Mc Kinley Carter Wealth Services, Inc. Ishares Tr Exponential Technol 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 Tr Exponential Technol stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 7,121 shares of XT stock, worth $524,888. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,121

Previous 7,121 -0.0%

Holding current value

$524,888

Previous $464,000 10.34%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$49.86 - $65.25 $1,396 - $1,827	28 Added 0.39%	7,121 $464,000
Q4 2024 Jan 22, 2025	BUY	$58.7 - $62.72 $1,291 - $1,379	22 Added 0.31%	7,093 $423,000
Q3 2024 Oct 15, 2024	SELL	$54.51 - $61.59 $196,236 - $221,724	-3,600 Reduced 33.74%	7,071 $430,000
Q1 2024 Apr 26, 2024	BUY	$56.54 - $61.02 $203,544 - $219,672	3,600 Added 50.91%	10,671 $636,000
Q4 2023 Feb 07, 2024	SELL	$48.21 - $60.43 $173,556 - $217,548	-3,600 Reduced 33.74%	7,071 $423,000

Q3 2023 Oct 13, 2023	BUY	$51.24 - $58.44 $19,010 - $21,681	371 Added 3.6%	10,671 $557,000
Q2 2023 Aug 02, 2023	BUY	$49.89 - $56.59 $179,604 - $203,724	3,600 Added 53.73%	10,300 $572,000
Q1 2023 Apr 24, 2023	BUY	$47.43 - $55.75 $317,781 - $373,525	6,700 New	6,700 $353,000

Others Institutions Holding XT

# of Institutions

303

Shares Held

42.2M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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Mc Kinley Carter Wealth Services, Inc. Ishares Tr Exponential Technol Transaction History