Mc Kinley Carter Wealth Services, Inc. Ishares Tr Esg Screened S&P Mi 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 Esg Screened S&P Mi stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 16,824 shares of XJH stock, worth $706,776. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,824
Previous 16,531 1.77%
Holding current value
$706,776
Previous $654,000 8.72%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2024
BUY
$38.71 - $42.43 $11,342 - $12,431
293 Added 1.77%
16,824 $711,000
Q2 2024

Aug 09, 2024
SELL
$37.95 - $41.03 $14,724 - $15,919
-388 Reduced 2.29%
16,531 $654,000
Q1 2024

Apr 26, 2024
BUY
$36.5 - $41.08 $3,504 - $3,943
96 Added 0.57%
16,919 $695,000
Q4 2023

Feb 07, 2024
SELL
$31.25 - $38.22 $4,656 - $5,694
-149 Reduced 0.88%
16,823 $634,000
Q3 2023

Oct 13, 2023
BUY
$33.4 - $37.04 $1,870 - $2,074
56 Added 0.33%
16,972 $574,000
Q2 2023

Aug 02, 2023
SELL
$32.61 - $35.62 $1,630 - $1,780
-50 Reduced 0.29%
16,916 $602,000
Q1 2023

Apr 24, 2023
SELL
$32.2 - $36.99 $22,540 - $25,893
-700 Reduced 3.96%
16,966 $576,000
Q4 2022

Feb 07, 2023
SELL
$30.27 - $34.91 $12,289 - $14,173
-406 Reduced 2.25%
17,666 $579,000
Q3 2022

Oct 24, 2022
BUY
$29.73 - $35.65 $1,902 - $2,281
64 Added 0.36%
18,072 $537,000
Q2 2022

Jul 15, 2022
BUY
$29.61 - $36.71 $43,171 - $53,523
1,458 Added 8.81%
18,008 $551,000
Q1 2022

Apr 27, 2022
BUY
$34.21 - $39.2 $98,387 - $112,739
2,876 Added 21.03%
16,550 $605,000
Q4 2021

Feb 07, 2022
BUY
$36.41 - $39.86 $497,870 - $545,045
13,674 New
13,674 $531,000

Others Institutions Holding XJH

# of Institutions
130
Shares Held
3.96M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email