Mc Kinley Carter Wealth Services, Inc. Ishares Trust Ishares Esg Awar Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 37,372 shares of ESGU stock, worth $4.36 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
37,372
Previous 41,146 9.17%
Holding current value
$4.36 Million
Previous $5.3 Million 14.55%
% of portfolio
0.29%
Previous 0.33%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$120.24 - $134.3 $453,785 - $506,848
-3,774 Reduced 9.17%
37,372 $4.53 Million
Q4 2024

Jan 22, 2025
SELL
$124.61 - $133.96 $49,719 - $53,450
-399 Reduced 0.96%
41,146 $5.3 Million
Q3 2024

Oct 15, 2024
BUY
$113.45 - $126.18 $46,741 - $51,986
412 Added 1.0%
41,545 $5.24 Million
Q2 2024

Aug 09, 2024
SELL
$108.69 - $119.84 $118,472 - $130,625
-1,090 Reduced 2.58%
41,133 $4.91 Million
Q1 2024

Apr 26, 2024
SELL
$102.91 - $114.96 $121,433 - $135,652
-1,180 Reduced 2.72%
42,223 $4.85 Million
Q4 2023

Feb 07, 2024
BUY
$89.99 - $105.25 $550,558 - $643,919
6,118 Added 16.41%
43,403 $4.55 Million
Q3 2023

Oct 13, 2023
SELL
$93.48 - $100.86 $25,707 - $27,736
-275 Reduced 0.73%
37,285 $3.5 Million
Q2 2023

Aug 02, 2023
BUY
$88.97 - $97.46 $321,270 - $351,928
3,611 Added 10.64%
37,560 $3.66 Million
Q1 2023

Apr 24, 2023
BUY
$84.05 - $92.64 $159,863 - $176,201
1,902 Added 5.94%
33,949 $3.07 Million
Q4 2022

Feb 07, 2023
SELL
$79.22 - $90.53 $138,635 - $158,427
-1,750 Reduced 5.18%
32,047 $2.72 Million
Q3 2022

Oct 24, 2022
BUY
$79.41 - $95.97 $69,007 - $83,397
869 Added 2.64%
33,797 $2.68 Million
Q2 2022

Jul 15, 2022
BUY
$81.27 - $102.58 $197,567 - $249,371
2,431 Added 7.97%
32,928 $2.76 Million
Q1 2022

Apr 27, 2022
BUY
$93.13 - $108.44 $324,464 - $377,804
3,484 Added 12.9%
30,497 $3.09 Million
Q4 2021

Feb 07, 2022
BUY
$98.21 - $108.46 $1.39 Million - $1.54 Million
14,201 Added 110.84%
27,013 $2.92 Million
Q3 2021

Nov 03, 2021
BUY
$97.63 - $104.12 $384,076 - $409,608
3,934 Added 44.31%
12,812 $1.26 Million
Q2 2021

Aug 12, 2021
BUY
$91.95 - $98.47 $108,133 - $115,800
1,176 Added 15.27%
8,878 $874,000
Q1 2021

Apr 30, 2021
SELL
$84.89 - $91.26 $1.02 Million - $1.1 Million
-12,069 Reduced 61.04%
7,702 $700,000
Q4 2020

Feb 16, 2021
BUY
$74.43 - $86.03 $1.47 Million - $1.7 Million
19,771 New
19,771 $1.7 Million

Others Institutions Holding ESGU

# of Institutions
858
Shares Held
98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email