Carolinas Wealth Consulting LLC Ishares Russell 2000 ETF Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 16,458 shares of IWM stock, worth $3.67 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
16,458
Previous 16,774 1.88%
Holding current value
$3.67 Million
Previous $3.71 Million 1.86%
% of portfolio
0.65%
Previous 0.64%

Shares

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

Feb 26, 2025
SELL
$216.13 - $242.4 $68,297 - $76,598
-316 Reduced 1.88%
16,458 $3.64 Million
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $59,658 - $66,706
-297 Reduced 1.74%
16,774 $3.71 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $297,166 - $322,747
1,541 Added 9.92%
17,071 $3.46 Million
Q1 2024

May 14, 2024
SELL
$189.48 - $210.3 $25,579 - $28,390
-135 Reduced 0.86%
15,530 $3.27 Million
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $5,515 - $6,963
34 Added 0.22%
15,665 $3.14 Million
Q3 2023

Nov 14, 2023
SELL
$174.36 - $198.71 $573,295 - $653,358
-3,288 Reduced 17.38%
15,631 $2.76 Million
Q2 2023

Aug 14, 2023
SELL
$170.4 - $187.93 $14,654 - $16,161
-86 Reduced 0.45%
18,919 $3.54 Million
Q1 2023

May 15, 2023
SELL
$170.25 - $198.32 $114,748 - $133,667
-674 Reduced 3.42%
19,005 $3.39 Million
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $60,885 - $68,638
365 Added 1.89%
19,679 $3.43 Million
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $98,666 - $120,843
601 Added 3.21%
19,314 $3.19 Million
Q2 2022

Aug 16, 2022
SELL
$163.9 - $207.91 $10,161 - $12,890
-62 Reduced 0.33%
18,713 $3.17 Million
Q1 2022

May 17, 2022
BUY
$191.52 - $225.32 $30,260 - $35,600
158 Added 0.85%
18,775 $3.85 Million
Q4 2021

Feb 14, 2022
SELL
$212.12 - $242.56 $477,906 - $546,487
-2,253 Reduced 10.8%
18,617 $4.14 Million
Q3 2021

Nov 15, 2021
SELL
$211.73 - $231.39 $46,368 - $50,674
-219 Reduced 1.04%
20,870 $4.57 Million
Q2 2021

Aug 17, 2021
SELL
$211.85 - $232.89 $569,452 - $626,008
-2,688 Reduced 11.31%
21,089 $4.84 Million
Q1 2021

May 17, 2021
SELL
$193.5 - $234.42 $184,986 - $224,105
-956 Reduced 3.87%
23,777 $5.25 Million
Q4 2020

Feb 16, 2021
SELL
$152.18 - $199.14 $266,315 - $348,495
-1,750 Reduced 6.61%
24,733 $4.85 Million
Q3 2020

Nov 12, 2020
BUY
$139.07 - $158.46 $109,309 - $124,549
786 Added 3.06%
26,483 $3.97 Million
Q2 2020

Aug 13, 2020
SELL
$104.62 - $153.09 $53,879 - $78,841
-515 Reduced 1.96%
25,697 $3.68 Million
Q1 2020

May 11, 2020
BUY
$99.9 - $169.53 $1.96 Million - $3.32 Million
19,573 Added 294.82%
26,212 $3 Million
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $972,347 - $1.11 Million
6,639 New
6,639 $1.09 Million

Others Institutions Holding IWM

# of Institutions
2,897
Shares Held
314M
Call Options Held
232M
Put Options Held
544M
View Full List

About ISHARES RUSSELL 2000 ETF

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