Carolinas Wealth Consulting LLC Ishares Tr Transaction History

Carolinas Wealth Consulting LLC

  • $542 Million
  • Q2 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 111 shares of IYR stock, worth $10,789. This represents 0.0% of its overall portfolio holdings.

Number of Shares
111
Previous 148 25.0%
Holding current value
$10,789
Previous $13,000 30.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024
SELL
$81.6 - $89.23 $3,019 - $3,301
-37 Reduced 25.0%
111 $9,000
Q1 2024

May 14, 2024
BUY
$85.32 - $92.22 $12,627 - $13,648
148 New
148 $13,000

Others Institutions Holding IYR

# of Institutions
575
Shares Held
31.3M
Call Options Held
6.83M
Put Options Held
5.86M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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