Carolinas Wealth Consulting LLC Ishares S&P Midcap 400 Value E Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,321 shares of IJJ stock, worth $296,739. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,321
Previous 2,362 1.74%
Holding current value
$296,739
Previous $267,000 7.12%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$111.9 - $124.28 $4,587 - $5,095
-41 Reduced 1.74%
2,321 $286,000
Q2 2024

Aug 12, 2024
BUY
$109.44 - $118.4 $122,463 - $132,489
1,119 Added 90.02%
2,362 $267,000
Q1 2024

May 14, 2024
BUY
$109.27 - $118.29 $135,057 - $146,206
1,236 Added 17657.14%
1,243 $147,000
Q4 2023

Feb 13, 2024
BUY
$93.05 - $115.17 $651 - $806
7 New
7 $0
Q3 2021

Nov 15, 2021
SELL
$99.84 - $108.44 $798 - $867
-8 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
$68.27 - $86.35 $1,911 - $2,417
-28 Reduced 77.78%
8 $1,000
Q2 2020

Aug 13, 2020
BUY
$50.55 - $75.5 $1,819 - $2,718
36 New
36 $5,000

Others Institutions Holding IJJ

# of Institutions
887
Shares Held
42.9M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
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More about IJJ
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