Mc Kinley Carter Wealth Services, Inc. Ishares Tr 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 Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 840,305 shares of IEFA stock, worth $59.3 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares
840,305
Previous 820,135 2.46%
Holding current value
$59.3 Million
Previous $59.6 Million 10.09%
% of portfolio
4.06%
Previous 3.87%

Shares

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

Oct 15, 2024
BUY
$70.09 - $78.74 $1.41 Million - $1.59 Million
20,170 Added 2.46%
840,305 $65.6 Million
Q2 2024

Aug 09, 2024
BUY
$70.77 - $76.19 $786,537 - $846,775
11,114 Added 1.37%
820,135 $59.6 Million
Q1 2024

Apr 26, 2024
BUY
$68.14 - $74.43 $2.21 Million - $2.41 Million
32,398 Added 4.17%
809,021 $60 Million
Q4 2023

Feb 07, 2024
BUY
$61.3 - $70.47 $376,749 - $433,108
6,146 Added 0.8%
776,623 $54.6 Million
Q3 2023

Oct 13, 2023
BUY
$64.04 - $69.58 $1.17 Million - $1.27 Million
18,273 Added 2.43%
770,477 $49.6 Million
Q2 2023

Aug 02, 2023
BUY
$66.03 - $69.1 $556,368 - $582,236
8,426 Added 1.13%
752,204 $50.8 Million
Q1 2023

Apr 24, 2023
BUY
$62.17 - $67.7 $6.61 Million - $7.2 Million
106,389 Added 16.69%
743,778 $49.7 Million
Q4 2022

Feb 07, 2023
SELL
$52.35 - $63.65 $1.44 Million - $1.75 Million
-27,441 Reduced 4.13%
637,389 $39.3 Million
Q3 2022

Oct 24, 2022
SELL
$52.32 - $63.1 $435,093 - $524,739
-8,316 Reduced 1.24%
664,830 $35 Million
Q2 2022

Jul 15, 2022
BUY
$57.91 - $70.46 $2.13 Million - $2.59 Million
36,795 Added 5.78%
673,146 $39.6 Million
Q1 2022

Apr 27, 2022
BUY
$63.26 - $75.48 $4.78 Million - $5.71 Million
75,628 Added 13.49%
636,351 $44.2 Million
Q4 2021

Feb 07, 2022
BUY
$72.36 - $77.76 $5.21 Million - $5.6 Million
71,971 Added 14.73%
560,723 $41.9 Million
Q3 2021

Nov 03, 2021
BUY
$72.98 - $78.2 $2.55 Million - $2.74 Million
34,994 Added 7.71%
488,752 $36.3 Million
Q2 2021

Aug 12, 2021
BUY
$73.11 - $77.88 $2.71 Million - $2.88 Million
37,035 Added 8.89%
453,758 $34 Million
Q1 2021

Apr 30, 2021
BUY
$68.58 - $73.12 $25.2 Million - $26.9 Million
367,547 Added 747.41%
416,723 $30 Million
Q4 2020

Feb 16, 2021
BUY
$58.13 - $69.71 $2.86 Million - $3.43 Million
49,176 New
49,176 $3.4 Million

Others Institutions Holding IEFA

# of Institutions
2,003
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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