Carolinas Wealth Consulting LLC Ishares Tr Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 155 shares of IYR stock, worth $14,478. This represents 0.0% of its overall portfolio holdings.

Number of Shares
155
Previous 111 39.64%
Holding current value
$14,478
Previous $9,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$86.93 - $103.61 $3,824 - $4,558
44 Added 39.64%
155 $15,000
Q2 2024

Aug 12, 2024
SELL
$81.6 - $89.23 $3,019 - $3,301
-37 Reduced 25.0%
111 $9,000
Q1 2024

May 14, 2024
BUY
$85.32 - $92.22 $12,627 - $13,648
148 New
148 $13,000

Others Institutions Holding IYR

# of Institutions
598
Shares Held
56.3M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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