Carolinas Wealth Consulting LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,499 shares of USIG stock, worth $75,414. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,499

Previous 1,477 1.49%

Holding current value

$75,414

Previous $77,000 2.6%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$50.14 - $52.56 $1,103 - $1,156	22 Added 1.49%	1,499 $75,000
Q3 2024 Nov 12, 2024	BUY	$49.82 - $52.8 $846 - $897	17 Added 1.16%	1,477 $77,000
Q2 2024 Aug 12, 2024	BUY	$49.21 - $50.7 $71,846 - $74,022	1,460 New	1,460 $73,000
Q2 2023 Aug 14, 2023	BUY	$49.44 - $51.04 $1,087 - $1,122	22 Added 0.98%	2,264 $113,000
Q1 2023 May 15, 2023	BUY	$49.01 - $51.53 $637 - $669	13 Added 0.58%	2,242 $113,000
Q4 2022 Feb 14, 2023	BUY	$46.74 - $50.68 $1,215 - $1,317	26 Added 1.18%	2,229 $109,000
Q3 2022 Nov 14, 2022	BUY	$47.75 - $52.55 $105,193 - $115,767	2,203 New	2,203 $106,000
Q1 2022 May 17, 2022	SELL	$54.36 - $59.32 $37,943 - $41,405	-698 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$59.32 - $60.73 $41,405 - $42,389	698 New	698 $42,000

Others Institutions Holding USIG

# of Institutions

457

Shares Held

177M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Carolinas Wealth Consulting LLC Ishares Tr Broad Usd Inbd Etfv Transaction History