Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 Growth 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 Russell 200 Growth stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,325 shares of IWY stock, worth $565,207. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,325
Previous 2,440 4.71%
Holding current value
$565,207
Previous $523,000 2.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024
SELL
$194.66 - $225.97 $22,385 - $25,986
-115 Reduced 4.71%
2,325 $511,000
Q1 2024

Apr 26, 2024
SELL
$170.38 - $196.82 $73,944 - $85,419
-434 Reduced 15.1%
2,440 $476,000
Q3 2023

Oct 13, 2023
BUY
$152.69 - $164.44 $1,221 - $1,315
8 Added 0.28%
2,874 $442,000
Q4 2022

Feb 07, 2023
BUY
$117.55 - $131.34 $14,223 - $15,892
121 Added 4.41%
2,866 $345,000
Q3 2022

Oct 24, 2022
SELL
$119.49 - $146.95 $196,083 - $241,144
-1,641 Reduced 37.41%
2,745 $328,000
Q2 2022

Jul 15, 2022
SELL
$120.18 - $161.96 $21,632 - $29,152
-180 Reduced 3.94%
4,386 $549,000
Q4 2021

Feb 07, 2022
BUY
$150.99 - $175.61 $91,499 - $106,419
606 Added 15.3%
4,566 $792,000
Q3 2021

Nov 03, 2021
BUY
$151.1 - $163.27 $71,621 - $77,389
474 Added 13.6%
3,960 $605,000
Q2 2021

Aug 12, 2021
SELL
$136.12 - $150.82 $1,361 - $1,508
-10 Reduced 0.29%
3,486 $525,000
Q1 2021

Apr 30, 2021
BUY
$127.24 - $139.47 $10,179 - $11,157
80 Added 2.34%
3,496 $470,000
Q4 2020

Feb 16, 2021
BUY
$116.6 - $133.06 $398,305 - $454,532
3,416 New
3,416 $454,000

Others Institutions Holding IWY

# of Institutions
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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