Carolinas Wealth Consulting LLC Ishares Russell Mid Cap ETF Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,137 shares of IWR stock, worth $195,193. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,137

Previous 2,129 0.38%

Holding current value

$195,193

Previous $172,000 9.3%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $639 - $705	8 Added 0.38%	2,137 $188,000
Q2 2024 Aug 12, 2024	BUY	$78.66 - $83.59 $393 - $417	5 Added 0.24%	2,129 $172,000
Q1 2024 May 14, 2024	BUY	$75.37 - $84.09 $376 - $420	5 Added 0.24%	2,124 $178,000
Q4 2023 Feb 13, 2024	BUY	$64.84 - $78.27 $518 - $626	8 Added 0.38%	2,119 $164,000
Q3 2023 Nov 14, 2023	BUY	$68.54 - $75.91 $548 - $607	8 Added 0.38%	2,111 $146,000
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $337 - $365	5 Added 0.24%	2,103 $153,000
Q1 2023 May 15, 2023	BUY	$66.27 - $75.04 $463 - $525	7 Added 0.33%	2,098 $146,000
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $129,830 - $150,321	2,091 New	2,091 $141,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Carolinas Wealth Consulting LLC Ishares Russell Mid Cap ETF Transaction History