Carolinas Wealth Consulting LLC Ishares Russell Midcap Value E Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,318 shares of IWS stock, worth $184,612. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,318
Previous 1,318 -0.0%
Holding current value
$184,612
Previous $159,000 9.43%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$112.43 - $125.33 $143,010 - $159,419
1,272 Added 2765.22%
1,318 $165,000
Q4 2023

Feb 13, 2024
SELL
$97.63 - $117.08 $97,825 - $117,314
-1,002 Reduced 95.61%
46 $5,000
Q3 2023

Nov 14, 2023
BUY
$103.48 - $114.68 $620 - $688
6 Added 0.58%
1,048 $109,000
Q2 2023

Aug 14, 2023
BUY
$101.5 - $109.84 $101,094 - $109,400
996 Added 2165.22%
1,042 $114,000
Q4 2019

Feb 14, 2020
BUY
$86.25 - $94.77 $3,967 - $4,359
46 New
46 $4,000

Others Institutions Holding IWS

# of Institutions
940
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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