Mc Kinley Carter Wealth Services, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 9,025 shares of ESML stock, worth $374,898. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,025
Previous 8,591 5.05%
Holding current value
$374,898
Previous $330,000 14.24%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024
BUY
$38.03 - $42.06 $16,505 - $18,254
434 Added 5.05%
9,025 $377,000
Q2 2024

Aug 09, 2024
SELL
$36.99 - $39.96 $8,877 - $9,590
-240 Reduced 2.72%
8,591 $330,000
Q1 2024

Apr 26, 2024
BUY
$36.33 - $40.27 $25,285 - $28,027
696 Added 8.56%
8,831 $355,000
Q4 2023

Feb 07, 2024
BUY
$30.96 - $38.59 $12,507 - $15,590
404 Added 5.23%
8,135 $309,000
Q3 2023

Oct 13, 2023
BUY
$33.21 - $37.37 $1,295 - $1,457
39 Added 0.51%
7,731 $260,000
Q2 2023

Aug 02, 2023
BUY
$32.46 - $35.52 $52,909 - $57,897
1,630 Added 26.89%
7,692 $273,000
Q1 2023

Apr 24, 2023
SELL
$32.27 - $37.51 $11,939 - $13,878
-370 Reduced 5.75%
6,062 $206,000
Q4 2022

Feb 07, 2023
SELL
$31.03 - $35.26 $9,371 - $10,648
-302 Reduced 4.48%
6,432 $211,000
Q3 2022

Oct 24, 2022
BUY
$30.47 - $36.87 $5,058 - $6,120
166 Added 2.53%
6,734 $207,000
Q2 2022

Jul 15, 2022
BUY
$30.34 - $38.42 $32,342 - $40,955
1,066 Added 19.37%
6,568 $207,000
Q1 2022

Apr 27, 2022
BUY
$35.57 - $40.83 $195,706 - $224,646
5,502 New
5,502 $209,000

Others Institutions Holding ESML

# of Institutions
414
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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