Carolinas Wealth Consulting LLC Ishares Russell Mid Cap Growth Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 3,080 shares of IWP stock, worth $386,293. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,080

Previous 3,077 0.1%

Holding current value

$386,293

Previous $360,000 8.33%

% of portfolio

0.07%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$116.4 - $138.52 $349 - $415	3 Added 0.1%	3,080 $390,000
Q3 2024 Nov 12, 2024	SELL	$103.87 - $117.59 $5,089 - $5,761	-49 Reduced 1.57%	3,077 $360,000
Q2 2024 Aug 12, 2024	BUY	$105.7 - $113.43 $6,024 - $6,465	57 Added 1.86%	3,126 $344,000
Q1 2024 May 14, 2024	BUY	$100.66 - $114.14 $301 - $342	3 Added 0.1%	3,069 $350,000
Q4 2023 Feb 13, 2024	BUY	$85.66 - $105.12 $342 - $420	4 Added 0.13%	3,066 $320,000
Q3 2023 Nov 14, 2023	BUY	$89.97 - $100.32 $539 - $601	6 Added 0.2%	3,062 $279,000
Q2 2023 Aug 14, 2023	BUY	$87.72 - $96.63 $262,107 - $288,730	2,988 Added 4394.12%	3,056 $295,000
Q4 2020 Feb 16, 2021	BUY	$86.54 - $104.78 $2,942 - $3,562	34 Added 100.0%	68 $7,000
Q4 2019 Feb 14, 2020	BUY	$68.8 - $76.63 $2,339 - $2,605	34 New	34 $5,000

Others Institutions Holding IWP

# of Institutions

1,222

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Carolinas Wealth Consulting LLC Ishares Russell Mid Cap Growth Transaction History