Carolinas Wealth Consulting LLC Ishares Tr Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 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 2,046 shares of SHV stock, worth $225,346. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,046
Previous 2,073 1.3%
Holding current value
$225,346
Previous $229,000 1.75%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 26, 2025
SELL
$109.92 - $110.57 $2,967 - $2,985
-27 Reduced 1.3%
2,046 $225,000
Q3 2024

Nov 12, 2024
BUY
$110.05 - $110.63 $2,861 - $2,876
26 Added 1.27%
2,073 $229,000
Q2 2024

Aug 12, 2024
BUY
$110.04 - $110.51 $225,251 - $226,213
2,047 New
2,047 $226,000
Q2 2023

Aug 14, 2023
BUY
$110.0 - $110.45 $1,650 - $1,656
15 Added 1.13%
1,348 $148,000
Q1 2023

May 15, 2023
BUY
$109.94 - $110.5 $30,783 - $30,940
280 Added 26.59%
1,333 $147,000
Q4 2022

Feb 14, 2023
BUY
$109.74 - $110.1 $115,556 - $115,935
1,053 New
1,053 $115,000

Others Institutions Holding SHV

# of Institutions
776
Shares Held
94.4M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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