Carolinas Wealth Consulting LLC Ishares Russell Mid Cap ETF Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,144 shares of IWR stock, worth $191,888. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,144

Previous 2,137 0.33%

Holding current value

$191,888

Previous $188,000 0.53%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$87.25 - $95.52 $610 - $668	7 Added 0.33%	2,144 $189,000
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $639 - $705	8 Added 0.38%	2,137 $188,000
Q2 2024 Aug 12, 2024	BUY	$78.66 - $83.59 $393 - $417	5 Added 0.24%	2,129 $172,000
Q1 2024 May 14, 2024	BUY	$75.37 - $84.09 $376 - $420	5 Added 0.24%	2,124 $178,000
Q4 2023 Feb 13, 2024	BUY	$64.84 - $78.27 $518 - $626	8 Added 0.38%	2,119 $164,000
Q3 2023 Nov 14, 2023	BUY	$68.54 - $75.91 $548 - $607	8 Added 0.38%	2,111 $146,000
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $337 - $365	5 Added 0.24%	2,103 $153,000
Q1 2023 May 15, 2023	BUY	$66.27 - $75.04 $463 - $525	7 Added 0.33%	2,098 $146,000
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $129,830 - $150,321	2,091 New	2,091 $141,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Carolinas Wealth Consulting LLC Ishares Russell Mid Cap ETF Transaction History