Carolinas Wealth Consulting LLC Ishares Barclays 1 3 Year Trea Transaction History

Carolinas Wealth Consulting LLC

  • $535 Million
  • Q1 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 154 shares of SHY stock, worth $12,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares
154
Previous 75 105.33%
Holding current value
$12,615
Previous $6,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
BUY
$81.49 - $82.34 $6,437 - $6,504
79 Added 105.33%
154 $12,000
Q4 2023

Feb 13, 2024
BUY
$80.62 - $82.04 $80 - $82
1 Added 1.35%
75 $6,000
Q3 2023

Nov 14, 2023
SELL
$80.71 - $81.38 $1.98 Million - $2 Million
-24,530 Reduced 99.7%
74 $5,000
Q2 2023

Aug 14, 2023
BUY
$81.05 - $82.41 $34,446 - $35,024
425 Added 1.76%
24,604 $1.99 Million
Q1 2023

May 15, 2023
BUY
$80.51 - $82.52 $268,822 - $275,534
3,339 Added 16.02%
24,179 $1.99 Million
Q4 2022

Feb 14, 2023
BUY
$80.6 - $81.52 $510,278 - $516,103
6,331 Added 43.63%
20,840 $1.69 Million
Q3 2022

Nov 14, 2022
BUY
$81.22 - $83.06 $261,853 - $267,785
3,224 Added 28.57%
14,509 $1.18 Million
Q2 2022

Aug 16, 2022
BUY
$81.97 - $83.48 $871,914 - $887,976
10,637 Added 1641.51%
11,285 $934,000
Q1 2022

May 17, 2022
BUY
$83.25 - $85.49 $53,946 - $55,397
648 New
648 $54,000

Others Institutions Holding SHY

# of Institutions
1,182
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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