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

Carolinas Wealth Consulting LLC

  • $542 Million
  • Q2 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 2,362 shares of IJJ stock, worth $291,258. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,362
Previous 1,243 90.02%
Holding current value
$291,258
Previous $147,000 81.63%
% of portfolio
0.05%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
788
Shares Held
42.2M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
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