Carolinas Wealth Consulting LLC Ishares Core S&P U.S. Value Et Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,919 shares of IUSV stock, worth $266,854. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,919
Previous 2,312 26.25%
Holding current value
$266,854
Previous $220,000 22.73%
% of portfolio
0.05%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
BUY
$91.94 - $100.02 $55,807 - $60,712
607 Added 26.25%
2,919 $270,000
Q3 2024

Nov 12, 2024
BUY
$87.56 - $95.49 $87 - $95
1 Added 0.04%
2,312 $220,000
Q2 2024

Aug 12, 2024
BUY
$85.39 - $90.42 $13,064 - $13,834
153 Added 7.09%
2,311 $203,000
Q1 2024

May 14, 2024
BUY
$82.87 - $90.44 $82 - $90
1 Added 0.05%
2,158 $195,000
Q4 2023

Feb 13, 2024
SELL
$71.48 - $84.61 $2,644 - $3,130
-37 Reduced 1.69%
2,157 $181,000
Q3 2023

Nov 14, 2023
SELL
$74.38 - $81.04 $374,949 - $408,522
-5,041 Reduced 69.68%
2,194 $163,000
Q2 2023

Aug 14, 2023
SELL
$72.65 - $78.26 $1,598 - $1,721
-22 Reduced 0.3%
7,235 $566,000
Q1 2023

May 15, 2023
SELL
$70.21 - $77.86 $4,142 - $4,593
-59 Reduced 0.81%
7,257 $535,000
Q4 2022

Feb 14, 2023
BUY
$63.23 - $73.93 $165,093 - $193,031
2,611 Added 55.49%
7,316 $516,000
Q3 2022

Nov 14, 2022
BUY
$62.61 - $73.64 $62 - $73
1 Added 0.02%
4,705 $295,000
Q2 2022

Aug 16, 2022
BUY
$64.88 - $77.18 $7,526 - $8,952
116 Added 2.53%
4,704 $315,000
Q1 2022

May 17, 2022
SELL
$71.81 - $77.49 $42,726 - $46,106
-595 Reduced 11.48%
4,588 $348,000
Q4 2021

Feb 14, 2022
BUY
$71.13 - $76.45 $7,895 - $8,485
111 Added 2.19%
5,183 $396,000
Q3 2021

Nov 15, 2021
BUY
$69.93 - $74.13 $69 - $74
1 Added 0.02%
5,072 $359,000
Q3 2020

Nov 12, 2020
SELL
$51.46 - $57.08 $92,628 - $102,744
-1,800 Reduced 26.2%
5,071 $275,000
Q2 2020

Aug 13, 2020
SELL
$44.04 - $57.88 $186,201 - $244,716
-4,228 Reduced 38.09%
6,871 $359,000
Q1 2020

May 11, 2020
BUY
$39.87 - $63.83 $442,517 - $708,449
11,099 New
11,099 $513,000

Others Institutions Holding IUSV

# of Institutions
777
Shares Held
174M
Call Options Held
2.9K
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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