Carolinas Wealth Consulting LLC Ishares Tr Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$173.7 - $191.47 $1,389 - $1,531	-8 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$171.78 - $186.35 $1,374 - $1,490	8 New	8 $1,000

Others Institutions Holding IHE

# of Institutions

153

Shares Held

5.42M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$233 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.8 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$14.3 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.8 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.55 Million
0.01% of portfolio

About ISHARES TR

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