Mc Kinley Carter Wealth Services, Inc. Ishares S&P Small Cap 600 Grow 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 S&P Small Cap 600 Grow stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 11,893 shares of IJT stock, worth $1.41 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,893

Previous 12,095 1.67%

Holding current value

$1.41 Million

Previous $1.64 Million 10.32%

% of portfolio

0.09%

Previous 0.1%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$121.0 - $142.28 $24,442 - $28,740	-202 Reduced 1.67%	11,893 $1.47 Million
Q4 2024 Jan 22, 2025	BUY	$134.53 - $150.65 $22,870 - $25,610	170 Added 1.43%	12,095 $1.64 Million
Q3 2024 Oct 15, 2024	SELL	$127.29 - $141.5 $90,503 - $100,606	-711 Reduced 5.63%	11,925 $1.66 Million
Q2 2024 Aug 09, 2024	SELL	$121.57 - $132.2 $26,623 - $28,951	-219 Reduced 1.7%	12,636 $1.62 Million
Q1 2024 Apr 26, 2024	SELL	$119.97 - $130.73 $104,373 - $113,735	-870 Reduced 6.34%	12,855 $1.68 Million
Q4 2023 Feb 07, 2024	SELL	$103.08 - $127.26 $255,947 - $315,986	-2,483 Reduced 15.32%	13,725 $1.72 Million
Q3 2023 Oct 13, 2023	SELL	$108.37 - $120.85 $116,172 - $129,551	-1,072 Reduced 6.2%	16,208 $1.78 Million
Q2 2023 Aug 02, 2023	SELL	$104.35 - $114.93 $102,680 - $113,091	-984 Reduced 5.39%	17,280 $1.99 Million
Q1 2023 Apr 24, 2023	SELL	$105.46 - $120.16 $51,359 - $58,517	-487 Reduced 2.6%	18,264 $2.01 Million
Q4 2022 Feb 07, 2023	SELL	$102.93 - $117.14 $196,802 - $223,971	-1,912 Reduced 9.25%	18,751 $2.03 Million
Q3 2022 Oct 24, 2022	SELL	$100.74 - $123.41 $281,870 - $345,301	-2,798 Reduced 11.93%	20,663 $2.1 Million
Q2 2022 Jul 15, 2022	SELL	$101.11 - $126.58 $418,696 - $524,167	-4,141 Reduced 15.0%	23,461 $2.47 Million
Q1 2022 Apr 27, 2022	SELL	$119.16 - $140.17 $504,761 - $593,760	-4,236 Reduced 13.3%	27,602 $3.45 Million
Q4 2021 Feb 07, 2022	SELL	$130.52 - $143.62 $576,767 - $634,656	-4,419 Reduced 12.19%	31,838 $4.42 Million
Q3 2021 Nov 03, 2021	SELL	$125.08 - $136.86 $224,893 - $246,074	-1,798 Reduced 4.72%	36,257 $4.72 Million
Q2 2021 Aug 12, 2021	SELL	$122.71 - $133.56 $853,325 - $928,776	-6,954 Reduced 15.45%	38,055 $5.05 Million
Q1 2021 Apr 30, 2021	SELL	$113.22 - $134.41 $307,052 - $364,519	-2,712 Reduced 5.68%	45,009 $5.77 Million
Q4 2020 Feb 16, 2021	BUY	$89.39 - $115.31 $4.08 Million - $5.26 Million	45,615 Added 2165.95%	47,721 $5.45 Million
Q4 2020 Feb 12, 2021	BUY	$89.39 - $115.31 $188,255 - $242,842	2,106 New	2,106 $240,000
Q1 2020 May 01, 2020	SELL	$59.73 - $99.87 $186,238 - $311,394	-3,118 Closed	0 $0
Q4 2019 Jan 23, 2020	SELL	$86.46 - $97.01 $8,646 - $9,701	-100 Reduced 3.11%	3,118 $603,000
Q3 2019 Nov 14, 2019	SELL	$86.64 - $92.93 $94,957 - $101,851	-1,096 Reduced 25.41%	3,218 $574,000
Q3 2018 Nov 06, 2018	BUY	$95.58 - $104.54 $95 - $104	1 Added 0.02%	4,314 $870,000
Q2 2018 Dec 07, 2018	BUY	$85.01 - $98.03 $61,292 - $70,679	721 Added 20.07%	4,313 $815,000
Q1 2018 May 17, 2018	BUY	$81.75 - $90.37 $93,358 - $103,202	1,142 Added 46.61%	3,592 $625,000
Q4 2017 Jan 31, 2018	BUY	$81.18 - $86.18 $23,542 - $24,992	290 Added 13.43%	2,450 $417,000
Q2 2017 Aug 08, 2017	BUY	N/A	2,160	2,160 $337,000

Others Institutions Holding IJT

# of Institutions

809

Shares Held

28M

Call Options Held

9.9K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

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Mc Kinley Carter Wealth Services, Inc. Ishares S&P Small Cap 600 Grow Transaction History