Mc Kinley Carter Wealth Services, Inc. Ishares Semiconductor ETF 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 Semiconductor ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 1,617 shares of SOXX stock, worth $279,854. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,617

Previous 1,550 4.32%

Holding current value

$279,854

Previous $334,000 8.68%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$188.17 - $235.81 $12,607 - $15,799	67 Added 4.32%	1,617 $305,000
Q4 2024 Jan 22, 2025	BUY	$211.27 - $239.8 $211 - $239	1 Added 0.06%	1,550 $334,000
Q3 2024 Oct 15, 2024	SELL	$199.29 - $265.49 $11,957 - $15,929	-60 Reduced 3.73%	1,549 $357,000
Q2 2024 Aug 09, 2024	SELL	$198.39 - $259.28 $3,174 - $4,148	-16 Reduced 0.98%	1,609 $396,000
Q1 2024 Apr 26, 2024	BUY	$216.76 - $689.6 $234,967 - $747,526	1,084 Added 200.37%	1,625 $367,000
Q4 2023 Feb 07, 2024	BUY	$438.38 - $581.45 $438 - $581	1 Added 0.19%	541 $311,000
Q2 2023 Aug 02, 2023	BUY	$401.0 - $516.5 $401 - $516	1 Added 0.19%	540 $273,000
Q1 2023 Apr 24, 2023	BUY	$344.59 - $444.67 $185,734 - $239,677	539 New	539 $239,000

Others Institutions Holding SOXX

# of Institutions

829

Shares Held

28.3M

Call Options Held

2.35M

Put Options Held

5.08M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

More about SOXX

Track This Portfolio

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.

Account

Mc Kinley Carter Wealth Services, Inc. Ishares Semiconductor ETF Transaction History