Mc Kinley Carter Wealth Services, Inc. Ishares Russell Midcap Value E Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,027 shares of IWS stock, worth $415,788. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,027
Previous 3,162 4.27%
Holding current value
$415,788
Previous $395,000 1.01%
% of portfolio
0.02%
Previous 0.03%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$110.58 - $132.14 $14,928 - $17,838
-135 Reduced 4.27%
3,027 $399,000
Q1 2025

Apr 15, 2025
SELL
$122.59 - $135.24 $6,619 - $7,302
-54 Reduced 1.68%
3,162 $395,000
Q4 2024

Jan 22, 2025
BUY
$128.08 - $140.32 $13,320 - $14,593
104 Added 3.34%
3,216 $415,000
Q3 2024

Oct 15, 2024
SELL
$119.52 - $132.25 $176,172 - $194,936
-1,474 Reduced 32.14%
3,112 $411,000
Q2 2024

Aug 09, 2024
SELL
$117.31 - $125.13 $73,201 - $78,081
-624 Reduced 11.98%
4,586 $553,000
Q1 2024

Apr 26, 2024
BUY
$112.43 - $125.33 $127,720 - $142,374
1,136 Added 27.88%
5,210 $652,000
Q4 2023

Feb 07, 2024
SELL
$97.63 - $117.08 $122,916 - $147,403
-1,259 Reduced 23.61%
4,074 $473,000
Q3 2023

Oct 13, 2023
SELL
$103.48 - $114.68 $54,844 - $60,780
-530 Reduced 9.04%
5,333 $556,000
Q2 2023

Aug 02, 2023
SELL
$101.5 - $109.84 $306,327 - $331,497
-3,018 Reduced 33.98%
5,863 $643,000
Q1 2023

Apr 24, 2023
SELL
$100.22 - $116.23 $272,297 - $315,796
-2,717 Reduced 23.43%
8,881 $943,000
Q4 2022

Feb 07, 2023
SELL
$96.57 - $111.69 $539,826 - $624,347
-5,590 Reduced 32.52%
11,598 $1.22 Million
Q3 2022

Oct 24, 2022
SELL
$96.05 - $115.74 $7.25 Million - $8.74 Million
-75,512 Reduced 81.46%
17,188 $1.65 Million
Q2 2022

Jul 15, 2022
BUY
$99.42 - $121.64 $90,372 - $110,570
909 Added 0.99%
92,700 $9.42 Million
Q1 2022

Apr 27, 2022
BUY
$112.23 - $123.59 $320,753 - $353,220
2,858 Added 3.21%
91,791 $11 Million
Q4 2021

Feb 07, 2022
BUY
$114.04 - $122.75 $559,252 - $601,966
4,904 Added 5.84%
88,933 $10.9 Million
Q3 2021

Nov 03, 2021
BUY
$110.67 - $119.04 $280,548 - $301,766
2,535 Added 3.11%
84,029 $9.52 Million
Q2 2021

Aug 12, 2021
BUY
$110.51 - $117.85 $2.43 Million - $2.59 Million
22,005 Added 36.99%
81,494 $9.37 Million
Q1 2021

Apr 30, 2021
SELL
$95.27 - $111.97 $450,246 - $529,170
-4,726 Reduced 7.36%
59,489 $6.5 Million
Q4 2020

Feb 16, 2021
BUY
$80.93 - $96.96 $132,563 - $158,820
1,638 Added 2.62%
64,215 $6.23 Million
Q4 2020

Feb 12, 2021
BUY
$80.93 - $96.96 $916,936 - $1.1 Million
11,330 Added 22.11%
62,577 $6.07 Million
Q3 2020

Oct 14, 2020
BUY
$74.79 - $85.06 $3.63 Million - $4.13 Million
48,600 Added 1836.04%
51,247 $4.14 Million
Q2 2020

Jul 20, 2020
BUY
$59.9 - $85.49 $158,555 - $226,292
2,647 New
2,647 $203,000
Q1 2020

May 01, 2020
SELL
$54.38 - $96.81 $461,251 - $821,142
-8,482 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
$86.25 - $94.77 $172,931 - $190,013
-2,005 Reduced 19.12%
8,482 $804,000
Q3 2019

Nov 14, 2019
BUY
$84.39 - $91.13 $101,858 - $109,993
1,207 Added 13.01%
10,487 $941,000
Q2 2019

Aug 02, 2019
SELL
$83.93 - $89.74 $90,224 - $96,470
-1,075 Reduced 10.38%
9,280 $827,000
Q4 2018

Feb 13, 2019
SELL
$72.26 - $90.19 $14,307 - $17,857
-198 Reduced 1.88%
10,355 $791,000
Q3 2018

Nov 06, 2018
SELL
$88.08 - $92.33 $8,279 - $8,679
-94 Reduced 0.88%
10,553 $952,000
Q2 2018

Dec 07, 2018
BUY
$84.61 - $90.01 $57,619 - $61,296
681 Added 6.83%
10,647 $942,000
Q1 2018

May 17, 2018
BUY
$83.92 - $92.83 $64,618 - $71,479
770 Added 8.37%
9,966 $861,000
Q4 2017

Jan 31, 2018
SELL
$85.33 - $89.5 $11,007 - $11,545
-129 Reduced 1.38%
9,196 $820,000
Q3 2017

Oct 31, 2017
SELL
$84.38 - $84.93 $1,265 - $1,273
-15 Reduced 0.16%
9,325 $792,000
Q2 2017

Aug 08, 2017
BUY
N/A
9,340
9,340 $785,000

Others Institutions Holding IWS

# of Institutions
1,022
Shares Held
94.2M
Call Options Held
9.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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