Carolinas Wealth Consulting LLC Ishares Short Term National Mu Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$103.3 - $105.14 $103 - $105	1 Added 0.41%	245 $25,000
Q4 2022 Feb 14, 2023	BUY	$102.5 - $104.49 $102 - $104	1 Added 0.41%	244 $25,000
Q3 2022 Nov 14, 2022	SELL	$102.59 - $105.4 $47,806 - $49,116	-466 Reduced 65.73%	243 $25,000
Q2 2022 Aug 16, 2022	BUY	$103.31 - $104.87 $103 - $104	1 Added 0.14%	709 $74,000
Q1 2022 May 17, 2022	BUY	$104.46 - $107.34 $104 - $107	1 Added 0.14%	708 $74,000
Q4 2021 Feb 14, 2022	BUY	$107.24 - $107.56 $107 - $107	1 Added 0.14%	707 $76,000
Q3 2021 Nov 15, 2021	BUY	$107.57 - $108.06 $34,960 - $35,119	325 Added 85.3%	706 $76,000
Q2 2021 Aug 17, 2021	BUY	$107.66 - $108.01 $107 - $108	1 Added 0.26%	381 $41,000
Q4 2020 Feb 16, 2021	BUY	$107.6 - $108.11 $15,064 - $15,135	140 Added 58.33%	380 $41,000
Q3 2020 Nov 12, 2020	BUY	$107.69 - $108.53 $107 - $108	1 Added 0.42%	240 $26,000
Q2 2020 Aug 13, 2020	BUY	$105.27 - $107.99 $105 - $107	1 Added 0.42%	239 $26,000
Q1 2020 May 11, 2020	BUY	$97.45 - $107.63 $23,193 - $25,615	238 New	238 $25,000

Others Institutions Holding SUB

# of Institutions

823

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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