Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 ETF 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 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 377,317 shares of IWL stock, worth $56.1 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
377,317
Previous 393,807
4.19%
Holding current value
$56.1 Million
Previous $52.8 Million
0.45%
% of portfolio
3.28%
Previous 3.43%
Shares
16 transactions
Others Institutions Holding IWL
# of Institutions
166Shares Held
7.17MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$150 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$110 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$75.4 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$61.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN357KShares$53.1 Million0.01% of portfolio