A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 600 shares of IYG stock, worth $47,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
600
Previous 600 -0.0%
Holding current value
$47,394
Previous $39,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$62.27 - $67.11 $28,955 - $31,206
465 Added 344.44%
600 $39,000
Q1 2024

May 14, 2024

SELL
$63.91 - $191.92 $59,116 - $177,526
-925 Reduced 87.26%
135 $8,000
Q4 2022

Feb 14, 2023

BUY
$46.92 - $169.19 $49,735 - $179,341
1,060 New
1,060 $166,000
Q4 2020

Feb 16, 2021

SELL
$39.45 - $50.02 $1,144 - $1,450
-29 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$38.91 - $43.53 $1,128 - $1,262
29 New
29 $4,000
Q2 2020

Aug 13, 2020

SELL
$32.09 - $45.18 $8,247 - $11,611
-257 Closed
0 $0
Q1 2020

May 11, 2020

SELL
$28.97 - $52.03 $984 - $1,769
-34 Reduced 11.68%
257 $26,000
Q4 2019

Feb 14, 2020

BUY
$43.52 - $50.81 $12,664 - $14,785
291 New
291 $43,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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