares Trust Ishares 1 5 Year Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,477 shares of IGSB stock, worth $77,040. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,477
Previous 1,533 3.65%
Holding current value
$77,040
Previous $80,000 5.0%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
SELL
$51.54 - $52.55 $2,886 - $2,942
-56 Reduced 3.65%
1,477 $76,000
Q2 2024

Aug 12, 2024
SELL
$50.64 - $51.3 $2,329 - $2,359
-46 Reduced 2.91%
1,533 $78,000
Q1 2024

May 14, 2024
BUY
$50.95 - $51.48 $55,127 - $55,701
1,082 Added 217.71%
1,579 $80,000
Q3 2023

Nov 14, 2023
SELL
$49.74 - $50.37 $1.26 Million - $1.28 Million
-25,325 Reduced 98.08%
497 $24,000
Q2 2023

Aug 14, 2023
SELL
$50.02 - $50.76 $51,820 - $52,587
-1,036 Reduced 3.86%
25,822 $1.3 Million
Q1 2023

May 15, 2023
SELL
$49.56 - $50.75 $1,239 - $1,268
-25 Reduced 0.09%
26,858 $1.36 Million
Q4 2022

Feb 14, 2023
BUY
$48.63 - $50.19 $634,718 - $655,079
13,052 Added 94.37%
26,883 $1.34 Million
Q3 2022

Nov 14, 2022
BUY
$49.08 - $51.27 $295,461 - $308,645
6,020 Added 77.07%
13,831 $682,000
Q2 2022

Aug 16, 2022
BUY
$49.84 - $51.62 $389,300 - $403,203
7,811 New
7,811 $395,000
Q4 2021

Feb 14, 2022
SELL
$53.82 - $54.66 $24,649 - $25,034
-458 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$54.6 - $54.92 $109 - $109
2 Added 0.44%
458 $25,000
Q2 2021

Aug 17, 2021
BUY
$54.57 - $54.92 $24,883 - $25,043
456 New
456 $25,000

Others Institutions Holding IGSB

# of Institutions
1,047
Shares Held
325M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting 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 Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email