Mc Kinley Carter Wealth Services, Inc. Ishares Morningstar Small Cap Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.82 Billion
Q3 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 125,508 shares of ISCG stock, worth $6.7 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

125,508

Holding current value

$6.7 Million

% of portfolio

0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$49.84 - $55.14 $6.26 Million - $6.92 Million	125,508 New	125,508 $6.82 Million
Q1 2023 Apr 24, 2023	BUY	$35.89 - $41.91 $190,863 - $222,877	5,318 New	5,318 $207,000
Q2 2022 Jul 15, 2022	SELL	$33.74 - $44.96 $4,150 - $5,530	-123 Reduced 1.34%	9,025 $319,000
Q1 2022 Apr 27, 2022	SELL	$40.3 - $50.07 $3,626 - $4,506	-90 Reduced 0.97%	9,148 $404,000
Q4 2021 Feb 07, 2022	BUY	$47.43 - $54.51 $58,908 - $67,701	1,242 Added 15.53%	9,238 $459,000

Q3 2021 Nov 03, 2021	SELL	$48.09 - $52.25 $41,357 - $44,935	-860 Reduced 9.71%	7,996 $394,000
Q2 2021 Aug 12, 2021	BUY	$47.38 - $52.6 $349,664 - $388,188	7,380 Added 500.0%	8,856 $459,000
Q1 2021 Apr 30, 2021	BUY	$48.34 - $58.15 $3,867 - $4,652	80 Added 5.73%	1,476 $443,000
Q4 2020 Feb 16, 2021	BUY	$40.02 - $52.33 $55,867 - $73,052	1,396 New	1,396 $424,000

Others Institutions Holding ISCG

# of Institutions

164

Shares Held

8.39M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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Mc Kinley Carter Wealth Services, Inc. Ishares Morningstar Small Cap Transaction History